Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Master the Basics of Becoming Your Own Banker 👍🙌

23 Sept 2023 · 1 min

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A YouTube video by Richard Canfield describing a 12-step "getting started" guide for clients who want to implement a 'becoming your own banker' approach. The guide specifies actions for setting up whole life policies, paying premiums, using online banking, and prescribes a sequence of recommended videos and do's/don'ts for the first 90 days and six months. The speaker quotes an example rule: do not refer to your whole life policy as an infinite banking policy.

Chapters

We put together, you know, a 12 step getting started guide that we like our clients to go through when they come aboard and they start working with our team. It recommends very specific items to do as far as setting up the policy, paying your premium, online banking related activities, as well as a list of video content that we want people to go through for the first 90 days, the first six months. And then there's some optional stuff in there, a recommended time, commitment to your learning, etc. You know, at the very bottom of that document is do's and don'ts. And you know what? I'm going to read the very first don't to you here, Jay. It says do not refer to your whole life policy as an infinite banking policy.