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Episode 35: IBC Stories - Joe
Welcome back to The IBC Guys Podcast!
In this episode of The IBC Guys, Dave is joined by Joe Pantozzi, the founder and CEO of Alpha Omega Wealth. Joe has been in the business 50+ years and had the privilege of personally knowing Nelson Nash, the founder of the Infinite Banking Concept. Joe takes Dave and the listeners through the ideas of ‘re-thinking one’s thinking’ and capitalizing one’s policy - two of the foundational principles in getting started with IBC. Joe is an expert in the IBC world, so sit back, listen, and learn with Dave as Joe engages everyone in an IBC master-class.
Also in this episode, Joe is a Cy Young winner, Dave is a neophyte, and Joe lives in a world that doesn’t have Starbucks. Listen in for another great IBC Guys episode!
Key takeaway: Re-thinking one’s thinking is of utmost importance. Capitalizing one’s policy takes discipline and the ability to go against the grain.
Alpha Omega Wealth - https://www.alphaomegawealth.com/
Resources Mentioned:
📩 Email: Dave@familybankingsolutions.com | Mike@familybankingsolutions.com
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