Product vs. Process: Why We Use Life Insurance for Infinite Banking

Most people sit down with a financial advisor expecting to talk about investing. Jordan Cole and Mike Schwallie want to change that conversation from the start. In this episode, they break down one of the core distinctions at Unlimit Wealth — the difference between the product (whole life insurance) and the process (Infinite Banking) — and why understanding both is essential before implementing the strategy. Jordan and Mike walk through what an ideal savings vehicle actually looks like: compe...