Fundamental Friday Basic Zoom Calls

Last update: 09/23/2025

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Overview of Creative Capital Strategies' (CCS) and Meet the Team

To explain how lines of credit work and their strategic use. Mar 6 2026

Explaining how whole life insurance policy loans can be used as a financial tool.

The Principles of the Infinite Banking Concept

Nelson Nash’s 5 rules for Infinite Banking success.

The Principles of the Infinite Banking Concept

Debt Management & Wealth Strategies- Jan 30th, 2026

A Different Approach to Retirement

Understanding Universal Life Policies

Comparing Qualified Retirement Plans vs. Life Insurance Retirement Plans

Why Would Anyone Use Whole Life Insurance to Build Wealth

To explain and illustrate the benefits of specially-designed whole life insurance policies for cash value accumulation, tax-free

Introduction to "Think Like a Banker"

Are You On Track for Retirement

Explaining the Infinite Banking Concept by analyzing a bank's operations.

Understanding Lost Opportunity Costs

Financial Literacy - Rules of Thumb You Should Know

Reviewing practical uses for whole life insurance policy cash value.

The Big, Beautiful Bill Synopsis & Where to "Park" Your Funds

Dividend Paying Whole Life Insurance Contract - The Cash Value

Components of a Well Structured Policy

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