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Infinite Banking MasteryAuthor: Valerie LaRoque
Having a safe and secure retirement feels impossible today. With inflation, higher taxes, volatile stock, and property markets, it's overwhelming, isn't it? And the banks and government aren't going to help you. We all know this. That's the bad news. The good news? You can live a debt-free life and retire with a sizable nest egg. In fact, this is easy so long as you don't rely on the government and the banks. Valerie LaRoque, your host, is an authorized IBC Practitioner (with the Nelson Nash Institute).. Listen to the Infinite Banking Mastery podcast where you will discover the power of the Infinite Banking Concept (IBC). Grow a tax-free pool of cash. Take full control over your financial future. And most importantly, build your legacy. Language: en Genres: Business, Investing, Personal Journals, Society & Culture Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Beneficiary Reviews - Do You Know Who Your Beneficiaries Are?
Wednesday, 3 December, 2025
Imagine you pass away and the beneficiary of your life insurance policy (or other product with a beneficiary) ends up going to the wrong person. All because your life changed, and your beneficiary should have too, but you forgot to make the changes. It's easy to forget to keep your beneficiary up to date. But in this episode I'll explain why it's vitally important, and what can go wrong if you don't. It might keep your death benefit from ending up in unintended hands. Listen now! Show highlights include: Mindless thing most people do after listing a policy beneficiary. (1:07) The "411" on P.O.D.s: What "payable on death" means and why it might be better for small estates than large estates. (2:40) Why now is the best time to look into the probate process in your state. (4:31) Have a trust and an ex? Make sure you do this one thing. (5:06) Practical reason your parents shouldn't be your beneficiary. (5:32) Still want an ex to be your beneficiary? What to know–and do–to be sure your state doesn't interfere and wreck your planning. (7:31) Why you can't expect a new spouse to be automatically designated as your beneficiary. (8:38) Reach out to me: valerie@alphaomegawealth.com https://www.linkedin.com/in/valerie-laroque-lacp-b569509 Infinite Banking Mastery (infinitebankingnorthwest.com)
