Client Coaching Training Recordings -

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2025

Client Coaching Session (15th March 2025) 7 Topics

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Welcome & Session Overview

Premium Deposit Fund & Equitable Client Access Updates

Beaver Bankers Book Review: How Kids Learn IBC Basics

Your Guide to Annual Family Banking Meetings

Client Portal Resources: Manage Loans, Policies & More

Open Q&A & Client Engagement

Closing & Next Steps

2024

Client Coaching Session (16th Nov 2024) 8 Topics

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Introduction & The Asset

2 – Equitable Policy Portal

3 – Passive Tax Free Cash Flows

4 – Multi generational Wealth Building Strategies

5 – The cost of trapping your capital in an RRSP

6 – Tax efficient and secure flexible financial future

7 – 2024 Year End Personal Tax Planning Tips

8 – Corporate Tax Treatment of Policy

Client Coaching Session (17th Aug 2024) 5 Topics

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Welcome Note & Agenda

Child Policy Changes (For people who has child policy before January 2023)

Interactive Quiz

The Impact of Timing Your Premium

Q & A

Client Coaching Session (10th June 2024) 6 Topics

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Introduction & Agenda

Equitable Dividend Scale Update

Examples of how parents can introduce their kids to IBC

Client Case Study – Getting Kids Involved In IBC

Six Questions for everyone to answer related to their journey with IBC

Lesson with Nelson

Client Coaching Session (16th March 2024) 9 Topics

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Welcome Note & Agenda

Vern & Richard – Sustain Your Existing System

Q&A

Ashley Doyle – Estate Planning Tools

12 Step Quick Start Guide For Infinite Bankers

Roman – Case study – Don’t Be Afraid Of Taking Loans

Comments and Q&A

Question About Expanding Your System

How To Fund Your Current Expenses By Redirecting Cashflow Into Your System

2023

Client Coaching Session (25th Nov 2023) 7 Topics

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Opening

Updates To Client Portal

Impacting Tax Updates

Capturing Earning Potential of Money

Update on Policy Review

Expanding your system to accommodate recurring living expenses

$85k Real Estate Case – Creative Way To Expand System

Client Coaching Session (26th August 2023) 6 Topics

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Policy Loan Procedure walk through – Equitable Life for August 2023

Planning for Large Capital Gains – Controlling Your Taxable Income

Tax Planning Discussion Understanding Marginal Tax Rates and RRSP Meltdown

How Whole Life Creates the Perfect Volatility Buffer for Your Portfolio

Funding Premiums Later In Life at Passive Income Time Discussion

Open Q & A Perspective at age 26, Reverse mortgages, Introducing IBC to family & Client Feedb

Client Coaching Session (24th June 2023) 4 Topics

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Introduction + Dividend Scale Update

2 Assuris

3 Infinite Wisdom Nelson Nash Tim Yurek

4 Nelson’s Video

Client Coaching Session (25th March 2023) 4 Topics

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Equitable Life Of Canada Update

New Equitable Life Policy Loan Process

Capital Planning In Corporation

Making Room For Future Windfalls

2022

Client Coaching Session (17th September 2022) 7 Topics

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Client Coaching Agenda

Nelson Nash Video Segment – Financial Bubbles

Expanding the system to accommodate all income

Flow of capital – Income policy discussion continued

Rising Interest rates & Par dividends discussion – The “smoothing effect” of the Par pool with dividends

The Bob Shiels 1959 first policy $198.20 per year and what he was able to do with it

Group Discussion – learning lessons

Client Coaching Session (15th May 2022) 10 Topics

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Agenda & Kickoff

Equitable Life Annual Report Highlight & Discussion

Paying expenses using Policy loans with Shawn Quigg

The Tale of 2 Dads – 17 Death benefits from Nelson Nash

Group Discussion & Feedback

Policy Loan Interest Deductability and it’s Pitfalls

How to pay yourself the extra Interest with Dan Allen

What is an IFA and how is it different than IBC

Generational Passive Income with 4 policies

Final Comments and Client Discussion

Client Coaching Session (5th Feb 2022) 9 Topics

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Client Coaching Agenda

Backwards Bicycle Video

Sharing & Intro Session

Post Breakout Intro Session Sharing

Human Conditions Deep Dive

The Family Banking (Part 1) – Setting the foundation

The Family Banking (Part 2) – The Meeting Agenda

The Family Banking (Part 3) – Setting the foundation for 63 policies including 7 on Business Partners

Value exercise and final comments

2021

Client Coaching Session (10th April 2021) 5 Topics

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Positive Focus

Introduction To Client Coaching

Presentation From David Stearns

Policy Loans & Repaying Policy Loans

Debt Recapture Case

Client Coaching Session (10th July 2021) 7 Topics

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Equitable Life Home Page News

Client Portal Walkthrough

Real Estate Deal

Taking Loans

Sharing and Feedback from Client

Example from James Neathery

Afterthoughts and QnA

Course Content

We love to serve the People you love. If you would like to introduce us, we would love to connect with them

We love to serve the People you love.
If you would like to introduce us, we would love to connect with them