Client Coaching Training Recordings

2026
Client Coaching Session (13th June 2026)
6 Topics
Introduction
Understanding your EDO
Navigating The Equitable Life Portal: Tabs & Values
Becoming Your Own Banker Refresher & Portal Orientation
Policy Loans, PUA Tracking & Communicating With Your Carrier
Deeper Dive: Sample Loan Agreement, Case Studies & Resources
Client Coaching Session (7th March 2026)
6 Topics
Intro: The Moment Families Realize They’re Not Prepared
The First 72 Hours After Death
The Continuity Guide Explained
The #1 Reason Life Insurance Claims Get Delayed
Why Legacy Letters Matter More Than Money
How to Put Your Financial System on Autopilot
2025
Client Coaching Session (29th November 2025)
5 Topics
Introduction
How to Use Your Policy for Lifestyle Expenses
Navigating the Ascendant Financial Client Portal
Understanding Adjusted Cost Basis (ACB)
Open Q&A
Client Coaching Session (9th August 2025)
5 Topics
Introduction & Session Setup
Common Misbeliefs That Block Family Financial Unity
The Deeper “Why” of Family-Based Infinite Banking
Case Study: Quan’s 7-Year Journey
Conclusion
Client Coaching Session (June 14th 2025)
5 Topics
Introduction & Equitable life updates
Saving for your first home the smart way
The “organic mortgage paydown” strategy with case study
The New Mortgage Renewal Approach with case study
Case Study
Client Coaching Session (15th March 2025)
7 Topics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Next Topic

Introduction

Client Coaching Training Recordings Client Coaching Session (13th June 2026) Introduction

What This Session Covers

  • Why we came back to the basics — Becoming Your Own Banker 101
  • Walkthrough of the Equitable Life client portal
  • Walkthrough of the Ascendant Financial client portal
  • Where to find things in your policy and portal
  • What to pay attention to as an active IBC practitioner
  • How to better manage your policy and banking system
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