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Session #15 - JL31/26 Growing Your System: Mindset, EDO & Policy Offset | Verity Play

Forward in 60 · Video

Session #15 - JL31/26 Growing Your System: Mindset, EDO & Policy Offset

Category Forward in 60Runtime 51:09

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Mindset shifts can create lasting opportunities for your banking system and long-term wealth strategy. Rethink policy loan repayments to help expand your banking system and create additional EDO room over time. Consider the impact of policy offset and why continuing to fund your policy may support greater long-term capital growth. Think beyond individual policies by viewing your system as a family banking strategy that supports multi-generational wealth building.

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Session #1 - JA16/26 - Building a Family Banking System: Mortgages, Capital & Long-Range Thinking

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Session #1 - JA16/26 - Building a Family Banking System: Mortgages, Capital & Long-Range Thinking

Session #1 - JA16/26 - Building a Family Banking System: Mortgages, Capital & Long-Range Thinking

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Session #2 - JA30/26 - Profit First & Infinite Banking: Building a Financial Tailwind

Session #2 - JA30/26 - Profit First & Infinite Banking: Building a Financial Tailwind

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Session #3 - FE13/26 - Turning Debt Into an Asset: Policy Design, Cash Flow & Financial Control

Session #3 - FE13/26 - Turning Debt Into an Asset: Policy Design, Cash Flow & Financial Control

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Session #4 - FE27/26 - Thinking Long-Range & Building Family Wealth

Session #4 - FE27/26 - Thinking Long-Range & Building Family Wealth

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Session #6 - MR27/26 - Mortgage Strategy & Cash Flow

Session #6 - MR27/26 - Mortgage Strategy & Cash Flow

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Session #7 - AP10/26 - Lifetime Extender Exercise

Session #7 - AP10/26 - Lifetime Extender Exercise

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Session #10 - MA22/26 - Using Existing Expenses To Build Wealth

Session #10 - MA22/26 - Using Existing Expenses To Build Wealth

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Session #12 - JN19/26 - Smith Maneuver - Part 1

Session #12 - JN19/26 - Smith Maneuver - Part 1

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Session #13 - JL3/26 - Smith Maneuver Part 2

Session #13 - JL3/26 - Smith Maneuver Part 2

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Session #14- JL17/26 - Simple Tax Strategies / A Creative Strategy for Funding Your PUA

Session #14- JL17/26 - Simple Tax Strategies / A Creative Strategy for Funding Your PUA

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Session #2 - JA30/26 - Profit First & Infinite Banking: Building a Financial Tailwind

Forward in 60 · Video · 50:54

Session #3 - FE13/26 - Turning Debt Into an Asset: Policy Design, Cash Flow & Financial Control

Session #3 - FE13/26 - Turning Debt Into an Asset: Policy Design, Cash Flow & Financial Control

Forward in 60 · Video · 55:04

Session #4 - FE27/26 - Thinking Long-Range & Building Family Wealth

Session #4 - FE27/26 - Thinking Long-Range & Building Family Wealth

Forward in 60 · Video · 52:04

Session #6 - MR27/26 - Mortgage Strategy & Cash Flow

Session #6 - MR27/26 - Mortgage Strategy & Cash Flow

Forward in 60 · Video · 48:44

Session #7 - AP10/26 - Lifetime Extender Exercise

Session #7 - AP10/26 - Lifetime Extender Exercise

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Session #10 - MA22/26 - Using Existing Expenses To Build Wealth

Session #10 - MA22/26 - Using Existing Expenses To Build Wealth

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Session #12 - JN19/26 - Smith Maneuver - Part 1

Session #12 - JN19/26 - Smith Maneuver - Part 1

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