Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

On today’s episode, Darren and Christina break down one of the most common questions in infinite banking: Should you own a single cash value life insurance policy, or build wealth with multiple policies? They dive into the pros, cons, and strategies behind both approaches — from simplicity and admin considerations to evolving financial plans, corporate structures, and creating lasting legacies. Whether you're just starting out or expanding your wealth plan, this is a must-listen for anyone serious about using life insurance as a powerful financial tool. Tune in now!

Show notes:

00:00 - Introduction

1:10 - “Two is twice as good as one, but one is definitely better than zero”

1:55 - Is one policy enough?

4:55 - The case against more than one policy

7:25 - The case for multiple policies

14:35 - When is it time to look at corporate owned policies?

20:40 - Real world scenarios

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

On today’s episode, Darren and Christina break down the eight non-negotiables you must have in your infinite banking policy. Yes, we know it’s not “technically” called an infinite banking policy, it’s a strategy, but let’s get to the point! If you’re interested in using the infinite banking strategy or you’re already using it and want to make sure you’re doing the right things, this episode is for YOU. Tune in now!

Show notes:

00:00 - Introduction

2:05 - “It’s as much a process as it is a product”

4:15 - Non-negotiable #1: it must be a participating whole life policy

5:00 - Non-negotiable #2: 60-90% of your deposit should be available in cash value in year 1

6:30 - Non-negotiable #3: By year 3-5, your cash value should be growing by at least your deposit

7:15 - Non-negotiable #4: Picking the right company to work with, there’s only four that we use

9:20 - Non-negotiable #5: Identify your minimum and maximum premiums

11:25 - Non-negotiable #6: Dividend is taken as a paid up addition

13:05 - Non-negotiable #7: Easy loan access and clearly defined loan provisions

16:50 - Non-negotiable #8: Dealing exclusively with a firm that specializes in this strategy

19:35- Recap

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Watch the webinar on the Rockefeller Method now: https://shorturl.at/14eAL

In this episode, Darren and Christina continue their Rockefeller Method series by diving into one of the most misunderstood wealth-building tools: life insurance. But not the way you think.

Chapter 5 of “What Would the Rockefellers Do?” outlines how the ultra-wealthy have been using high-cash-value life insurance policies to grow and protect their wealth for generations. While most people think of insurance as just a payout when you die, the rich think of it as a living benefit — a financial engine they can access and control throughout their lifetime.

We break down how Canadians — business owners, real estate investors, and even everyday families — can use this exact strategy to unlock liquidity, minimize tax, and build multi-generational wealth. Tune in now!

Show notes:

00:00 - Introduction

3:10 - The living benefits of life insurance

8:55 - Breaking down “capital capture”

12:10 - Using life insurance as an opportunity fund

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