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

Nelson Nash’s 5 rules for Infinite Banking success.

The Principles of the Infinite Banking Concept

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

Debt Management & Wealth Strategies- Jan 30th, 2026

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

The Principles of the Infinite Banking Concept

Comparing Qualified Retirement Plans vs. Life Insurance Retirement Plans

Reviewing practical uses for whole life insurance policy cash value.

Why Would Anyone Use Whole Life Insurance to Build Wealth

Understanding Lost Opportunity Costs

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

Fundamental Friday- Dec 19 2025

Fundamental Friday: 401k Comparison

A Different Approach to Retirement

Understanding Universal Life Policies

Introduction to "Think Like a Banker"

Which Comes First - Paying Off Your Debts or Building Wealth?

Are You On Track for Retirement

The Four Phases of Wealth

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