Infinite Banking & Succession Planning with Brad Lowe & Jordan Cole

Succession planning begins the day you become an owner. In this episode, Brad and Jordan walk through the core pieces of a simple, durable plan: valuation method, buy-sell structure, who owns the policy, and how cash value can provide orderly funding when a trigger event happens. We compare cross-purchase and entity-redemption designs, talk through key person protection, and outline how policy loans or collateralized loans can deliver liquidity without freezing operations. You will leave with a checklist that turns a vague idea into a working plan you can review with your CPA and attorney. Educational only. Not tax, legal, or accounting advice.