About this episode

Mike and Jordan discuss practical applications of Infinite Banking policies.

In this episode, Mike and Jordan get practical about putting an Infinite Banking (IBC) policy to work. We cover when to borrow against cash value versus pay cash, how to set a simple repayment rhythm that keeps compounding uninterrupted, and ways owners use IBC for real needs—equipment and truck cycles, payroll seasonality, taxes, and opportunity funding. You’ll hear guardrails for loan-to-value, premium discipline, and avoiding common pitfalls like over-borrowing or letting interest snowball...

People in this episode

Guests: Jordan Cole, Mike Schwallie

Topics covered

• Infinite Banking
• cash value
• loan-to-value
• premium discipline
• financial strategies

Keywords

• Infinite Banking
• cash value
• borrowing
• repayment rhythm
• financial pitfalls

Mentioned in this episode

Organizations: UnlimitWealth

More episodes of Save Yourself Podcast

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• Infinite Banking & Succession Planning with Brad Lowe & Jordan Cole · January 14, 2026 · 23 min
• Is your insurance an asset or an expense? · January 10, 2026 · 16 min
• S5E5: Mindset Matters: Rate vs Volume, Owner vs. Customer Featuring Brad Lowe and Jordan Cole · August 29, 2024 · 17 min
• S5E4: "The And Asset" Featuring Jordan Cole and Mike Schwallie · August 22, 2024 · 16 min

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