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Webinars

The “Double Play” Webinar Series

Every Thursday @ 1pm Eastern

During 2020 we will be holding Once a Week, 20-Minute “Lunch and Learn” webinars covering every key aspect of life insurance with regard to the “Double Play”: leveraging cash value to invest in real estate. These webinars will be held at 1pm Eastern Time every Thursday. These sessions are 100% educational and 100% Free. My goal is to develop a vast content library containing everything you will want to know without speaking to an agent.

Recordings of past webinars will be available on YouTube and in the Webinar Library

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Up Next:

2/27/2020 – Which is better for the Double Play: Indexed UL or Whole Life?

It’s impossible to do research into “Infinite Banking” or “Be Your Own Bank” programs without being told that it has to be done with “a Dividend-paying, Mutual Whole Life company that has been around for over 150 years”… yada yada.

Is this true or just marketing BS?

Where going to look under the hood of both types of policies to see which one is better suited for The Double Play. We’ll build on what we learned during Life Insurance 101 and use it to evaluate the popular misconceptions and see which type of policy is truly the better tool for Real Estate Investors.

The answer might surprise you. Don’t miss this session!

Disclaimer: This is 100% educational. No soliciting. No financial advice is being offered or given.

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Future Topics:

3/5/2020 – Minimum vs Maximum Funded Life Insurance Policies

3/12/2020 – Debunking the Common Myths About Life Insurance

3/19/2020 – Premium Financed Life Insurance: Flipping the Double Play on its Head

3/26/2020 – Understanding the Costs in a Life Insurance Policy

4/2/2020 – The #1 Costliest Mistake Most People Make When They Set Up a Policy

4/9/2020 – Is Buy Term and Invest the Difference Really Better? Let’s Analyze the Numbers.

4/16/2020 – 3 Things to Look for in a Properly-designed Policy

4/23/2020 – 3X the Income from the Same Amount of Savings: Life Insurance as a Retirement Plan

4/30/2020 – Understanding Indexed Universal Life: Caps, Floors, Crediting Rates, and Myths

5/7/2020 – What Companies are Best for Double Play Policies?

5/14/2020 – Why you Shouldn’t Use a Policy Loan. What to do Instead

5/212020 – Understanding Life Insurance Illustrations

5/28/2020 – Common Tricks Agents Use on Illustrations

6/4/2020 – Understanding Fixed, Variable, and Indexed Policy Loans

6/11/2020 – Understanding the Guaranteed Rate in a Life Insurance Policy

6/18/2020 – How to Get the Most Cash Value in a Policy

6/25/2020 – When is the best time to use a policy loan?

7/2/2020 The Advantage of an IUL for the Double Play

Past Topics:

Send a message to find out how to view recordings of past webinars

2/6/2020 Introduction to the “Double Play”: Leveraging a High Cash Value Life Insurance Policy to Invest in Real Estate

This session is a high-level overview of the “Double Play” concept: Accelerating wealth accumulation by putting your money to work in two places at once. This is the first in a weekly, 20-Minute webinar series that will cover all of the key aspects of private banking utilizing life insurance.

2/13/2020 – Life Insurance 101: The basics you need to understand before we can dive deeper.

This is the fundamental knowledge you’ll need to understand before The Double Play will make sense. This will be the best and simplest explanation of permanent life insurance that you will ever hear. Guaranteed. You’ll learn the two components of a policy and what the cash value represents. We’ll cover the differences between Whole Life and Universal Life.

2/20/2020 – The Business Case for Leveraging Cash Value

This is where the rubber hits the road. We will answer this question by analyzing the numbers:

Are you better off by taking your money and putting it into a max-funded policy to invest or by simply taking your money and investing directly? When I am presenting this strategy I use this business model to make an apples to apples comparison with user-defined inputs. The result is a graph that shows wealth accumulation over time. We’ll review a sample business case and you’ll get to see all the assumptions and projections.