Episode 55: The Case for IBC: Chapter 6, “Lessons From History”

Carlos and Bob continue their series, summarizing some of the material in Chapter 6 of their new book (co-authored with Nelson Nash). In this episode, they explain why Whole Life used to be a staple of the average American’s financial plan, but then fell out of favor. They also describe how Congress had to put on the brakes in the 1980s since too many rich people realized the benefits of this approach.

Mentioned in this episode:

The sound engineer for this episode was Chris Williams. Learn more about his work at