Life Insurance as Investment Strategy: Pros and Cons | Hoffman Wealth Management, LLC. posted on the topic | LinkedIn

Infinite Banking Explained: Real Client Results | Greg Herlean posted on the topic | LinkedIn

This is how the be your own bank concept works. Wealthy families, like Rockefeller, used life insurance as a very important piece to their financial plan. In fact, cash value life insurance was the safe foundation that everything else was built on top of. He wanted to pass on his business empire to his family in the most tax efficient way possible. Life insurance happens to pay out income tax free upon the death of the insured. But that's not all it can do. The way Rockefeller used his life insu

Infinite Banking Pros & Cons: How It Works & Is It Worth It [2026]