In today’s episode, host Jonathan Rivera and financial expert Joe Pantozzi lay out the essential first steps for anyone curious about infinite banking. They'll share key insights on choosing the right insurance policies and avoiding common mistakes like short-term thinking and neglecting your financial future.
You’ll also hear them discuss why starting small might be your biggest blunder and how a properly structured whole-life policy can change the game.
Tune in now and find out how to make your money work for you.
Show Highlights
- Do you have existing policies as your capital base? [01:39]
- Are you doing banking the wrong way? [06:03]
- What should be looked for in a whole life policy? [07:25]
- Whole life issued by dividend-paying mutual companies [09:38]
- The need to hire a professional for buying policies [12:45]
- Why do we need to focus on funding future financial needs? [13:27]
- Are you thinking about the short-term benefits only? [15:48]
- Taking a loan against the policy [17:11]
Reach out to me:
joe@alphaomegawealth.com
https://www.linkedin.com/in/joe-pantozzi-941a073/
AlphaOmegaWealth.com
