Episode
E82 - How to Get an IBC Policy: The Walkthrough of Our Process
- Published
- Jan 16, 2026
- Duration seconds
- 4015
- Processing state
not_requested
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Summary
Book a call: https://remnantfinance.com/calendar ! Email us at [email protected] ! Visit https://remnantfinance.com for more information FOLLOW REMNANT FINANCE Youtube: @RemnantFinance (https://www.youtube.com/@RemnantFinance ) Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588 ) Twitter: @remnantfinance (https://x.com/remnantfinance ) TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE You've been listening to the podcast. You've read Nelson Nash. You're sold on IBC. But now what? What actually happens when you reach out to an agency like Remnant Finance? This episode is a behind-the-scenes look at our entire process—from the first intro call to policy delivery and years of ongoing service. We break down the three things you should look for in an advisor (and why only two of them are actually required), explain why we start underwriting before we've finalized your policy design, and get honest about what kind of client we work best with. We also talk about what separates good IBC practitioners from agents who just have a license and a pitch. Spoiler: most people selling life insurance know less about it than you will after a few calls with us. That's not arrogance—our own company reps have told us that. If you're evaluating whether to work with us or someone else, this episode gives you the full picture of what we do, how we do it, and why we do it that way. Chapters: 00:00 – Opening segment 03:25 – The problem with "I can do IBC" advisors at big firms 06:30 – The three credentials: license, company contract, NNI certification 08:35 – Why getting a life license is dangerously easy 09:45 – Company selection: mutual companies and what makes them IBC-ready 10:45 – Captive vs. independent agents 13:05 – Why we work…