Wealth Without Bay Street
CPA Solutions For A Business Owners Whole Life

CPA Solutions For A Business Owners Whole Life

September 1, 2020

Joining Jayson and Richard today is National Director, Tax and Estate Planning at IDC Worldsource Insurance Network Inc. and fellow Infinite Banker, Frank Abate. As you will hear, Frank is very passionate about helping business owners get free from the Tax Man. Just like Richard and Jayson, Frank has helped many people gain back their confidence and financial abilities with Dividend-Paying Participating Whole Life Insurance Policies. Listen as the guys explain the impact the Infinite Banking Concept has helped change the lives of many business owners and their families. 

IN THIS EPISODE, YOU WILL LEARN:

  • [00:07:25] Why Do CPA’s Often Miss This Strategy?
  • [00:14:00] Why This Works With Business Owners & Their Corporate Plans
  • [00:23:53] Tax Advantages
  • [00:37:45] What Is Frank’s Inspiration?
  • [00:45:56] Who Does Frank Want To Be A Hero Too?

 

 

📌 EPISODE LINKS:

Follow Frank Abate

On LinkedIn: https://www.linkedin.com/in/frank-abate-383722114/

 

Frank’s Message on Youtube - Power of Private Corporations Putting cash into Life policies: https://www.youtube.com/watch?v=69v5abV82iA 

 

Frank Abate, Transferring Ownership of a Life Insurance Policy: https://www.youtube.com/watch?v=cj7iGk6NkaU

 

Frank walking through a Canadian Corporate Policy case: https://www.youtube.com/watch?v=hmmKyioRevM

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

 

 

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RESOURCES

Becoming Your Own Banker by R. Nelson Nash Book:

https://wealthwithoutbaystreet.com/ownbankerbook

The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://wealthwithoutbaystreet.com/IBCcase

The And Asset by Caleb Guilliams:

https://wealthwithoutbaystreet.com/theandasset

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

24. Client Series - Five Years With The Infinite Banking Concept

24. Client Series - Five Years With The Infinite Banking Concept

August 18, 2020

Joining Jayson & Richard today is long time friend & loving father, The Family Mortgage Guy a.k.a. Curtis Arnold. Curtis has been a client & fellow Infinite Banking practitioner for just over five years. During this time, Curtis has used the available cash value to help fund his real estate business.  Curtis, Jayson & Richard discuss the many benefits of Becoming Your Own Banker. Most people will be in disbelief until they actually do their research & see for themselves how life changing these policies can be. Listen in to hear the importance of starting a Participating Dividend-Paying Whole Life Insurance for kids. 

IN THIS EPISODE, YOU WILL LEARN:

  • [00:04:23] What Inspired Curtis To Implement The Process Of Infinite Banking?
  • [00:10:58] Advice For People Researching IBC
  • [00:18:32] Can IBC Survive A Pandemic?
  • [00:28:45] How Does It Feel To Be in Control?
  • [00:36:03] Most Reflected On Part of Nelson Nash’s Book

📌 EPISODE LINKS:

Follow Curtis Arnold

On LinkedIn: https://www.linkedin.com/in/curtislarnold

On Facebook: https://www.facebook.com/curtisarnoldmortgagebroker/

 

Check out The Family Mortgage Guy on his website: https://familymortgageguy.com/

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

 

 
 

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RESOURCES

Becoming Your Own Banker by R. Nelson Nash Book:

https://wealthwithoutbaystreet.com/ownbankerbook

The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://wealthwithoutbaystreet.com/IBCcase

The And Asset by Caleb Guilliams:

https://wealthwithoutbaystreet.com/theandasset

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

23. Client Series - Experiencing The Power of Infinite Banking

23. Client Series - Experiencing The Power of Infinite Banking

August 11, 2020

Today Richard and Jayson are joined by their friend and fellow Infinite Banker, Fong Chua. Fong is an Amazon #1 Bestselling Author, Speaker, Real Estate Investor,  Business Coach and Podcast Host. He has been his own banker for approximately 9 years now. In those 9 years, Fong has been able to fund his real estate business and also help friends in need with the cash value he accumulates inside of his Participating Dividend-Paying Whole Life Insurance Policy. Fong’s passion is to add value to others and help them unlock their true potential. Tune in to hear the trio discuss all the benefits that Infinite Banking brings.

IN THIS EPISODE, YOU WILL LEARN:

  • [00:07:06] What Role Has The Process Of Becoming Your Own Banker Played In Fong’s Journey?
  • [00:13:48] Joint Venture Deals
  • [00:22:17] Most Resonating Aspect Of Become Your Own Banker
  • [00:29:19] Meeting Nelson Nash
  • [00:37:35] The Power Of Coaches

📌 EPISODE LINKS:

Follow Fong Chua

On Facebook: https://www.facebook.com/fong.chua.7

On Twitter: https://twitter.com/fongchua

On LinkedIn: https://www.linkedin.com/in/fongchua/

Available for FREE Download:

Make More Work Less by CONNECTING: Releasing the Power of Effective Communication

 

Make More, Work Less: The Guide to Unlocking Your Potential to Live and Work on Your Own Terms

Purchase your copy of Fong’s books:

Make More Work Less by Creating Your Gateway to Stardom

 

Make More Work Less By Building A Team: The Secrets to Selecting, Building and Maintaining an Ultimate Power Team

 

Make More Work Less With Cashflow: The Step by Step Keys to Finding, Acquiring and Maintaining Cashflow Investment Properties

 

Check out Fong’s website: http://www.meetfongchua.com/

 

Engineer Your Success with Fong Chua: https://www.fongchua.com/

 

Check out Assurance Real Estate Acquisitions Inc. on their website: http://yourarea.ca/

 

Subscribe to yourAREATV on YouTube: https://www.youtube.com/user/yourAREATV

 

Subscribe & listen to The PEAK Potential Success Show: https://open.spotify.com/show/2SsT96aHFy9PvDwPpS9M0G 

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

 

 
 

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RESOURCES

Becoming Your Own Banker by R. Nelson Nash Book:

https://wealthwithoutbaystreet.com/ownbankerbook

The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://wealthwithoutbaystreet.com/IBCcase

The And Asset by Caleb Guilliams:

https://wealthwithoutbaystreet.com/theandasset

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

22. The Power of Policy Loans

22. The Power of Policy Loans

August 4, 2020

Taking energy out of the commercial banking system and adding that energy into your own system makes so much sense especially in times like we are facing right now.  Even through a global pandemic, Participating Dividend-Paying Whole Life Insurance Policies shines through like a beacon in the night. Once you own one of these fabulous policies, as long as you have a cash balance available, you will never have to “qualify” to gain access to that amount.  During this pandemic, these policies have been even more beneficial to their owners because they’re been able to do things like keep their employees paid, and most importantly, keep their families fed.  Being co-owners of an insurance company, participating in the divisible surplus of the profits of that company on a yearly basis is a way that you’re able to take control of your money while receiving the piece of mind knowing that you’re able to take care of things when needed.  Listen as Jayson and Richard discuss these topics as well as the benefits of owning a completely unstructured loan where you’re able to dictate the terms.

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

 
 

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RESOURCES

Becoming Your Own Banker by R. Nelson Nash Book:

https://wealthwithoutbaystreet.com/ownbankerbook

The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://wealthwithoutbaystreet.com/IBCcase

The And Asset by Caleb Guilliams:

https://wealthwithoutbaystreet.com/theandasset

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

21. Real Estate Investing with Infinite Banking

21. Real Estate Investing with Infinite Banking

July 28, 2020

When it comes to real estate, most people think, “Location, Location, Location.”  Why not say, “Location of the Equity, Location of the Equity, Location of the Equity?”  When you have a Participating Dividend-Paying Whole Life Insurance Policy, all of the cash value in the policy is growing daily, uninterrupted by the loan balance.  Is this a possibility when getting a mortgage from a bank?  Absolutely not.  As all real estate investors know, having access to capital is very important.  So, our question to you is, why get a loan from a bank when you can borrow money from your insurance policy and pay yourself back?  Inside the process of Becoming Your Own Banker, you will see all the benefits that these policies can do to your life. The longer you let someone else control the function of banking in your life, the longer you’re penalizing yourself.

 

Become Your Own Banker….It’s a Win-Win Situation!

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

 

 
 

 

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RESOURCES

Becoming Your Own Banker by R. Nelson Nash Book:

https://wealthwithoutbaystreet.com/ownbankerbook

The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://wealthwithoutbaystreet.com/IBCcase

The And Asset by Caleb Guilliams:

https://wealthwithoutbaystreet.com/theandasset

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

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