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Episode #122 (Policy Stack) The Future of Tracking Your Family Banking System
If you’re interested in signing up for a free 30 day trail of Policy Stack (click here)In today’s interview I sit down with my friend, client and founder of Policy Stack Natalie Siedschlag to talk about what may become one of the most important tools in the Infinite Banking and family banking space.PolicyStack is designed to help policy owners and advisors finally see the full picture of their banking system in one place, including cash value, policy loans, repayments, capital deployments, net worth, goals, and long-term financial strategy. Instead of relying on scattered carrier portals…
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