INDIVIDUALS & FAMILIES

BUSINESS OWNERS

NON-PROFITS

OUR APPROACH

Education

Step one is to ensure you understand the core tenants of our IBC (Infinite Banking Concept) methodology: The dynamic flow of equity, uninterrupted compounding, multi-tasking dollars and self-funded banking. You’ll learn the application of these principles through guided education by our expert practitioners who have first-hand knowledge of the transformative power of IBC.

Consultation

Step two is building a customized plan that involves taking a deep dive through your financial landscape and goals. This part of the process includes submitting an application paired with a medical exam. Once we understand your goals and receive carrier proposals, we’ll apply various IBC strategies for you to consider.

Application

After selecting your plan, we’ll make sure your policy is precisely catered to you. It doesn’t stop there, though. We’ll be with you every step of the way as you begin utilizing your bank to ensure you are simultaneously earning uninterrupted compounded interest while growing your death benefit. Our plans are built to evolve with your goals and continuously activate your money.

OUR FUNDAMENTAL TRUTHS

Uninterrupted Compounding
Multitasking Dollars
Guaranteed Returns
Tax Free Growth
Generational Wealth Transfer
Strategic Cash Flow Management
Repatriating Ordinary Expenses
Maximizing Liquidity
Passive Income Streams
Succession Planning

INDIVIDUAL & FAMILIES

Activate Your Money. Leave a Generational Legacy.

Are you striving to craft and build your circle of wealth? Are you bound by debt that is inhibiting you from living authentically? Are you striving to leave a legacy for loved ones?

We will walk alongside you, guiding you through options that will unveil strategic cash flow management.

BUSINESS OWNERS

You Work Hard. Your Money Should Work Harder.

Are your dreams to establish a renowned brand that leaves a legacy? Are you ready to restructure your business finances to make your money work for you? Are you anticipating growth and expansion within your business? Are you concerned with retaining key employees and succession planning?

We will unleash strategies of maximized liquidity, uninterrupted compounding, and multitasking dollars.

NON-PROFITS

Get Value From Every Single Dollar.

Are you working tirelessly to establish a positive impact in your community? Are fundraising efforts consuming all your time? Are your dreams and ambitions restricted by a financial burden?

We will unlock the secrets to passive income streams and debt collateralization that allow you the freedom to dream.

We Would Enjoy the Opportunity to Partner with You

We Would Enjoy the Opportunity to Partner with You