Building a successful real estate portfolio requires more than finding profitable properties. It also requires maintaining access to capital when circumstances change. For real estate
🎧 Listen on Spotify Additionally, this post shares one Canadian client’s experience for education. However, this is not insurance, financial, legal, or tax advice. Rules
If you own a profitable business, your retirement plan often targets employees, not owners. In Part 2 of our series, Rohit Punyani, co-founder and Chief
Most financial conversations with business owners start the same way: “How much did you make?” Rohit Punyani, Co-Founder & Chief Solutions Officer of The Owner’s
Is Infinite Banking Actually an Investment? In short, Infinite Banking is a capitalization tool, not an investment. Additionally, it builds liquidity. Investment, including a DRIP
“An investment should only be in something that you know a great deal about. Everything else, I repeat, everything else, is speculation.” That’s Nelson Nash‘s
It’s one of the most common questions people type into Google, ask ChatGPT, and search on YouTube. Richard Canfield breaks down the concept that insurance
No, the majority of people who start whole life insurance or Infinite Banking are between 45 and 65 years old. “I’m in my 50s. I’m
Money is never just about money. It’s about the people we love and the future we’re all trying to protect, especially in the moments we
Karyn Kokeny, 10X business coach, discussing Infinite Banking for business owners on Wealth on Main Street