Infinite Banking & Succession Planning with Brad Lowe & Jordan Cole

About this episode

Brad Lowe and Jordan Cole discuss the essentials of succession planning and infinite banking.

Succession planning begins the day you become an owner. In this episode, Brad and Jordan walk through the core pieces of a simple, durable plan: valuation method, buy-sell structure, who owns the policy, and how cash value can provide orderly funding when a trigger event happens. We compare cross-purchase and entity-redemption designs, talk through key person protection, and outline how policy loans or collateralized loans can deliver liquidity without freezing operations. You will leave with...

People in this episode

Guests: Brad Lowe, Jordan Cole

Topics covered

• succession planning
• infinite banking
• valuation method
• buy-sell structure
• policy loans
• liquidity

Keywords

• succession planning
• infinite banking
• cash value
• buy-sell structure
• policy loans
• liquidity
• key person protection

Mentioned in this episode

Organizations: Save Yourself Podcast, UnlimitWealth

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