EPISODE · Aug 18, 2025 · 21 MIN
How to Get Lucky with Life Insurance (It’s Not What You Think) | Generational Gains Ep. 34
from Generational Gains · host Greg Herlean
In this solo episode of Generational Gains, Carson Herlean dives deep into a misunderstood financial tool: whole life insurance.But this isn’t your typical “life insurance talk.”Carson breaks down how locking in your insurability, understanding your cost basis, and having the right mindset can change everything.You’ll learn:✅ Why most people think they know life insurance—but don’t✅ How to use whole life as a strategic financial foundation✅ Why curiosity and courage are the keys to getting “lucky”✅ How policy loans let you leverage capital on your terms✅ What infinite banking really means—and how to do it responsibly✅ How to avoid getting sold the wrong type of policy✅ Why “cost basis” matters more than rate of returnCarson unpacks decades of wisdom into a fresh, real, and digestible explanation—especially helpful for young people who want control, certainty, and a financial tool that doesn’t depend on Wall Street.Subscribe to Generational Gains for weekly truth about wealth, family, business, and life—told through a father-son lens.Want to set up your own policy or learn more? Find Carson on Instagram @carson.herleanWatch the full video episode on Greg's YouTube Channel here: https://www.youtube.com/@gregherleanFollow and connect with Greg on IG: https://www.instagram.com/gregherlean/Check out Greg's website here: https://www.gregherlean.com/Carson's IG: https://www.instagram.com/c.herlean/Carson's TikTok: https://www.tiktok.com/@carsonherlean
What this episode covers
In this solo episode of Generational Gains, Carson Herlean dives deep into a misunderstood financial tool: whole life insurance. But this isn’t your typical “life insurance talk.” Carson breaks down how locking in your insurability, understanding your cost basis, and having the right mindset can change everything. You’ll learn: ✅ Why most people think they know life insurance—but don’t ✅ How to use whole life as a strategic financial foundation ✅ Why curiosity and courage are the keys t...
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How to Get Lucky with Life Insurance (It’s Not What You Think) | Generational Gains Ep. 34
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