14.9K
Downloads
116
Episodes
Welcome to the Cash Value Solutions Podcast, where we shed light on little known money truths and teach you how to become your own banker. Our show focuses on financial education surrounding the Infinite Banking Concept. This is a cashflow management system that allows you to use your capital more efficiently and create a financial tailwind in your life.
Episodes
Monday Mar 28, 2022
Monday Mar 28, 2022
Jason and Kyle discuss why understanding your context is important.
- Define your objectives when working with an agent
- Becoming Your Own Banker must be read before starting a policy
- We need to put less focus on the illustrations
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Mar 21, 2022
Monday Mar 21, 2022
Jason and Kyle talk about goal setting and making the hard changes.
- It’s easy to recognize the need for change but execution of those changes in necessary
- Let others know what you want or are pursuing so they can help you
- Try to make every transaction win-win
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Mar 14, 2022
Monday Mar 14, 2022
Jason and Kyle discuss the idea of putting a dollar into a policy and receiving multiple dollars back.
- How do these policies grow?
- Uninterrupted compound interest is key
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Mar 07, 2022
Monday Mar 07, 2022
Jason and Kyle answer a recent listener question regarding arbitrage in whole life policies.
- Understanding the IBC process is more important than numbers on an illustration
- There are currently no positive spreads, but spreads aren’t necessary for whole life and IBC to still make sense
- Don’t let analysis paralysis delay you from getting started implementing IBC
Blog link for chart mentioned: https://cashvaluesolutions.com/blog/i-dont-like-the-idea-of-paying-interest-when-i-use-my-infinite-banking-concept-policy
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Feb 28, 2022
Monday Feb 28, 2022
Jason and Kyle discuss why you would want to work with them and what they provide other than IBC.
- You need cashflow and you also need a place to put that cashflow
- Besides self-banking, whole life insurance offers multiple benefits
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Feb 21, 2022
Monday Feb 21, 2022
Jason and Kyle explain how it costs you money when you delay getting started with the IBC process.
- Delaying getting started will cost you thousands in compound interest
- In one year of waiting to start, the policy had $60k less in cash value
- Uninterrupted compound interest is powerful
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Feb 14, 2022
Monday Feb 14, 2022
Jason and Kyle discuss why you should focus how much you can pay rather than how little you can pay. They also discuss becoming “debt free” through IBC.
- The amount of benefit you receive from the process is directly correlated to the amount of premium you can pay
- When does it make sense to pay of debt with policy loans?
- If you pay of third-party debt with a policy loan, you’re still in debt to the insurance company
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Feb 07, 2022
Monday Feb 07, 2022
Jason and Kyle discuss the dynamic characteristics of whole life insurance.
- WL adds multiple financial benefits that you don’t have to directly plan for
- It’s simple and effective at allowing you to take back control of your finances
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Jan 31, 2022
Monday Jan 31, 2022
Jason and Kyle discuss policy design.
- Is there an end all be all policy design?
- Policy design must be coupled with the client’s needs
- Are blended policies bad?
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
Monday Jan 24, 2022
Monday Jan 24, 2022
Jason and Kyle discuss the illiquidity period in a whole life insurance policy.
- What is the illiquidity period?
- You take illiquidity on in many different forms
- Take into consideration what value the asset is providing you
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/