Preview Mode Links will not work in preview mode

W2 Capitalist | EARN. INVEST. REPEAT.

May 21, 2019

University of Florida and Auburn University Graduate, Anthony Ornella is the Managing Director at Drive Planning Florida, a financial coaching company that focuses on helping you Keep More, Make More and Live More. This perfectly aligns with our EARN. INVEST. REPEAT. mantra and in today's episode Anthony and I unbox the Infinite Banking Strategy. Infinite Banking, a tool for real estate investors, has historically only been known and used by the uber-wealthy but it is a strategy almost everyone can use.  

"To some it's just a product, for me it's a strategy." - Anthony Ornella

Key Discussion Points:

  • What is a mutual insurance company?
  • Term & Permanent Insurance Products
  • Insurance Companies that Pay Dividends over the last 100 years
  • Benefit to the Shareholder
  • Cash Value vs. Death Benefit
  • Ensure Your Insurance Company is Insured
  • What are the minimums and maximums to a policy?
  • Can you smoke marijuana and be an infinite banker?
  • Use old policies to fund new policies.

Episode Affiliate:




Links mentioned in this episode: