Business Owner Changes His Mind About Whole Life Insurance

In this BetterWealth Podcast, I spoke with a subscriber and entrepreneur who shared his story about going from a skeptic to a believer, using whole life insurance and infinite banking for safe, long-term, growth and opportunity.

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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.

[dustinanddylc]

Definitely a breath of fresh air to hear the experience of an actual user instead of a sales / marketing guy

[richardalvarez]

What a great video the sheds light on the client side of things, Caleb I’m following in love with your content. Keep up the great work!

[JocobsComments]

Good video. I was skeptical but love this. You are smart.

[ianvogelmedia]

Life insurance is 1000% a spiritual endeavor.

I recently came into the life insurance space from a spiritual vocation and I’m finding that I have a lot of similar conversations around facing our mortality.

Awesome interview!

[owlspiritreiki]

I am really looking forward to hearing more about designing a plan for different businesses.

[ECWyne]

Great conversation! Thank you both for sitting down and turning on your cameras. Caleb, I love the idea of encouraging people to speak at their own funeral and had a glimpse of Better Wealth and life insurance agents generally being able to facilitate the archiving and retrieving of those sorts of messages because agents will always be involved whenever someone passes. I'm a professional software engineer and would be happy to collaborate on something like that if you'd be at all interested.
- Eric

[mda]

After reading more and going through your videos, I had a change of mind. You don't push it as a wealth builder. But a lot of agents pushing it as a wealth builder blinded me from its true value which is a safe place to hold extra cash. Doing research on IULs I still believe universal policies are scammish. But now I'm looking to add whole life to my national life group policy or have policies with different companies

[Oldnasleep]

Hey Caleb I’m not the most educated man in the world but have always had a (attraction) to money and finance.
I have a policy with MTL and have had it for about 6 or 7 years. When i first started my “journey “ with infinite banking I was all in thinking negatively about the stock market, 401K, paying off my house but as a business owner and having a couple paid off houses and no debt other then 1 rental with a 1st lean position HELOC on it that I use as my bank I now believe there is a time and place for everything. It may not have been a fit then but is now. My policy is definitely a security blanket for me as the sole provider for my wife and kids but I haven’t really found a need for the policy as much as I would like. Maybe I’m just not using it correctly. I think I need more clarity on the subject

[EloyPerez]

Awesome video, been looking for stunting like this I'll be reaching out. 🎉🎉🎉🎉

[ebanbisong]

Yes! I would like more content are fans of whole life insurance who do not sell the product.

[cwall]

I definitely don’t prescribe to Dave Ramsey’s advice on paying off your mortgage.