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 Protect Your Money When Doing Deals - Generational Gains Ep. 26
Generational Gains
26 minutes
1 year ago
How To Protect Your Money When Doing Deals - Generational Gains Ep. 26
In Episode 26 of the Generational Gains Podcast, Greg Herlean and his son Carson dive into a crucial topic: How to Protect Your Money When Doing Deals.In this value-packed conversation, they share personal experiences and practical advice on:Asking the Right Questions before investingDue Diligence Steps for Real Estate, Partnerships, and MoreAvoiding Emotional Decisions and Staying Focused on Your "Why"The importance of vetting who you invest with and understanding risksFrom first-time invest...
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...
