Life Insurance Training Resources
Welcome to Big Life Financial’s proprietary resource library. This page is for your professional use only NOT to be shared with anyone outside of our organization. You may use the concepts to help clients, but please don’t direct them to this page.
I didn’t invent the different strategies and concepts listed below, but we have tweaked many of them to meet the needs of the business owners we serve. I have also worked on how to integrate them into a comprehensive and cohesive plan for clients so they can be better served in building a BIGGER LIFE!
This information will take a while to digest, so do it in bite sized pieces. I suggest spending 30-60 minutes a day learning these concepts, reading the books, watching the videos, etc. and building the habit of getting better each day. (NOTE: With the videos, I suggest only watching one per day – even watching it more than once – so that you can fully grasp the concept it’s covering.
If you go at that “slower” pace, you’ll retain more of the information and actually move faster!
Good Financial Books, Podcasts, and Resources:
Heads I Win, Tails You Lose – Patrick Donahoe
What Would the Rockefeller’s Do – Garrett Gunderson
Busting the Interest Rate Lies – Kim Butler
The & Asset – Caleb Gwilliams
Also, check out the Prosperity Podcast by Kim Butler. It has a lot of great episodes that will help you fill in your overall knowledge base.
Our Core Money System - The Money Maximization Model
Here is how I present using life insurance as an “infinite banking system” (I call it the Money Maximization Model). There are several examples of my presentation here and they all use different “borrowing” examples, so it may be worth watching each of them eventually (Just start with one and then decide what makes sense):
Fundamental of How Money and Banking Works
IMPORTANT: The video series below is on how to use infinite banking (aka The Money Max Model), why it mimics what banks do, and how it compares with IRA/401k, etc. It’s really good stuff and will give you a deep understanding of what we do. I feel like once you’ve seen these videos, it’s hard to NOT want to use the life insurance strategies we teach: