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Life Success & Legacy - Podcast

Life Success & Legacy

This podcast series is intended to be a continuing education series where we recap some basics, and also dive into the depths! Join us would you! If you have suggestions, send us a note!

Business Education Courses Management
Update frequency
every 13 days
Average duration
28 minutes
Episodes
186
Years Active
2016 - 2025
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Policy Loans: Deep Dive

Policy Loans: Deep Dive

In this episode, the team takes a deep dive into a key question from a recent Boot Camp: Policy Loans. While we’ve touched on this topic before, this is the first time we thoroughly break down their …
00:44:42  |   Fri 04 Oct 2024
The non-Roast of Mike Everett

The non-Roast of Mike Everett

Today, we have the privilege of not roasting our fearless leader and the mastermind behind Life Success & Legacy, Mike Everett!
In a special podcast episode, we managed to wrangle all five remaning t…
00:43:54  |   Fri 20 Sep 2024
The non-roast of Shelley Forbis

The non-roast of Shelley Forbis

In this episode, the team takes the opportunity to celebrate Shelley Forbis, the person who holds everything together and ensures every client is well taken care of. Many of you already know Shelley …
00:24:21  |   Fri 06 Sep 2024
Policy Maintenance: What does that mean?

Policy Maintenance: What does that mean?

In this episode, the team delves into a rarely discussed topic: policy maintenance. We start by introducing the key players and then explore important considerations to keep in mind as life moves for…
00:27:00  |   Mon 26 Aug 2024
The LSL IBC Community

The LSL IBC Community

In this video, the team talks about the challenges of finding like-minded individuals in the Infinite Banking space. To address this, we’ve created the LSL IBC Community Discord! This community is de…
00:24:22  |   Fri 09 Aug 2024
Interview with Pei Chen and Nino Gonzalez!

Interview with Pei Chen and Nino Gonzalez!

In this episode, Chris has the pleasure of interviewing two of the LSL Team’s favorite people: Pei and Nino. They are not only valued clients and enthusiastic advocates for LSL but are also embarking…
00:48:03  |   Fri 26 Jul 2024
Shelley Forbis Interview! 2024 Updates

Shelley Forbis Interview! 2024 Updates

In this episode, Chris has the privilege of interviewing Shelley Forbis! While she prefers to stay in the background, ensuring our clients receive the highest level of care, her story deserves to be …
00:39:12  |   Thu 18 Jul 2024
The non-Roast of Mike Kwong

The non-Roast of Mike Kwong

In this episode, we have the opportunity to non-roast our amazing team member and undisputed passive income champion, Mike Kwong! We’ve brought in Haley as an additional roaster—oops, I mean supporte…
00:35:40  |   Fri 28 Jun 2024
My friend found high cash value Whole Life for way cheaper. Can it be?

My friend found high cash value Whole Life for way cheaper. Can it be?

In this episode, we discuss a statement we hear all the time. “My friend says I can get cheaper whole life insurance!” Our immediate reply? Yes, you can! But it all comes down to your purpose. Listen…
00:23:06  |   Mon 03 Jun 2024
Interview with Kish Rao!

Interview with Kish Rao!

In this exciting episode, Chris sits down for an insightful interview with none other than Kish Rao, one of our esteemed associate coaches! With a longstanding friendship that spans years, Kish’s jou…
00:30:46  |   Fri 26 Apr 2024
Think Tank Follow Up & Takeaways

Think Tank Follow Up & Takeaways

In this episode, we do a follow up discussion about the 2024 Annual Think Tank. We talk about the event, the speakers, the community and more. Some of it is silly, but all of it is good. Take a liste…
00:36:10  |   Fri 19 Apr 2024
What’s the deal with PUA

What’s the deal with PUA

In this episode two Mikes and a Chris discuss the PUA. We’ve discussed the PUA a lot on this podcast, but always from the technical perspective. Mingled in with the technical, this episode provides a…
00:29:29  |   Fri 22 Mar 2024
Think Tank Preview

Think Tank Preview

In this video, the Mike’s discuss our experiences and expectations for the upcoming Think Tank. It will be the first time that the whole team has attended!


00:24:12  |   Fri 23 Feb 2024
Looking back at our Why.

Looking back at our Why.

In this episode, we rewind the clock and journey back to when each of us got into IBC and what our Why was. Everett discusses the team Why and then each of us tells our personal story. Our hope is th…
00:47:03  |   Fri 26 Jan 2024
Want to have an engaging conversation about IBC? Start here.

Want to have an engaging conversation about IBC? Start here.

In this episode, the team reflects on the recent holiday season and the possible conversations that might have come up. Namely, conversations about Infinite Banking. Whether you’re an agent or a clie…
00:38:18  |   Fri 12 Jan 2024
Turning the Wind Current: Outside vs Inside Debt

Turning the Wind Current: Outside vs Inside Debt

In this episode we discuss a topic we’ve covered in a couple of different ways throughout the podcast; the wind current. However, we’ve never broken down all of the language that surrounds the phrase…
Fri 29 Dec 2023
Convertible Terms. Why are they important?

Convertible Terms. Why are they important?

In this episode, we discuss convertible terms. We’ve touched on this topic several years ago and felt a refresher was in order. Take a listen to see how the Life Success & Legacy team coaches our cli…
00:33:24  |   Fri 15 Dec 2023
Debt or Investments? Which should I do first?

Debt or Investments? Which should I do first?

In this episode, we tackle a recent Boot Camp question. Is it smarter to attack debt first, with your IBC plan, or go for passive income through investments? Take a listen to see how the Life Success…
00:28:42  |   Fri 01 Dec 2023
Is Whole Life the only way to do IBC?

Is Whole Life the only way to do IBC?

In this episode, the team tackles a question from our recent boot camp about different ways to implement Infinite Banking. Does it always have to be Whole Life Insurance, or can we use another produc…
00:29:29  |   Sat 18 Nov 2023
How long do I have to pay premiums?

How long do I have to pay premiums?

In this episode, the team revisits a question we answered many years ago, but with fresh takes and new perspectives. How long DO you have to pay premiums? Take a listen and let us help you get out of…
00:29:06  |   Fri 03 Nov 2023
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