Advanced Track • 4 Lessons • ~3 Hours

Mastery

Build wealth that outlasts you. These advanced lessons cover multi-generational planning, optimization strategies, and integration with your broader financial picture.

Coming Soon — Currently in Development

Prerequisites

Complete both Foundations and Deep Dives tracks before starting Mastery.

Foundations Deep Dives

Multi-Generational Strategies

50 min

How to structure your family banking system to benefit children, grandchildren, and beyond. Legacy planning that lasts.

Insuring children and grandchildrenOwnership structures for generationsTeaching the next generationLegacy documentation

Coming Soon

Policy Optimization

45 min

Advanced techniques for maximizing cash value growth, managing existing policies, and knowing when to add new ones.

Paid-up additions strategies1035 exchanges explainedPolicy performance monitoringWhen to add another policy

Coming Soon

Tax Implications

40 min

Understanding the tax treatment of whole life policies—what's taxable, what's not, and how to stay compliant.

Tax-free death benefitsPolicy loan tax treatmentModified endowment contracts (MECs)Working with your CPA

Coming Soon

Estate Integration

55 min

Integrating your IBC policies with your broader estate plan, including trusts, wills, and business succession.

Irrevocable life insurance trusts (ILITs)Estate tax considerationsBusiness succession planningCoordinating with estate attorneys

Coming Soon

After Completing Mastery

You'll Understand

• How to structure policies for multiple generations
• Advanced policy optimization techniques
• Tax implications and how to stay compliant
• How IBC integrates with estate planning

You'll Be Ready To

• Build a multi-generational wealth system
• Coordinate with CPAs and estate attorneys
• Optimize existing policies for better performance
• Teach your family the principles of IBC

Who Is This Track For?

Years of IBC policy ownership with proven banking activity

$1M+

Net worth and serious about legacy planning

Generations you want to impact with your wealth

Get Notified When Mastery Launches

Join our free Academy community to be the first to know when these advanced lessons go live. Plus, get access to weekly live Q&A where Brad answers your most complex questions.

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Ready for Advanced Planning?

If you're already implementing IBC and want to discuss multi-generational strategies for your specific situation, let's talk.

Schedule a Strategy Session

For serious practitioners ready for next-level planning.