Episode 391: Bank On Yourself® In Action: Real Life Business Case Studies


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Feb 27 2025 30 mins   3

In this episode, we ask:



  • Would you like to listen to Episode 388?

  • What are the challenges faced by most entrepreneurs?

  • How is this playing itself out in the real world?

  • How about guarantees?

  • How about liquidity?

  • How about more success?

  • What challenges would this solve?

  • How can business owners level up their cash flow?

  • What do Bank on Yourself® type whole life insurance policy offer business owners?

  • What about lines of credit?

  • Are the banker’s trophy catch?

  • What about paying the interest?

  • What about times of business downturns?

  • What are the limits of lines of credit?

  • What about collateralization?

  • What about interest rates?

  • What about compliance?

  • How about a case study?

  • Is it worth the risk?

  • What is the insurance company contractually obligated to do?

  • What is the top ten list?

  • How about a guaranteed interest rate?

  • What about credit checks?

  • What about your credit score?

  • What about repayment terms?

  • What about loans being called?

  • What about tax-free access to funds?

  • What about the dual benefit of insurance and savings?

  • What about protection against market volatility?

  • What about compounding interest working in your favor (not the bank’s)?

  • What about estate preservation?

  • How might having a guaranteed line of credit help you and your business?

  • How about another case study?

  • What about inventory financing?

  • What about the fourth quarter and the Q4 rush?

  • What about another business case study?

  • What’s the catch?

  • What are the considerations?

  • What about paying off the loan?

  • What other major expenses are in your business?

  • How about this case study?

  • What about paying the tax payment from a policy loan?

  • What about paying off policy loans with windfalls?

  • What is thrilling?

  • How much?!

  • What are the takeaways?

  • Would you like to meet with Mark or one of Mark’s associates?