Live webinar
Live Rich, Die Rich
Live on it or leave it. Most plans make you pick. Barry and Steve show you how the same money can do both: build it and use it while you’re alive, and leave a legacy your family is ready to receive.
- Thursday, October 22
- 12 pm PT · 1 pm MT · 2 pm CT · 3 pm ET
- Live with Barry Brooksby & Steve Gibbs
- Live Q&A: bring your questions
Hosted by Barry Brooksby and Steve Gibbs, JD, AEP®
Save your seat
Register once and we’ll send your access link and reminders before the session.
Can’t make it live? Register anyway and we’ll send the replay.
Conventional advice makes you choose.
Build a pile, lock it away, then spend the rest of your life trying to make it last. Here’s where that plan breaks:
Locked away
Your money sits in a 401(k) you can’t touch until 60, right when you want capital to grow a business, buy property, or invest.
Spent down
In retirement you’re guessing. Spend too much, you run out. Spend too little, you never enjoyed it.
Lost in the handoff
Whatever’s left gets taxed on its way to your kids, and most families lose inherited wealth within two generations, rarely because of bad documents.
What we’ll walk through
The Live Rich, Die Rich framework
An estate plan that only works after you’re gone isn’t finished. It has to work while you’re alive AND after you’re gone.
01
Build it
How banks build wealth with properly designed whole life insurance, and why the design matters more than the product.
02
Use it
How to fund a business, real estate, or investments with policy loans while your cash value keeps working.
03
Secure it
Why most families lose what’s left to them, and what the ones who keep it do differently.
04
Both at once
One real illustration: lifetime income and a legacy from the same money. You don’t have to pick.
This session is for you if…
- You’re building a business, real estate, or investments and want capital you control
- You’re tired of money locked in a 401(k) you can’t touch until 60
- You want to use your money now without shortchanging your kids later
- You want parts of your plan that don’t depend on the market
- You want your kids ready to receive what you leave, not just named in a document
- You have questions about your own situation and want to ask them live
Bring your spouse
This is a family decision. If you can, watch together, so you both hear the same thing and can ask your questions in the moment.
Register once. Your access link works for everyone watching with you.
Meet your hosts
Barry Brooksby
Infinite Banking Practitioner & Real Estate Strategist
Barry Brooksby is our resident Infinite Banking Practitioner and Real Estate Strategist, with 25+ years in financial services and large scale real estate investing. He began as a traditional financial advisor, grew disillusioned with what conventional planning was actually doing for clients, and co-founded a trust deed investment company that managed over $100 million before the 2008 crash. He lost $1.4 million in that crash and rebuilt. He is the author of Live Rich, Die Rich, and a father of five. He uses these strategies with his own money.
Steve Gibbs, JD, AEP®
Estate Planning Attorney & Co-Founder
Steven Gibbs, JD, AEP® is an estate planning attorney, Co-Founder of Insurance and Estate Strategies LLC, and founder of WealthTransferCoach. After years of drafting wills and trusts, and then sitting with families as those documents were put into practice, Steven learned that even a technically flawless plan can leave a family unprepared, disconnected, or stuck. He is the author of The Generational Transfer and What Do You Want Your Kids to Inherit?
You don’t have to pick.
Join Barry and Steve live, see how the same money builds your life now and your legacy later, and ask the questions that apply to your family.
- Thursday, October 22
- 12 pm PT · 1 pm MT · 2 pm CT · 3 pm ET
- Live with Barry Brooksby & Steve Gibbs
- Live Q&A: bring your questions
This webinar is for educational purposes only and is not legal, tax or investment advice. Consult a qualified professional about your specific situation.