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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 Apr 12, 2021
Monday Apr 12, 2021
Jason and Kyle breakdown the difference between non-direct and direct recognition.
- Is one choice better than the other?
- Direct recognition policies credit dividends differently on the amount of dollars that are loaned out on policy loans.
- Non-direct policies do not recognize policy loans and credit dividends to the total amount of cash value.
- There are both fixed and variable loans rates for policy loans.
- The reason why you must pay interest to the insurance company when using policy loans.
Blog Link: https://cashvaluesolutions.com/blog/direct-and-non-direct-loan-recognition
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 Apr 05, 2021
Monday Apr 05, 2021
Jason and Kyle discuss what the major problem is and how you can solve it.
- Your need for finance is huge.
- The banking function is being practiced, you might as well be the one controlling it.
- You want to practice the banking function in the most efficient vehicle possible.
- Do your actions align with your goals?
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 29, 2021
Monday Mar 29, 2021
Jason and Kyle breakdown why we do not use Universal Life Insurance to practice the Infinite Banking Concept.
- Universal Life Insurance guarantees
- UL is neither good nor bad, just a tool
- Brief history of UL
- Why we only use dividend paying whole life insurance to practice IBC
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 22, 2021
Monday Mar 22, 2021
Jason and Kyle share some of the frequently asked question they've been getting.
Top points discussed:
- What does it cost to work with you?
- What if I can’t pay the total premium?
- Am I too old to start a policy?
- Am I paying myself interest?
- Direct recognition vs. non-direct recognition
- Does your policy grow more with one large policy vs. numerous smaller policies?
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 15, 2021
Monday Mar 15, 2021
Jason and Kyle breakdown why laddering polices is usually not a good idea and should be avoided. Top points discussed:
- Laddering policies is a scheme used by some agents to sell more policies
- Constantly starting polices forces you to operate in the most expensive period of the policies
- When to start new policies
- The longer you fund the policies, the better off you are
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 08, 2021
Monday Mar 08, 2021
Jason and Kyle wrap up their Becoming Your Own Banker book review by going over some of the best topics discussed. Top points discussed:
- There are only two types of income, people at work or money at work
- The two biggest eroders of wealth
- Owning equity in business gives you tax advantages
- Start directing you cash flow to a system you own and control
- Teaching the next generation about banking is crucial
- Self-education is key
- Do not give up control of your cash!
- Wealth must reside somewhere
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 01, 2021
Monday Mar 01, 2021
Do you have to choose between the stock market and IBC? Jason and Kyle explain how IBC policies are AND assets not either/or assets. You can do both! Top points discussed:
- Life insurance policies allow you to have money working in two places if you choose
- Premiums should be seen as deposits instead of expenses
- IBC is all about financing things, not about competing with the market for rate of return
- Rate of return is important in the IBC policy is important, but not the most important part of IBC
- IBC allows you to decide what you want to do without penalties
- You finance EVERYTHING you do
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 22, 2021
Monday Feb 22, 2021
Jason and Kyle discuss the last section in Becoming Your Own Banker and what you can do if you are uninsurable:
- We can possibly insure other people if you are not insurable
- Why whole life insurance can be a better option for business partners than term insurance
- What determines insurable interest
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 15, 2021
Monday Feb 15, 2021
Jason and Kyle answer the commonly asked question of, “How much premium should I pay?”. Top points discussed:
- How do the insurance companies determine the maximum amount of death benefit you can have.
- You must realize that you have to capitalize the policy up front.
- Start where you are comfortable starting.
- You can always start more policies as income rises.
- There is usually a way to get started.
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 08, 2021
Monday Feb 08, 2021
Jason and Kyle break down the “A Different Look at the Monetary Value of a College Degree” section in Becoming Your Own Banker. Top points discussed:
- What if you started your banking system before going to college?
- The problems with the college today.
- What you can do to make the best of the situation.
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/