In this episode, we ask: What are our clients getting excited about? How have our clients been utilizing their Bank On Yourself solutions? How have our clients invested in Real Estate? How have our clients increased their income? How have our clients worked within their family structures? How have our clients paid their taxes? How...

In this episode, we ask:

What are our clients getting excited about?
How have our clients been utilizing their Bank On Yourself solutions?
How have our clients invested in Real Estate?
How have our clients increased their income?
How have our clients worked within their family structures?
How have our clients paid their taxes?
How have our clients paid for their grandkid’s college?
How are our clients leaving a legacy?
Who is Phil Smith?
How many policies does Phil and his wife own?
What questions did Phil have when he started working with Mark?
How is a Bank on Yourself policy an exercise in simplicity?
What is Phil’s experience with growth?
How has Phil used his policy?
How does Phil, who works at a credit union, see loans?
How does Phil do “not your average average” financial management?
How many creditors have hassled Phil?
How did Phil respond to a policy loan repayment letter?
How are credit unions beneficial?
How does Phil plan on using his policies in the future?
What’s Phil’s advice for first-timers?