Learn
Understand the concepts before making a commitment.
Explore practical lessons, examples, and questions that help you evaluate costs, benefits, and tradeoffs. You can learn at your own pace and bring your questions to our team.
Learning tracks
Start where you are
Three tracks to explore at your own pace. Bring your questions to the team whenever you’re ready.
Managing debt and repayment
Whole life as a financing tool
Full lessons for each track topic
Real Money Masters PodcastNew episodes on YouTube · @HelocJoe
Long-form conversations about Infinite Banking, and the Just Ask Joe series for quick answers.
(opens YouTube in a new tab)Podcast & videos
Listen and watch at your own pace
The Real Money Masters Podcast and the Just Ask Joe series are on YouTube. Selected episodes are in the video library below.
Video library
Watch the podcast and videos
Browse the Real Money Masters Podcast and the Just Ask Joe video series.
Guides & checklists
Questions to Ask Anyone Selling You a Policy
Before you buy, ask about costs, guarantees, early cash value, loan terms, funding commitments, and the alternatives.
- What are all of the costs, in the first years and over time?
- Which values on the illustration are guaranteed, and which are not?
- How much cash value is available early, and when?
- What are the loan terms, and how does interest affect my values?
- What premium am I committing to, and what happens if I stop?
- What are the alternatives, including doing nothing right now?
Have a question about a policy?
Bring these questions to a call, or ask about any illustration you have been shown. Our team will walk through it with you.
Book with Our TeamKey terms
The vocabulary, in plain English
Short definitions of the terms used across our lessons, tools and strategy pages.
Articles
Short reads on the concepts
Plain-English answers to questions we hear, submitted for factual review before publication.
New articles are on the way
Our team is writing plain-English articles on these concepts over the next few weeks. Join the VIP list to hear when they are published.
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Have questions? Learn with our team.
A conversation with our team answers the questions the lessons raise.