About Unbridled Wealth

The internal team behind the practice.

We help families and operators keep a storehouse they can actually use. Unbridled Wealth is a team. It is not one personality, and it is not a seminar.

Operators first. Then Unbridled Wealth, because people asked.

Unbridled Wealth started as companies that needed a place to keep capital, and a way to use it without emptying the storehouse. The practice came later, when people wanted the same design for their own families and businesses.

We believe Infinite Banking is true. Calling it that does not make a poorly designed policy work. Design and use are everything.

You do not have to choose between growing the money and using it. The contract has to match the life.

20 / 20 / 60

Give, store, build. Stan named the model in 2001. It still runs how we live and how we hire.

20%

Give

First, through Unbridled Acts: loving people to life. Charity is not leftover.

20%

Store

The storehouse. Reserved capital. That is why these policies exist for the companies, and why we design them for clients.

60%

Build

To the people who own the work, so the company can hire, last, and stay accountable.

How we actually work

These decide how we design, how we serve, and who we hire.

Give First

Unbridled Acts comes first. A storehouse is something you keep, not a number on a statement.

You Do Not Have to Choose

Keep $10,000 in a bank and spend it on an investment and it is only in one place. That is an OR asset. Keep it in designed cash value and it can keep earning there AND you can borrow against it for the same investment. You get both.

A Team That Stays

Wealth strategists design the contract. An internal team stays for the years after. Nobody should be waiting on one person’s calendar.

Commission transparency

You can ask what we make. We will tell you.

Design and compensation are the same conversation. A contract built for your cash value pays us less up front than a contract built for ours. If someone will not discuss that, we are not the same shop.

The people who keep the practice moving.

The wealth strategists are on the Team page. These are the people you live with after the policy is in force. See the team.

Jonathan Wield, Managing Partner

Jonathan Wield

Managing Partner
Angie Frederick, Agency Manager

Angie Frederick

Agency Manager
Jennifer Hines, Client Services Specialist

Jennifer Hines

Client Services Specialist
Kailey Stjernholm, Client Services Specialist

Kailey Stjernholm

Client Services Specialist
Ivanna Zakhour, New Business and Underwriting Coordinator

Ivanna Zakhour

New Business and Underwriting Coordinator
Stan Bullis, Co-Founder and Owner

Stan Bullis

Co-Founder and Owner

The conversation that matches the need.

This site is Unbridled Wealth. Legacy, Enterprise, and Retirement each handle a different kind of problem.

Start a storehouse you can actually use.

The conversation costs nothing. There is no pressure to purchase, and no commitment. Already have life insurance? We review existing policies at no cost.

Schedule a Conversation