The Wealth Without Wall Street Podcast podcast show image

The Wealth Without Wall Street Podcast

By Russ Morgan CFP® & Joey Muré



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Round Table | How Do You Know When to Start a New Policy?

• 35 min

How much money are you putting into your insurance policy? Are you ready to get another one? When you utilize the (Infinite Banking Concept) (IBC) using whole life insurance, your insurance policy’s primary purpose is not the death benefit but the living benefits or the many options you will have to grow your wealth. Today’s episode revolves around frameworks to guide you on when to start a new policy and when you should hold off. There isn’t a one-size-fits-all answer. The decision largely depends upon how you intend to use the tool and requires clear financial goals. To learn more about the Infinite Banking Concept, get R. Nelson Nash’s book (Becoming Your Own Banker). -- Want to go even deeper into the conversation? Join our IBC Inner Circle Group membership and gain access to our live podcast recordings, interactive Hot Seat guests on the topics, and exclusive QandA sessions with other members and our coaches. Join here: (

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