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...
How to Get Lucky with Life Insurance (It’s Not What You Think) | Generational Gains Ep. 34
Generational Gains
21 minutes
4 months ago
How to Get Lucky with Life Insurance (It’s Not What You Think) | Generational Gains Ep. 34
In this solo episode of Generational Gains, Carson Herlean dives deep into a misunderstood financial tool: whole life insurance. But this isn’t your typical “life insurance talk.” Carson breaks down how locking in your insurability, understanding your cost basis, and having the right mindset can change everything. You’ll learn: ✅ Why most people think they know life insurance—but don’t ✅ How to use whole life as a strategic financial foundation ✅ Why curiosity and courage are the keys t...
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...
