Agent Resources
Wealth Factory Lessons
Pick a lesson from one of the tracks below.
SECTION 1 – INTRODUCTION TO CASH FLOW BANKING
SECTION 2 – THE 5 C’S OF CASH FLOW BANKING
- Lesson 1 – Classifying Expenses
- Lesson 2 – Cash Flow Focus
- Lesson 3 – Capture and Create
- Lesson 4 – Course Correct
- Lesson 5 – Compound Your Value
SECTION 3 – WEALTH CREATION
- Lesson 1 – Wealth Creation Account – Options
- Lesson 2, Part 1 – Overfunded Whole Life
- Lesson 2, Part 2 – How to Select A Company
- Lesson 3 – How to Secure a Cash Flow Insurance Policy
- Lesson 4 – How Much Insurance Should You Have?
- Lesson 5, Part 1 – You Have Your Cash Flow Insurance Policy. Now What?
- Lesson 5, Part 2 – Finding Money for Your “Bank” with the Cash Flow Index
- Lesson 5, Part 3 – How to Use the Cash Flow Index
- Lesson 5, Part 4 – Creating Cash Flow with Your Personal Bank
- Lesson 5, Part 5 – Creating Cash Flow with Your Investments
- Lesson 5, Part 6 – How to Add Money to Your Cash Flow Bank
- Lesson 6, Part 1 – How to Increase Cash Flow with Insurance (1st Segment – Death Benefit)
- Lesson 6, Part 2 – Pension Maximization
- Lesson 6, Part 3 – Reverse Mortgage
- Lesson 6, Part 4 – Charitable Remainder Trust (CRT)
- Lesson 7 – How to Set Up a Cash Flow Banking System that Pays You $30,000 per Month Tax-Free From Age 60 to 100
