In this episode, Chris sits down with the one and only Teri Wilkinson! Her path to Infinite Banking — and ultimately to finding the Life Success & Legacy team — is both inspiring and unique. Teri also happens to be the namesake behind the now-famous DIBS term “Ter’i’aki”! Tune in to hear her story, her […] The post Interview with Teri Wilkinson appeared first on Life Success Legacy ....
In this episode, Chris reconnects with Winnie and Emaghea—the powerhouse team behind Cash Smart for Life. Their mission is to equip parents with the tools and confidence to teach their kids (ages 3–13) about money in a fun and engaging way. Their course is a game-changer for families ready to tackle one of life’s most […] The post Interview with Winnie and Emaghea appeared first on Life Success Legacy ....
What did Nelson Nash mean when he said, “Don’t do business with banks”? In this episode, we break that down. There’s a deep-rooted frustration with traditional banking—and for good reason. Banks retain all the control, provide very little security, and profit off your money while giving you scraps in return. So why do we keep […] The post Banks – What Are They Good For? appeared first on Life Success Legacy ....
In this episode, Chris sits down with the inspiring Toby and Kelly Whitman, valued clients from Houston, Texas. Their journey is nothing short of remarkable, and they share powerful insights and personal experiences that you won’t want to miss. Tune in for a heartfelt and uplifting conversation that highlights the real impact of Infinite Banking […] The post Interview with Toby and Kelly Whitman appeared first on Life Success Legacy ....
In this episode, we’re answering some common questions we hear during coaching sessions—some of the same ones we had when we first started our IBC journey! If you’ve ever wondered ‘Am I doing this right?’ or ‘What happens if…?’ you’re not alone. Tune in as we break things down, clear things up, and maybe even […] The post Coaching Session Quick Hitters appeared first on Life Success Legacy ....
The Life Success & Legacy team recently had the incredible opportunity to attend the Nelson Nash Institute Think Tank! This event brought together passionate practitioners and coaches, all dedicated to the Infinite Banking Concept (IBC). Not only did we get to learn from some of the best minds in the industry, but we also had […] The post Think Tank Recap – 2025 appeared first on Life Success Legacy ....
In this episode, Chris sits down with the incredible Alejandra Perez, a longtime client with an inspiring story you won’t want to miss. Tune in and prepare to be just as impressed as we are! The post Interview with Alejandra Perez appeared first on Life Success Legacy .
In this episode, we’re answering another great audience question: What does LSL actually do—and what don’t we do? Spoiler alert: It all leads back to Nelson Nash and Becoming Your Own Banker. We’ll break down our unwavering focus on Infinite Banking, share personal stories, and discuss why we stay in our lane. Plus, we’ve got […] The post What We Do & Don’t Do… Psst, It’s All IBC! appeared first on Life Success Legacy ....
Join us for an exciting update on the state of the Life Success & Legacy team! Our commitment to Infinite Banking—both for our team and our clients—remains our top priority. In this episode, we’re sharing our plans for 2025, how we’re continuing our mission, and some exciting updates from the team. Tune in to hear […] The post State of the Team: LSL Updates appeared first on Life Success Legacy ....
In this episode, we’re tackling a question that comes up often. It’s rooted in a bit of fear and “what ifs,” but it’s an important one to address: What happens if I find myself in a negative cash flow situation? The truth is, life happens. The good news? Infinite Banking offers a ton of flexibility, […] The post But what if I experience negative cashflow? appeared first on Life Success Legacy ....
In this episode, we’re diving into the spirit of the New Year—not with resolutions, but with a powerful recentering of focus. Join us as we share our personal plans, experiences, and insights, all while exploring how to stay on course in our Infinite Banking journey. It’s a fresh start with purpose and strategy—don’t miss it! The post New Year, New Focus: Recenter Your Path with IBC! appeared first on Life Success Legacy ....
Ever wondered about kid policies and their role in your Infinite Banking journey? We’ve got you covered! In this episode, we dive straight into a topic we’ve teased before: why kid policies matter, when to start them, and how they fit into your IBC strategy. Plus, we’re sharing real-life stories from our own kids’ policies […] The post What’s the deal with kid policies? appeared first on Life Success Legacy ....
In this episode, we tackle a comment we hear all the time—whether it’s in our Boot Camps or our community Discord, this question seems to pop up regularly: “Do I have to be wealthy to start Infinite Banking?” Join us as we break down this common misconception, share personal experiences, and even walk you through […] The post But I have to be wealthy to start IBC… or do I? appeared first on Life Success Legacy ....
Today, we get to celebrate (without roasting!) one of our absolute favorite people—the mastermind behind why each team member now has five personality test results: Chris Bay! Chris is constantly thinking ahead and challenging us to be our best, not just as a team, but for our clients too. We truly wouldn’t be where we […] The post The non-Roast of Chris Bay appeared first on Life Success Legacy ....
Ready to take your Infinite Banking journey to the next level? In this episode, we dive into a core principle: skin in the game. We believe that when you put in the effort to meet us halfway, the rewards you’ll see will multiply. Join the team as we unpack why investing your time, energy, and […] The post Having Some Skin in the Game appeared first on Life Success Legacy ....
In this episode, we dive into a question raised at a recent boot camp: ‘But what if I don’t need the death benefit?’ Join us as we explore why the death benefit is a critical piece of Infinite Banking, and discover creative ways it can be used! You won’t want to miss our insights! The post But I don’t need Death Benefit appeared first on Life Success Legacy .
In this episode, the team takes a deep dive into a key question from a recent Boot Camp: Policy Loans. While we’ve touched on this topic before, this is the first time we thoroughly break down their value and explore the specific benefits of incorporating them into your IBC journey. The post Policy Loans: Deep Dive appeared first on Life Success Legacy .
Today, we have the privilege of not roasting our fearless leader and the mastermind behind Life Success & Legacy, Mike Everett! In a special podcast episode, we managed to wrangle all five remaning teammates together for this non-roast (and trust us, it was a blast). Mike’s leadership is, without a doubt, the driving force behind […] The post The non-Roast of Mike Everett appeared first on Life Success Legacy ....
In this episode, the team takes the opportunity to celebrate Shelley Forbis, the person who holds everything together and ensures every client is well taken care of. Many of you already know Shelley and her relentless dedication to advocating for our clients, but listen as the team shares how we wouldn’t be who we are […] The post The non-roast of Shelley Forbis appeared first on Life Success Legacy ....
In this episode, the team delves into a rarely discussed topic: policy maintenance. We start by introducing the key players and then explore important considerations to keep in mind as life moves forward. This is a good one! The post Policy Maintenance: What does that mean? appeared first on Life Success Legacy .
In this video, the team talks about the challenges of finding like-minded individuals in the Infinite Banking space. To address this, we’ve created the LSL IBC Community Discord! This community is designed to be a space where our clients can connect, share ideas, and support each other through the ups and downs of the Infinite […] The post The LSL IBC Community appeared first on Life Success Legacy ....
In this episode, Chris has the pleasure of interviewing two of the LSL Team’s favorite people: Pei and Nino. They are not only valued clients and enthusiastic advocates for LSL but are also embarking on many exciting adventures of their own. Tune in to discover how you can get involved with what they’re up to! […] The post Interview with Pei Chen and Nino Gonzalez! appeared first on Life Success Legacy ....
In this episode, Chris has the privilege of interviewing Shelley Forbis! While she prefers to stay in the background, ensuring our clients receive the highest level of care, her story deserves to be shared. Take a listen, and you’ll understand why the LSL team feels 100% blessed to have her. The post Shelley Forbis Interview! 2024 Updates appeared first on Life Success Legacy ....
In this episode, we have the opportunity to non-roast our amazing team member and undisputed passive income champion, Mike Kwong! We’ve brought in Haley as an additional roaster—oops, I mean supporter. Her insights, combined with those of Mike, Mike and Chris, create a very fun and heartwarming podcast. Take a listen, and we think you’ll […] The post The non-Roast of Mike Kwong appeared first on Life Success Legacy ....
In this episode, we discuss a statement we hear all the time. “My friend says I can get cheaper whole life insurance!” Our immediate reply? Yes, you can! But it all comes down to your purpose. Listen in as we cut through the noise to show you how properly designed, dividend-paying whole life insurance can […] The post My friend found high cash value Whole Life for way cheaper. Can it be? appeared first on Life Success Legacy ....
In this exciting episode, Chris sits down for an insightful interview with none other than Kish Rao, one of our esteemed associate coaches! With a longstanding friendship that spans years, Kish’s journey culminated in his appointment as an associate coach in 2023. As Chris delves deep into Kish’s passion for IBC and his unwavering commitment […] The post Interview with Kish Rao! appeared first on Life Success Legacy ....
In this episode, we do a follow up discussion about the 2024 Annual Think Tank. We talk about the event, the speakers, the community and more. Some of it is silly, but all of it is good. Take a listen to see why this event is and will continue to be valuable to the Life […] The post Think Tank Follow Up & Takeaways appeared first on Life Success Legacy .
In this episode two Mikes and a Chris discuss the PUA. We’ve discussed the PUA a lot on this podcast, but always from the technical perspective. Mingled in with the technical, this episode provides a broader look at the PUA and even discusses some of the pitfalls that can be experienced. Take a listen. The post What’s the deal with PUA appeared first on Life Success Legacy .
In this video, the Mike’s discuss our experiences and expectations for the upcoming Think Tank. It will be the first time that the whole team has attended! The post Think Tank Preview appeared first on Life Success Legacy .
In this episode, we rewind the clock and journey back to when each of us got into IBC and what our Why was. Everett discusses the team Why and then each of us tells our personal story. Our hope is that this episode inspires current or future clients to dig into the ever so important […] The post Looking back at our Why. appeared first on Life Success Legacy .
