Episode 685

The Most Misunderstood Asset in History: The Positive Case for Whole Life Insurance

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0:00 - Intro

2:00 - Nate Dean's Journey into Whole Life Insurance

3:30 - Why did Dave Ramsey Block You?

6:59 - What I got wrong about infinite banking

8:06 - The most overlooked benefit of whole life insurance

9:08 - How to increase the value of your dollars

12:36 - When you should & shouldn't Policy Loans

20:01 - Dean's presentation on Infinite banking

25:10 - The tax benefits of whole life insurance

28:06 - Are there restrictions on policy loans?

29:39 - Certainty & Control

35:21 - Chronic Illness Rider

40:41 - Infinite Banking Vs HELOC

47:44 - Comparing policy designs

49:40 - Is it a scam?

51:36 - What's the definition of being wealthy?

58:46 - Caleb illustrates his wealth framework

1:10:30 - Human Life Value & Living Abundantly

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*This video is for entertainment purposes only and is not financial or legal advice.


Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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BetterWealth with Caleb Guilliams
Helping People See And Reach Their Highest Potential