
← Save Yourself Podcast22 sept. · 11 min
How to Get Started With Unlimit Wealth
How to Get Started With Unlimit Wealth
Curious about Infinite Banking but not sure what actually happens when you reach out? In this episode, Jordan Cole and Mike Schwallie walk through exactly what to expect when you engage with Unlimit Wealth — from the first conversation to a funded policy and beyond. They break the process into three phases: engagement, qualification, and implementation. Engagement is about fit — getting to know each other, understanding your goals, your cash flows, your family dynamics, and whether IBC is the...