EPISODE · Jan 5, 2026 · 26 MIN
Episode 34 - Infinite Banking Explained: How Life Insurance Became My Bank
from The Beach Money Podcast with Host, Jordan Adler · host Jim Klauck
Carlos is a financial advisor and life insurance expert. Most people don't want to discuss life insurance or are simply bored with the topic. I met Carlos at the beach a few weeks ago at a sidewalk cafe! We will be introducing you to a concept and strategy that is exciting and could potentially change your life! It takes us a couple of minutes to get warmed up, but watch to the end! Carlos covers who benefits from this strategy, common misconceptions, practical steps to get started, and resources for learning more, with contact information at wealthmadeeasy4u.com. LEARN ABOUT BEACH MONEY AND THE GRATITUDE MOVEMENT CLICK HERE: Beach Money with Jordan Adler
What this episode covers
Carlos is a financial advisor and life insurance expert. Most people don't want to discuss life insurance or are simply bored with the topic. I met Carlos at the beach a few weeks ago at a sidewalk cafe! We will be introducing you to a concept and strategy that is exciting and could potentially change your life! It takes us a couple of minutes to get warmed up, but watch to the end! Carlos covers who benefits from this strategy, common misconceptions, practical steps to get started, and resources for learning more, with contact information at wealthmadeeasy4u.com. LEARN ABOUT BEACH MONEY AND THE GRATITUDE MOVEMENT CLICK HERE: Beach Money with Jordan Adler
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Episode 34 - Infinite Banking Explained: How Life Insurance Became My Bank
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