Forward in 60 · Video
Session #1 - JA16/26 - Building a Family Banking System: Mortgages, Capital & Long-Range Thinking
Category Forward in 60Runtime 58:32
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Family Banking Across Generations The Infinite Banking Concept works best as an integrated family system, not isolated policies. We discussed prioritizing Deposit Options across generations to improve leverage, access to capital, and estate outcomes. Mortgage Reduction: IBC and Beyond Multiple strategies were reviewed to reduce mortgage and accelerate payoff. The key takeaway: Planning comes before paydown. Maintaining access to capital while paying down mortgage is the key. Vehicle Financing When Policy Loans Are Limited Start where you are. Fund what your policy can, finance the rest, and move that debt into your own system as it grows. Or recapture the payments: park a year of lease payments in your policy, borrow to pay them, then re-save by repaying the loan. This was our first Forward in 60 session.
