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In this episode, we ask:
- Who is Frank Herbik?
- How did Marvin Bulas get started with Tim Austin?
- What does the concept of Bank on Yourself® focus upon?
- Do you rely on other outside financial sources?
- What requires self-discipline?
- How can you achieve your financial milestones without taking unnecessary risks?
- What about discipline and freedom?
- Have you read Extreme Ownership by Jocko Willink?
- How about a lifetime of tax-advantaged income?
- What is hard?
- How does the Bank on Yourself® strategy differ from a typical market-driven approach like a mutual fund, an ETF, an IRA, etc.?
- How about some examples?
- Are we completely against the market?
- What is the barbell strategy?
- What about a better “desk drawer”?
- How can you harness compound growth?
- What about cash, that’s available to you, whenever you need it?
- Could everyone benefit from this?
- How does the insurance carrier manage and carry the risk?
- What is the non-guaranteed component?
- Are the companies in the insurance industry well regulated?
- What are the living benefits?
- What’s the difference between a typical life insurance agent and an active Bank on Yourself® Professional?
- What’s the CFP® designation?
- Does a typical CFP® (or CLU®) understand how to correctly structure and design a Bank on Yourself® type whole-life insurance policy?
- What does Marvin enjoy?
- What can smooth out a lot of things?
- How about a case study?
- What is the approval process to get a loan from an insurance carrier?
- How much do you want, and when do you want it?
- Who sets the terms of the loan?
- What resonates with Frank?
- Do carriers have apps?
- Who would these concepts benefit?
- How does age affect the growth of a whole life insurance policy?
- What is a “sprinter” policy?
- What is a “marathon” policy?
- How many ways could an advisor design a policy?
- Would you like to search on bankonyourself.com?
- Would you like to talk with Frank at 630-330-1799 about your specific situation?
