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In this episode, we ask:

• What are our clients getting excited about?
• How have our clients been utilizing their Bank On Yourself solutions?
• How have our clients invested in Real Estate?
• How have our clients increased their income?
• How have our clients worked within their family structures?
• How have our clients paid their taxes?
• How have our clients paid for their grandkid’s college?
• How are our clients leaving a legacy?
• Who is Phil Smith?
• How many policies does Phil and his wife own?
• What questions did Phil have when he started working with Mark?
• How is a Bank on Yourself policy an exercise in simplicity?
• What is Phil’s experience with growth?
• How has Phil used his policy?
• How does Phil, who works at a credit union, see loans?
• How does Phil do “not your average average” financial management?
• How many creditors have hassled Phil?
• How did Phil respond to a policy loan repayment letter?
• How are credit unions beneficial?
• How does Phil plan on using his policies in the future?
• What’s Phil’s advice for first-timers?