73: Financial Evolution with Trent Fortner: From Capital Needs to Infinite Banking

Strategic Whole Life by Infinite Banking Authorized Practitioners

Main Episode Description

Dive into a profound conversation with a titan of the life insurance world, Trent Fortner, whose 35-year career has spanned from being a multi-million dollar producer to shaping the next generation of life insurance agents as a distinguished business coach.

In this episode:

• Software Revolution: Explore the seismic shift brought by financial software systems, transforming how clients perceive the value of whole life insurance amidst their comprehensive financial landscape.
• Historic Gaze: A look back at the era when agents heavily relied on "capital needs analysis," resulting in a flurry of term insurance sales. Trent discusses the overlooked nuances of Human Economic Value and positions whole life insurance as a unique asset class.
• Infinite Banking Insights: Trent reminisces about his engagements with the legendary Nelson Nash. From seminars to personal interactions, he paints a picture of Nelson's candid nature and deep-rooted commitment to helping people regain control over their financial lives.
• Information Overload: With consumers drowning in an avalanche of often contradictory information, largely propelled by the financial industry itself, Trent helps cut through some of the noise, offering clarity and perspective.
• Blueprint for Success: For the financial professionals out there, Trent shares invaluable advice and actionable steps to craft a thriving and sustainable practice in today's competitive environment.

Join us for this enlightening episode as we navigate the evolving landscape of life insurance and financial planning, armed with Trent Fortner's decades of wisdom and experience.

----

Links:

Get in Touch: SCHEDULE A CONSULTATION

Online Course: IBC MASTERY

----

About Your Hosts:

Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit with a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family... even the skeptics!

John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.

John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.

----

Connect with us

Get in touch if you'd like to see how to apply these principles to your specific situation. Schedule a free, no-obligation 30 minute consultation with us today!

----

ONLINE COURSE:

Stop wasting hours on YouTube, trying to piece together the information you want regarding The Infinite Banking Concept®.

A soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:

IBC MASTERY