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

On today’s episode, Darren sits down with Joe DiPenta. Not only did Joe win the Stanley Cup with the Anaheim Ducks, he’s also a great friend of Control and Compound and has been vital in implementing EOS (entrepreneurial operating system) at C&C. Whether you’re a business owner, a Canadian, or a sports fan, this conversation has something for everyone. From hockey highlights to business breakthroughs, Joe shares insights on winning both on the ice and in the office. Tune in and get ready to be inspired!

Show notes:

00:00 - Introduction to Joe DiPenta

1:40 - Joe’s journey in the game of hockey

8:25 - Joe on winning the Stanley Cup with Anaheim

17:00 - Joe’s day with the Cup

20:00 - Joe’s transition out of pro hockey and into the business world to become an EOS implementer

22:15 - What is EOS?

23:50 - Joe on the EOS process

27:50 - Joe on “right person right seat”

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

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

On today’s episode, it’s the June update! We can’t believe the summer’s almost here but Darren and Christina have lots to chat about including a Bank of Canada update, a closer look at inflation, an interesting chat about who’s currently buying Bitcoin, as well as some life insurance industry news you don’t want to miss. Tune in now!

Show notes:

00:00 - Introduction

00:55 - Bank of Canada update

4:50 - Canadian dollar update

6:35 - Bitcoin update

11:05 - Real estate update

16:40 - Economic news

19:20 - Life insurance industry news

23:50 - Control and Compound news

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

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

On today’s episode, Darren and Christina dive into the global bestseller "The 5AM Club" by Robin Sharma — a book that’s transformed the routines of billionaires, pro athletes, and top performers. They break down the 20/20/20 formula, the power of the victory hour, and why investing in yourself first thing in the morning might be the greatest financial decision you’ll ever make. Tune in now!

Show notes:

00:00 - Introduction

2:20 - What is “The 5AM Club” about?

6:25 - The 20/20/20 Formula

12:35 - Why does this book matter for wealth builders?

14:50 - Day stacking

17:35 - Is the 5AM club for everyone?

20:30 - A challenge for our listeners!

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

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On today’s episode, we’re asking a question that a lot of us don’t want to ask: “What happens to my business when I die?” And more importantly, what do you need to know about death and taxes in Canada when it comes to your business. Darren and Christina break it all down including RRSPs, capital gains, corporate real estate, and of course utilizing life insurance in your tax planning. They also go through a great real world example and finish with a quick summary of how the Rockefeller Method works. Tune in now!

Show notes:

00:00 - Introduction

1:20 - Understanding death and taxes in Canada

7:15 - RRSPs and capital gains

9:50 - Corporate real estate

12:05 - Life insurance as part of tax planning

16:20 - Example of an entrepreneur who started a business from scratch and after 20-30 years, the business is worth 10 million and the entrepreneur passes away… what happens next?

25:30 - Non-tax considerations

30:20 - The Rockefeller Method

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

SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar

We’re back with part 2 of our series on the Rockefellers and in this episode, Darren and Christina are breaking down what the Rockefellers called their “Family Legacy Rings”. These 3 legacy rings are the family office, the family retreat, and the family constitution and they play a vital role in ensuring that the family understands the responsibilities they have when it comes to the family wealth. Tune in now!

Show notes:

00:00 - Introduction

1:50 - Breaking down “Family Legacy Rings” - Number one: The family office

4:05 - Number two: The family retreat

8:20 - Number three: The family constitution

14:50 - The power of cash value life insurance

18:10 - Wrap up

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