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In this episode, we ask:

• What is the history of Bank on Yourself®?
• What did Nelson Nash find with the Infinite Banking Concept?
• How was Nelson an evangelist?
• What’s the issue with the IBC meaning?
• What standards are in place around the Infinite Banking Concept?
• What did Pamela Yellen learn?
• What does Pamela write on page 247 of the Bank of Yourself® Revolution?
• What is a modified endowment contract (or MEC)?
• How did Pamela Yellen develop the Bank on Yourself® Professionals program?
• How is the Bank on Yourself® language protected?
• What is Bank on Yourself®?
• How does this make a significant difference?
• How might you know if an agent is capable and properly trained in designing a Bank on Yourself® type policy?
• What about investment advisors?
• What about designing riders properly?
• How are these policies different from traditional whole life policies?
• What is the only kind of insurance recommended for the Bank on Yourself® strategy?
• What about captive agents?
• What sort of products are captive agents writing?
• Does it sound too good to be true?
• What is Bank on Yourself® based upon?
• Who owns Bank on Yourself® type life insurance policies?
• Who do you know who is a Bank on Yourself® policy owner?
• Can that advisor truly help you?
• Why didn’t that advisor already tell you about Bank on Yourself®?
• What is Bank on Yourself® NOT?
• What about the knock-off advisors?
• What about advisors who lost their licenses?
• What is happening in the marketplace landscape?
• What about the Infinite Banking Concept?
• What about Private Banking Systems, Family Banking, Circle of Wealth, What Would the Rockefellars Do? and Perpetual Wealth Strategy?
• Have you heard episode 95 and 96?
• When was Nelson Nash’s Becoming Your Own Banker written?
• What’s wrong with outdated numbers?
• Is it about rate of return?
• Is it legal to call an insurance policy a “bank”?
• What about the laws and regulations?
• Did Nelson Nash defend his trademarks?
• How much do we treasure Nelson’s legacy?
• What is a 770 Account?
• What about the other names for a 770, including a President’s Secret Account, a 501(k) Plan, an Invisible Account and Income for Life?
• What about a 702(j) Retirement Plan, attributed to President Ronald Reagan?
• How are the Bank on Yourself® Professionals different?
• What about Wealth Beyond Wall Street?
• What is the promise?
• What are some other names?
• What is a Safe Money Millionaire or a 101 plan?
• What is Indexed Universal Life?
• What is in the fine print?
• What about the warnings and disclaimers?
• Why does the cash value on these go to ZERO?
• What about the watchdog investigation?
• Why are the illustrations on IUL and UL products wildly inaccurate?
• What are IUL problems?
• What about the IUL increasing costs?
• Why is this devastating?
• Why do these policies fall apart?
• Would you like to hear Episode 59?
• Would you like to hear Episode 60?
• Would you like to hear Episode 61?
• How are Bank on Yourself® Professionals different?
• What is Maximum Premium Indexing and why is it so hot right now?
• Why are they recommending buying an IUL and a whole life policy?
• What is this mysterious strategy?
• What is the advantage? What is the downside?
• What is piggy backing?
• Who does this benefit?
• What are the red flags?
• Why is this an ethical crisis?
• Why is borrowing from one policy to buy a new one a bad idea?
• What can you do if you’ve already purchased an inefficient or troubling policy?
• Have you heard of the 1031 exchange in real estate?
• Is there a like kind exchange in insurance?
• What is the 1035 exchange?
• Do you have an in-force illustration?
• Would you like to call your insurer to get an in-force illustration?
• Would you like us to review your in-force illustration for FREE?
  • Email us your PDF at hello@nyafinancialpodcast.com
  • or hop on Mark’s calendar.