Visit our website:

https://www.thewealthwarehousepodcast.com/

This week on Wealth Warehouse, Dave and Paul break down the high-profile lawsuit NASCAR star Kyle Busch filed against Pacific Life after allegedly losing $8.5M in an indexed universal life (IUL) policy.

They unpack why they’re not surprised, how IULs actually work under the hood and why those glossy “tax-free retirement” illustrations can fall apart in the real world. If you’ve ever wondered whether IUL belongs in an Infinite Banking strategy, or as “permanent” life insurance at all, this one’s for you.

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Episode Highlights:

0:00 - Intro

1:10 - Episode beginning

4:18 - Kyle Busch’s lawsuit

12:25 - Nelson Nash’s thoughts on Universal Life

15:17 - Universal Life and why it doesn’t work

18:56 - Life insurance retirement plans (LIRPs)

23:09 - Home ownership and the next generation

25:09 - Bottom line on IULs

33:31 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a M.A. in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com

Visit our website:

https://www.thewealthwarehousepodcast.com/

Part two with pilot/IBC pro Travis Fairbairn digs into the big question: “I’ve got cash value, now what?”

We break down a simple, repeatable way to turn whole life policy cash value into predictable cash flow using amortized notes through a low-risk co-lending club. Travis shows how the strategy repays your policy loan (plus interest), compounds as you recycle dollars, when it makes sense to add another policy, and how even ~$500/month in savings can start with ~$2,500 notes.

We also talk about real uses and why banks start treating you like a partner when you control the banking function.

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

To learn more about Travis's note stacking program you can email info@kindling.network or fill out the form at this link:

https://links.30wconsulting.com/widget/form/yjnxHKSATOK4geqcuFbI

Wealth Warehouse is not affiliated with the notes program and does not offer investment advice or recommendations. To learn more about Travis's note stacking program you can email info@kindling.network or fill out the form at this link:

https://links.30wconsulting.com/widget/form/yjnxHKSATOK4geqcuFbI

Episode Highlights:

0:00 - Intro

0:56 - Episode beginning

3:44 - Natural expansion

5:38 - Who can participate?

11:53 - Being a partner with banks

15:13 - “This is about banking”

17:48 - How Paul uses his notes

19:17 - This method gives you options

21:16 - How you can find out more

22:42 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a M.A. in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

Visit our website:

https://www.thewealthwarehousepodcast.com/

Travis Fairbairn joins Dave and Paul for a fun, super practical chat on Infinite Banking. He details his journey as a corporate jet pilot and how he found IBC, put it to work, and started “stacking notes” to turn policy loans into predictable cash flow.

You’ll hear the story behind it, why using a dollar in more than one place clicked for him, and how he funds big purchases and even premiums through his system.

If you’re IBC-curious or already running policies and want ideas to put cash value to work without losing liquidity, this one’s your lane. Subscribe and come back next week for Part 2!

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

To learn more about Travis's note stacking program you can email info@kindling.network or fill out the form at this link:

https://links.30wconsulting.com/widget/form/yjnxHKSATOK4geqcuFb

Wealth Warehouse is not affiliated with the notes program and does not offer investment advice or recommendations. To learn more about Travis's note stacking program you can email info@kindling.network or fill out the form at this link:

https://links.30wconsulting.com/widget/form/yjnxHKSATOK4geqcuFbI

Episode Highlights:

0:00 - Intro + why Travis is here

1:19 - Meet Travis (pilot, client, IBC user)

3:30 - Life flying Gulfstreams/private jets

5:31 - How he discovered Infinite Banking

8:03 - “Use a dollar in two places” lightbulb

14:13 - Note stacking 101 (policy loans → cash flow)

18:58 - Using notes to fund big purchases

20:11 - Paying annual premiums via policy loans

22:05 - Adding policy #2 and sizing strategy

23:10 - Why he liquidated his 401(k) + lessons learned

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a M.A. in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn: