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Round Table | Tax Advantages of the Infinite Banking Concept
June 10, 2025 · 37 min

How can you build wealth and keep more of it? In today's conversation, Joey, Eric, and Ernie discuss the powerful tax advantages of the Infinite Banking Concept (IBC). 

They discuss why taxes are one of the most underestimated threats to wealth, and how properly structured whole life insurance policies can shield your income now and for generations to come.

Whether you're a business owner, high earner, or legacy builder, this conversation offers a smarter path to financial freedom.

If you're ready to take control of your financial future, tune in and discover the tax-free tools the wealthy have used for decades.

Top three things you will learn:

-Tax-deferred vs. tax-free strategies

-IBC vs. traditional retirement accounts

-How to set up a policy that maximizes control and flexibility

Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.

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