Visit our website:

https://www.thewealthwarehousepodcast.com/

This week, Dave and Paul unpack a common client question: “What should I do with a windfall?”

Drawing from a recent mastermind with fellow IBC practitioners, they compare strategies for deploying a large lump sum while keeping smart liquidity: one-time PUA lump sums, using a Premium Deposit Fund (PDF Max) to prepay years of premiums, and sequencing dollars so outside cash flows (like note income) auto-fund new policies.

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Episode Highlights:



0:00 - Teaser & open

1:18 - Episode beginning, remembering Charlie Kirk

6:59 - Design ideas and real numbers

12:11 - Scheduling premiums

13:36 - Mastermind case: $700k home-sale windfall

14:38 - Option 1: Large PUA lump sum

18:05 - Option 2: PDF Max

23:04 - Option 3: Sequence the dollars

25:43 - Policy age = more flexibility; job-loss scenarios without surrendering

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a M.A. in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com