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In this episode, we ask:
- What is even better than a five star review?
- Who needs to hear this?
- What book does Stephen recommend?
- What did Stephen’s clients learn?
- What did Dan’s client do with his cash value?
- What were Mark’s clients able do with their modest policies?
- What did Grant’s business owner client do?
- Who wants to have control of their money?
- Why would a business owner choose to do a Bank on Yourself® account strategy for their employees?
- What about emergencies?
- What happens with 401(k)s when losing an employee?
- What about taxable accounts?
- What about tax free money?
- What about giving the family something more valuable?
- What are the benefits?
- Do employees love it?
- What happened with John’s business owner client?
- What about the challenge to get the funding for business expenses?
- What’s the update with this client’s retirement?
- Who wants more policies?
- What is so powerful to understand about WHOLE LIFE insurance?
- What do you need today? tomorrow?
- Would you like to hear Episode 86 and Episode 87?
- What did Amanda do?
- Who pays tax via policy loans?
- What about self escrow?
- How much did Amanda’s client save in fees while doing self escrow with policy loans?
- What seeds did Sarry’s client plant for the future?
- What about Mark’s client’s family example?
- What about thinking outside of the box?
- Where is it written that you have to put all of your chips on red or black to meet your financial goals?
- What are the takeaways?
- Would you like to connect on the FREE Not Your Average Financial Community at notyouraverage.mn.co?
This episode features a round table of
select Bank On Yourself® Professionals, including:
John Ensley (Puget Sound, WA),
Sarry Ibrahim (Chicago, IL),
Dan Morris (Daytona Beach, FL),
Amanda Neely (Cincinnati, OH),
Brandon Neely (Cincinnati, OH),
Stephen Step (Los Angeles, CA)
and Grant Thompson (Amarillo, TX).
Both originally from South Dakota, Nick Poppe and his wife, Brooke, have been in Northwest Arkansas for the past 2 years with their 2 dogs. Brooke is an Occupational Therapist and Nick works fully remotely in the financial industry. After several years in banking and financial planning and knowing the ‘average’ financial strategies weren’t working, Nick discovered the Bank on Yourself® strategy and has implemented this Not Your Average financial strategy for the past 3 years and has experienced the peace of mind, ease, and guarantees that this strategy provides.
David A. Kozak is the founder and CEO of Elite Collegiate Planning and CEO of the College Planning Network. He has, in his own words, “the distinct honor” to work with families across the country to redefine what “investment” means to them. He believes—to quote Benjamin Franklin—“An investment in knowledge always pays the best dividends.” This drives his passion for educating families about how to send their children to college without jeopardizing their own financial goals and retirement. 
Joseph L. Kerins III, CCPS® is a Certified College Planning Specialist, Financial Planner, and Senior Planner at Paradigm Financial Group. Helping families pay for college without destroying their overall wealth and retirement is Joe’s focus. Many families don’t realize that it is not just a college problem, but a wealth and retirement problem. Joe works with these families to create unique plans with proper strategies to save and pay for college without sacrificing financial freedom and achieving all of their financial goals. Joe lives in Wayne, Pennsylvania with his wife, Mollie, and three children, Joey, Ellie and Eddie. Joe is a fourth-generation member of the South Philadelphia String Band, which participates annually in the Mummers Parade in Philadelphia.
Andrew Young is the Director of Recruiting for Bank On Yourself®. For over 25 years, 
