About this episode

The episode discusses the importance of mindset in policy design, focusing on the differences between rate and volume, and the perspectives of being a customer versus an owner in banking.

Join us for the last episode of Season 5 of the Save Yourself Podcast and Brand and Jordan talk about how policy design is only as effective as your mindset that allows you to leverage it! In this episode the guys discuss the nuance of rate vs volume, and being a customer vs being an owner of the banking function.

People in this episode

Host: Brand

Guests: Brad Lowe, Jordan Cole

Topics covered

• mindset
• policy design
• rate vs volume
• customer vs owner
• banking function

Keywords

• mindset
• policy design
• rate
• volume
• banking
• customer
• owner

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
• 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
• S5E4: "The And Asset" Featuring Jordan Cole and Mike Schwallie · August 22, 2024 · 16 min

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