Interactive Quiz
What This Covers
A quiz-style coaching session that reinforces core Infinite Banking principles: how cash value works, proper communication with insurers, policy mechanics, and the mindset behind the strategy.
Why Clients Use It
- Tests understanding of policy concepts.
- Builds confidence in using loans and dividends.
- Encourages disciplined behavior with policies.
- Reinforces that Infinite Banking is a long-term lifestyle.
Key Insights by Timestamp
What is Cash Value? (starts 00:00 mins)
- Cash value = surrender value, not cash in hand.
- You borrow against it, like home equity, not withdraw it.
Communicating with the Life Company (starts 03:40 mins)
- Always email with policy number in the subject line.
- Use provided templates to ensure clarity and tracking.
Infinite Banking is a Lifestyle, Not a Product (starts 08:02 mins)
- The policy is just a tool; the strategy is behavioral.
- It’s not investing, it’s controlling capital over time.
Store and Preserve Wealth (starts 15:17 mins)
- “Storing” = holding income safely before use.
- “Preserving” = protecting wealth across generations.
Only One Policy Type Works (starts 16:30 mins)
- Only participating whole life policies qualify.
- Tool must match the Infinite Banking strategy.
Borrow, Don’t Withdraw (starts 18:28 mins)
- You borrow the insurer’s money; your cash value stays intact.
- Loans allow uninterrupted compound growth.