Episode 48: IBC and the Mechanics of Legacy Creation

Wealth Warehouse

Leaving a legacy is arguably one of the most important things a person can do. It’s a difficult task to accomplish that also takes a disciplined mindset and an eye for the future.

In this week’s episode, the fellas take a look at the components of legacy and how it mixes not only with IBC, but also with contemporary views on wealth creation. How should you set up your family members for when you graduate? What need to go right? What could go wrong?

And being fathers themselves, Dave and Paul also dive into what legacy means for them as well as what they are doing to secure the next generation’s future!

Episode Highlights:

(0:00) - Introduction

(0:32) - Beginning of the episode

(3:48) - Client success story

(7:24) - Having different “buckets”

(9:51) - What goes into legacy?

(14:29) - What legacy planning means to Paul and Dave

(19:33) - Nelson weighs in

(23:24) - What Nelson’s plan looks like in action

(26:34) - Some more significant advantages of Nelson’s plan

(33:45) - Episode wrap-up

Is IBC for you? Use this link to schedule and intro call with us:

https://calendly.com/dave-743/wealth-warehouse-intro-call

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[e-mail]