BetterWealth with Caleb Guilliams

How do family offices and ultra-wealthy families use life insurance to build, protect, and transfer wealth for generations? Want to See If Whole Life Insurance Can Improve Your Wealth? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity In this BetterWealth episode, Caleb Guilliams sits down with Family Office Expert, Steven Bowles to break down the strategies behind dynasty trusts,...

Life Insurance agent, Jonathan Bell claims he has beaten @LIFE180 $25K IUL challenge but his policy was rejected by Chris Kirkpatrick (Now Revan Vega) for not meeting the fine print. In this interview, Jonathan gives his side of the story in why he believes a properly structured IUL policy can outperform it's projected illustration. DISCLAIMER: Indexed universal life insurance is a complex product...

Watch the Interview on Youtube for Visuals - https://youtu.be/TS_RTVc3PL8 Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-v...

Financial professional Trent Fortner uses mathematical models to compare the long-term outcomes of whole life insurance versus traditional investing. Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Watch the Interview on Youtube for Visuals - https://youtu.be/bNci4Kfxu7s Key topics include: 1. Whole Life vs. Investing: A case study demonstrates how whole life insurance can improv...

Harlan Accola explains how homeowners can strategically use reverse mortgages to create a more efficient retirement and legacy. Accola uses specialized software to demonstrate how individuals can eliminate mandatory monthly mortgage payments, access tax-free cash from home equity, and even generate significant tax deductions. See Your Numbers for Reverse Mortgage: https://movement.com/loans/revers...

Sam Kwak ( @TheKwakBrothers ) and Michael Lush ( @ReplaceYourUniversity ) break the silence on the velocity banking controversy that was stirred up in our previous video with Zach Oehlman, who accused them of lying and spreading false information on paying off your house early. Michael Lush and Sam Kwak address his claims and show how their process actually works compared to what Zach presented. W...

CFP Daniel Flanscha is a financial expert of 40 years who's taking on the claims of The Money Guy Show against infinite banking and whole life insurance. Watch the Interview on Youtube for Visuals - https://youtu.be/5iJ-iQhpcXg Watch The 10 Part Course Here: https://bttr.ly/academic-case Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://b...

Learn how you can turn your life insurance policy into a super Roth for retirement. Tom Love is a CEO and financial wealth expert with over 40 years of experience. He walks through the multiplicity of benefits life insurance can unlock not just for the top 1% but for business owners, entrepreneurs, W2, and retirees. We cover the tax advantages, risk mitigation, non-recourse loan benefits, as well...

Tax lawyer Toby Mathis from Anderson Business Advisors reacts and fact-checks some of the most viral tax advice online, answering the question, can you actually pay zero taxes? Watch the Interview on Youtube for Visuals - https://youtu.be/fLnr5sb_q5w Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Rev...

I sit down with Retirement expert and legend Tom Hegna to discuss the growing support for annuities, particularly the major asset management firm, BlackRock, who used to be critical of annuities and is now buying them in mass and promoting them. Watch the Interview on Youtube for Visuals - https://youtu.be/8mVpfq9MSuk Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Yo...

Meet the man who pioneered one of the biggest developments in the retirement planning industry. Curtis Cloke, a financial professional of 30 years and the man who's credited with pioneering the Deferred Income Annuity, or DIA as it's called. In this interview, Curtis shares the story of how he developed the game changing retirement tool and gives an example of the "Buy Income, Chase Alpha" strateg...

I sit down with the president of the Nelson Nash Institute to walk through the core principles of the infinite banking concept as Nelson Nash intended as well as covering the future of IBC. I also directly address some of my concerns and issues with completely removing banks from one's financial plan. Watch the Interview on Youtube for Visuals - https://youtu.be/M72BN415fOE Want to See If Whole Li...

I sit down with Velocity Banking Expert, Anthony Rushing, to discuss using 1st lien HELOCs to pay off debt. Anthony answers the questions of when this concept does and doesn't make sense, and responds to the most common objections against the strategy. Watch the Interview on Youtube for Visuals -https://youtu.be/JIdrn74opF4 Want to See If Whole Life Insurance Can Improve Your Financial Plan? Sched...

I sit down with Zach Oehlman, a former velocity banking and 1st lien HELOC advocate turned whistleblower—who’s now calling out major figures like Michael Lush and the Kwak Brothers. After years as a top affiliate with Renatus, Zach breaks down the flawed math behind velocity banking, explains why the strategy doesn’t outperform simply paying down your mortgage, and shares details of his lawsuit ag...

I sit down with Ed Slott, America's top CPA and retirement expert to discuss the asset that has the number one benefit in the tax code for tax free money. Watch the Interview on Youtube for Visuals - https://youtu.be/e8oE0VIRCis Buy Your Tickets to the Life Insurance Summit! Click Here: https://betterwealth.com/summit Want a Whole Life Insurance Policy? Schedule Your Clarity Call Here: https://btt...

I sit down with Tom Gober, a Certified Financial Examiner and Certified Fraud Examiner with 41 years of experience, to discuss the growing problem of private equity, fraud, and reinsurance in the life insurance industry. Tom Gober spent 12 years working with the FBI, uncovering major insurance schemes. Now he's blowing the whistle on the riskiest company, Athene Annuity and Life Company, who's con...

I sit down with Real Estate & Infinite Banking expert, Ryan Lee, to break down his step-by-step guide to retire in 10 years or less using life insurance and turn-key real estate to generate $10K a month of tax free income for life. Watch the Interview on Youtube for Visuals - https://youtu.be/Bp36IxXrtG4 Want to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity...

Give me 57 Minutes, and I'll Change The Way You Think About Whole Life Insurance. Life insurance is more than a death benefit, it's a Foundational Asset that helps you keep, protect, and grow your wealth at the same time. In this masterclass, Caleb Guilliams walks through everything you need to know about utilizing max funded whole life insurance to better your wealth and financial legacy for gene...

Sitting down with Garrett Gunderson, a legacy and generational wealth expert, to give a step-by-step guide in how to create, set up, and build generational wealth for your family, just like the Rockefellers. In this video, Garrett gives the three steps to the Rockefeller Method, as well as some bonus steps that often get missed. This is a deep dive into how to structure Living Trusts, life insuran...

I'm putting myself on trial with attorney Frederick Rosenberg, who has spent 30 years as a forensic analyst, picking apart the wreckage of financial disasters. In his book, Dying for Benefits, he comes after the infinite banking concept and agents selling life insurance for income. Can I change his mind? Watch the Interview on Youtube for Visuals - https://youtu.be/MMgdrQ-d4g4 Want a Whole Life In...

In this Interview with wealth expert Kuldeep Madan, we break down how whole life insurance premium financing works for ultra-wealthy family's and when it’s actually a viable strategy. We then compare using whole life insurance and IUL's for premium financing and which one wins in the end. Watch the Interview on Youtube for Visuals - https://youtu.be/ljkaP_J7ZAk Want a Whole Life Insurance Policy?...

I sit down with top planning expert, Rohit Punyani, to break down how Defined Benefit (DB) plans can be used as a powerful tax strategy for business owners and how they can potentially write off 6 to 7+ figure life insurance premiums. In this masterclass, we cover how DB plans (under 401a) work, who they’re best for, and why they allow for significantly larger deductions than traditional 401(k)s....

I sit down with a President at OneAmerica, Dennis Martin, to get an inside look at the 145-year-old insurance company and how they approach life insurance and longterm planning. With over 35 years in the industry, Dennis shares what shaped him from a math nerd to leading one of the largest and most successful finances and insurance companies and their underrated strategy with life insurance design...

Caleb and Revin ( @LIFE180 ) cover the new IUL strategy making rounds on the internet called, Kaizen. The conversation gets tense as Revin calls out Caleb for interviewing Matt Sapaula and shares his perspective on network marketing, and industry debates. Watch the Video on Youtube for Visuals - https://youtu.be/eo0s5qv8pRU Want a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clar...

I'm joined by Logan Hertz from @HazeltineLLC to review my first debate with Jim Dew on whole life insurance and Infinite banking. Where did Jim and I go wrong in our arguments and will there be a follow up date? Watch the Video on Youtube for Visuals - https://youtu.be/Z6xheBkvkO8 Want a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Permanent Life In...