You will see what a fully structured family loan agreement looks like and why treating your banking system like a business protects everyone involved. We walk through the case studies section of the portal to show you how other people are using IBC in real life, from real estate to vehicles to retirement, so you can start seeing where it fits in your own. You will also learn where to find the taxation resources, the full client coaching archive, and how to use the Jason bot as an on-demand knowledge tool.

Key moments in this session

Sample loan agreement walkthrough witnessed, signed, and structured like a real business
Real examples: financing a son’s first car and a truck buyout through the family banking system
Why charging interest within the family system matters
Taxation of policy loans resource and where to find it in the portal
Case studies: real estate, farming, retirement, insured retirement solution
Client coaching archive. All past sessions organized by date and topic
Jason bot: find it in the bottom right corner of the portal, powered by Jason’s full IBC knowledge base. OR click here to find it.
Portal Search function tip: use it to find any topic across the entire portal

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