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

Steps In Infinite Banking MASTERY

23 May 2024 · 1 min

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0:58

Speaker A (part of the video 'Steps In Infinite Banking MASTERY') recounts their shift from traditional banking and property & casualty insurance into using infinite banking policies. They describe early misunderstandings—thinking illustrations alone showed mastery—and emphasize that learning to act as a banker (taking and repaying policy loans) was a later, gradual process learned while working with others.

Chapters

If you were to fast forward from 2015 to today could you maybe just expand on that a little bit from your own vantage point? Back when we first got started with our first infinite banking policies like Jeremiah mentioned I actually had a background in banking traditional banking and then P and C insurance which down here in the states is property and casualty. Looking over the documents, the contract, the illustration I thought I knew a lot about what was going on so we used to look at the illustrations together and look at the values go going up. We also did not understand the reality of being a banker when we started had no idea we didn't understand the value of being a banker. We actually didn't learn and hone in on the taking of loans and repaying of loans for a long time. When you work in the business together you start policies together as you start to pick up and learn things you think the other person has been learning with you we learned that.