What Will My Current Advisor Think of the Infinite Banking Concept?
- Author
- Valerie LaRoque
- Published
- Thu 10 Jul 2025
- Episode Link
- https://sites.libsyn.com/452085/what-will-my-current-advisor-think-of-the-infinite-banking-concept
You’ve done your homework and you’re enthusiastic about the Infinite Banking Concept. But you’re concerned your advisor might not feel the same way.
Truth is, you might be right! And in this episode I’ll share different reasons more advisors aren’t on board with IBC.
I’ll also explain what you can do to make sure you can still take action on Infinite Banking, even if your advisor isn’t sold on the idea.
Listen now!
Show highlights include:
- DIY Danger: How even a finance professional can get in trouble trying to use IBC without help. (2:29)
- How to handle an advisor who doesn’t understand IBC like you do. (6:00)
- What the big banks actually do right, and how IBC lets you duplicate the strategy without risk and volatility. (7:27)
- Real reasons financial advisors might resist IBC. (7:39)
- “Why doesn’t everybody know about Infinite Banking?” The startling but simple explanation. (9:15)
- How IBC’s learning curve sends financial advisors off course. (9:58)
- Overlooked financial strategy Walt Disney and JC Penney leveraged to become household names. You can use it too! (12:41)
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