Non-Traditional Investing for Today’s Market, With Dan Thompson

Filed in Podcasts, Previous Episodes on July 25, 2023

The Infinite Banking Concept is a strategy that relies on dividend-paying, whole life insurance to store money while waiting for investment opportunities.

The purpose: to grow wealth and become better, more patient investors.

And although the concept has been around for decades, there is still much misinformation and confusion regarding the subject.

Dan Thompson dishes out the pros and cons of Infinite Banking and other unique investing.

Tune in to hear Dan’s answers to questions such as:

  • What is Infinite Banking?
  • What inspired you to become a financial advisor in the first place?
  • What happened on your journey that led you away from traditional, Wall-Street investments like stocks and 401ks to more non-traditional
  • Could you explain a little more about your investment philosophy and the goals you hope to achieve through that philosophy?
  • What are the major struggles you see in the financial lives of your clients today and how do you help them deal with those struggles?
  • Can you explain more about what you call the “4 Keys” to building wealth: Time, Compounding, Leverage, and Tax Advantages?
  • And much, much more!


About This Guest: ()

DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment strategies. He researched and discovered unique strategies, including the “Infinite Banking Concept,” which he uses by combining specially designed whole life insurance policies to build cash value and access tax-free loans.