BECOMING THE BANK FOR OTHER PEOPLE'S DEALS

Sooner or later, someone you love is going to ask you for money - and the way most people handle that moment quietly costs them more than the loan itself.
What if you had a disciplined, honest way to say yes?
Becoming the Bank for Other People's Deals introduces the LEND Method - Locate your lending capacity, Evaluate the borrower and the deal, Negotiate compliant and fair terms, and Document, collect, and protect the relationship - a four-step framework for lending your own money to family, friends, or a promising venture using the cash value already built inside your own whole life policy. No guesswork about what's fair. No informal handshake that quietly outlives its own terms. Just a real evaluation, a compliant rate, and complete paperwork, so the money you lend protects the relationship instead of slowly eroding it.
Through the honest, numbers-first story of one family's lender across a decade of real requests - a down payment, a business venture, a medical emergency, a renegotiation, and an honest no - you'll learn exactly how to lend with confidence, stay compliant with U.S. and Canadian tax rules, and build a lending practice that makes your family stronger instead of quietly pulling it apart.
This is Book Two of The Infinite Banking Playbooks - the companion series to Beginner's Guide to Infinite Banking, applying the same honest, evidence-based approach to one real decision at a time.