CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder...
Transcript of CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder...
![Page 1: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/1.jpg)
![Page 2: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/2.jpg)
![Page 3: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/3.jpg)
![Page 4: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/4.jpg)
Welcome to the Live Webinar
![Page 5: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/5.jpg)
- 19 yearsin financial services
- Clients across the USA
- Founder ofFocus Wealth Group
- Infinite Banking Practitioner
![Page 6: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/6.jpg)
Housekeeping…
Barry Brooksby
Founder – Focus Wealth Group
![Page 7: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/7.jpg)
MY GOAL
Barry Brooksby
Founder – Focus Wealth Group
- A better system to grow and protect your money
- Predictability and guarantees
- Create more wealth along the way
- Know your financial future
- More peace of mind…
![Page 8: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/8.jpg)
And here’s why…
Barry Brooksby
Founder – Focus Wealth Group
US Debt Clock
The Retirement Gamble
The Pension Gamble
Market problems
401k problems
And…
![Page 9: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/9.jpg)
Systematically Plundering
the American Consumer…
![Page 10: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/10.jpg)
Ultimately why I want to
help you learn about this…
Barry Brooksby
Founder – Focus Wealth Group
![Page 11: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/11.jpg)
Barry Brooksby
Founder – Focus Wealth Group
UNCERTAINTY
![Page 12: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/12.jpg)
Let’s talk about a solution
and what many are
doing about it
Barry Brooksby
Founder – Focus Wealth Group
![Page 13: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/13.jpg)
Wal-Mart
General Electric
Comcast
Walt Disney
JC Penney
Ray Croc
John D. Rockefeller
Morgan family
Rothschild family
Barry Brooksby
Founder – Focus Wealth Group
Nike
Pampered Chef
Proctor & Gamble
Stanford University
Verizon
AT&T
John F. Kennedy
Franklin D.
Roosevelt
And the list goes
on…
![Page 14: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/14.jpg)
![Page 15: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/15.jpg)
What do these names
have in common?
Barry Brooksby
Founder – Focus Wealth Group
![Page 16: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/16.jpg)
They all use cash value insurance in
their business and/or personal lives.
Barry Brooksby
Founder – Focus Wealth Group
![Page 17: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/17.jpg)
What is the Infinite Banking?
Barry Brooksby
Founder – Focus Wealth Group
![Page 18: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/18.jpg)
Infinite Banking Concept:
Barry Brooksby
Founder – Focus Wealth Group
• Nelson Nash created the concept in the 80’s.
• Uniquely designed, properly structured whole life
cash value insurance policy.
• With a Participating, Dividend Paying, Mutual life
insurance company.
• A way for people to “become their own bank” by
taking control of the banking function in their lives.
• The book, “Becoming Your Own Banker” published
in 2008.
![Page 19: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/19.jpg)
![Page 20: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/20.jpg)
Infinite Banking
Barry Brooksby
Founder – Focus Wealth Group
Also know as…
Bank on Yourself
770 Account or 702(j) Account
Cash Flow Banking or Cash Flow Insurance
Family Banking, Private Family Banking, or
The Family Banking System
Cash Value Plan
![Page 21: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/21.jpg)
How to Capitalize On It
and
Establish Your Plan
Barry Brooksby
Founder – Focus Wealth Group
![Page 22: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/22.jpg)
Barry Brooksby
Founder – Focus Wealth Group
Whiteboard/PUA & Base
1 Illustration example
![Page 23: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/23.jpg)
Barry Brooksby
Founder – Focus Wealth Group
How do Policy Loans work?
![Page 24: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/24.jpg)
Barry Brooksby
Founder – Focus Wealth Group
BANKING
![Page 25: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/25.jpg)
Barry Brooksby
Founder – Focus Wealth Group
INCOME
![Page 26: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/26.jpg)
More problems:
Barry Brooksby
Founder – Focus Wealth Group
• Taxes
• Fees
• Volatility
• Inflation
![Page 27: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/27.jpg)
![Page 28: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/28.jpg)
![Page 29: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/29.jpg)
![Page 30: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/30.jpg)
Ways to use Infinite Banking...
Barry Brooksby
Founder – Focus Wealth Group
Loans for business, real estate, cars, vacation, etc.
Pension Maximization
Pay off higher interest rate debts
Businesses can use it for equipment financing
Tax-Free retirement income
And on, and on…
![Page 31: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/31.jpg)
Barry Brooksby
Founder – Focus Wealth Group
Guaranteed
Liquid
Protected
Tax-Free
Infinite Banking Concept
![Page 32: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/32.jpg)
Thank you for attending
the LIVE Webinar on the Infinite Banking Concept!
Barry Brooksby
Founder – Focus Wealth Group
![Page 33: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/33.jpg)
For More Information:
www.FocusWealthGroup.com
Office: 435-429-1600
Barry Brooksby
Founder – Focus Wealth Group
![Page 34: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/34.jpg)
![Page 35: CPE for CPAs | Best Free CPE Webinars & Courses | myCPE · Infinite Banking Barry Brooksby Founder –Focus Wealth Group Also know as… Bank on Yourself 770 Account or 702(j) Account](https://reader034.fdocuments.in/reader034/viewer/2022042403/5f15ecca88e24f245a343e08/html5/thumbnails/35.jpg)