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 some exciting updates on our upcoming LIVE boot camps—you won’t want to...

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 what’s ahead! The post State of the Team: LSL Updates appeared first on Life Suc...

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, and the Life Success & Legacy team is here to guide you through these situations. Take a listen...

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 firs...

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 to give you an inside look. It’s insightful, personal, and packed with prac...

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 an example using our software. If you’ve ever wondered whether Infinite Banking is on...

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 are without his vision, and we’re so grateful for everything he brings to the t...

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 commitment could be the game-changer you didn’t know you needed. Tune in—it might just be more valuable th...

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 incredible success of LSL. Whether it’s asking the tough que...

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 without her. The post The non-roast of Shelley Forbis appeared first on Life Suc...

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 Banking journey. If you’re interested in joining, just reach out to our...

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! You can listen to ‘Finding Financial Fitness’ on Apple or wherever you liste...

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 agree: Mike Kwong is one of the absolute best. T...

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 transform your financial landscape. The post My friend found high cash value Whol...

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 to empowering others, listeners are treated...

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 Success & Legacy team. 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 Why. The post Looking back at our Why. appeared first on Life Success Legacy .

In this episode, the team reflects on the recent holiday season and the possible conversations that might have come up. Namely, conversations about Infinite Banking. Whether you’re an agent or a client, you might get asked what you do for a living, or maybe how you manage your money. Listen to see what the team does in these situations, and what we recommend you do! The post Want to have an...

In this episode we discuss a topic we’ve covered in a couple of different ways throughout the podcast; the wind current. However, we’ve never broken down all of the language that surrounds the phrase and how it applies to Infinite Banking! Take a listen and see if you already knew how it all works, or maybe you learned a thing or two! The post Turning the Wind Current: Outside vs Insid...