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

More episodes of Save Yourself Podcast

• Infinite Banking & Syndicated Real Estate with Mike Schwallie & Nolan Sanburn · February 2, 2026 · 17 min
• he 4 Phases of an IBC Policy with Jordan Cole & Mike Schwallie · January 26, 2026 · 18 min
• How the Wealthy Use Their Money with Brad Lowe & Jordan Cole · January 19, 2026 · 16 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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