Chicago M&A Advisory Firm

M&A Unplugged Episode #28 | Jim Oliver: Infinite Banking

Episode 28

December 30, 2019

Jim Oliver is the founder of CreateTailwind, a unique financial planning firm. On this episode, Jim discusses actual rate of return versus the average rate of return on investments, mastering the infinite banking concept, and life insurance policy rider that generates the borrowing platform.

“We designed it to be the lowest death benefit, highest cash value available.” —  Jim Oliver

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