In Episode 42 of Generational Gains, Carson walks through a real client’s Infinite Banking policy — showing exactly how it looks 3 years in, how it was originally illustrated, and how it’s actually performing today. This is the part most people never see. Instead of theory or sales language, this episode breaks down: What a whole life policy looks like after the early yearsWhy Infinite Banking feels confusing in years 1–2What actually changes in Year 3 and beyondHow paid-up additions (PUA...
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In Episode 42 of Generational Gains, Carson walks through a real client’s Infinite Banking policy — showing exactly how it looks 3 years in, how it was originally illustrated, and how it’s actually performing today. This is the part most people never see. Instead of theory or sales language, this episode breaks down: What a whole life policy looks like after the early yearsWhy Infinite Banking feels confusing in years 1–2What actually changes in Year 3 and beyondHow paid-up additions (PUA...
Welcome to Episode 27 of Generational Gains! Greg and Carson Herlean kick off 2025 with a powerful discussion on goal setting, financial strategies, and preparing for the year ahead.In this episode, they break down:- Wins & lessons from 2024- Smart tax strategies for high earners- The importance of liquidity in uncertain times- How to stay focused and avoid distractions- Building strong financial foundations with family & friendsCarson shares his approach to wealth-building in his ear...
Generational Gains
In Episode 42 of Generational Gains, Carson walks through a real client’s Infinite Banking policy — showing exactly how it looks 3 years in, how it was originally illustrated, and how it’s actually performing today. This is the part most people never see. Instead of theory or sales language, this episode breaks down: What a whole life policy looks like after the early yearsWhy Infinite Banking feels confusing in years 1–2What actually changes in Year 3 and beyondHow paid-up additions (PUA...
