Episode #69 How the Rockefeller Waterfall Method Really Works (And How to Use It for Your Family)

Most families never really plan for what happens after they’re gone—not because they don’t care, but because the legacy conversation feels uncomfortable and easy to avoid. In this episode, I break down the Rockefeller “Waterfall Method” in simple terms and show how they’ve used whole life insurance and a family trust to grow and transfer wealth for generations. We walk through the key roles in a policy and a trust, how Amanda and I are structuring this for our own family, and why your trust isn’t “set it and forget it” but a living system that needs clear rules and ongoing stewardship. If you’ve been wondering how to move from just having life insurance to actually building a generational wealth structure, this will give you a high-level roadmap to start that process.📥 Download the FREE Legacy Builder Outline→ ⁠https://legacylifeprocess.com/legacy-builder-outline⁠Want to Learn More?If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!Watch my whole Infinite Banking Playlist here:https://www.youtube.com/playlist?list=PLPFOpSOEjJzR98aL5DB-akN2OCa7hjw_dIf you’re ready to learn more you’ve got to watch our full Save & Spend System Overview Here:→ https://legacylifeprocess.com/save-and-spend-system⁠⁠⁠📞 Book a Free Cash Consultation Callhttps://calendly.com/shawnksfg/infinite-banking📥 Download the FREE Legacy Builder Outline→ https://legacylifeprocess.com/legacy-builder-outline📲 ⁠⁠⁠⁠Download the FREE Budget Template→ https://legacylifeprocess.com/budget-template-and-training🌐 Website: https://legacylifeandretirement.com/📚 Purchase a copy of Becoming Your Own Banker: Amazon→ https://a.co/d/3YmEAoEAll Social Media & Podcast Linkshttps://linktr.ee/legacylifeandretirement📧 [email protected]