Episode 475: Don’t Be the Product. Don’t Be the Consumer. Be the Owner! with Phil Smith

In this episode, we ask:

What is Phil’s history in financial services?

What’s happening with Lake Growth Financial Services?

How is Phil enjoying the Bank On Yourself® strategies?

Inside the credit union, how did the member-owned structure show up?

How does the publicly-traded bank ownership show up?

What about stock-owned life insurance companies?

What about mutually-owned life insurance companies?

What concrete behaviors show up each quarter?

What did banks pull back from in 2020?

What did credit unions continue to offer in 2020?

How is this like a mutually-owned life insurance company?