Play Video
New to Family Banking?
Blake will give you the overview in 10 minutes.
Welcome to the Beginner's Course
Introduction to the Course
1) Savings v Investing
2) Spender, Saver, and Compound Interest
3) Compound vs Simple Interest
4) The Banking Process
5) Lesson on Life Insurance
6) How to Overfund a Policy
7) How to Collateralize a Policy
8) Case Study
What's Next?
Introduction to the Course
1) Savings v Investing
Life insurance is not an investment.
2) Spender, Saver, and Compound Interest
There is a hidden cost to paying cash.
3) Compound vs Simple Interest
Never liquidate your savings.
4) The Banking Process
You are involved in the banking process. Which roles do you play?
5) Lesson on Life Insurance
The IRS sets the maximum amount of cash that you can put into a policy. Why?
6) How to Overfund a Policy
Minimize the death benefit and maximize the cash value.
7) How to Collateralize a Policy
Let your money grow even as you use it.
8) Case Study
Calculate cost of paying cash.
What's Next?