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FAQ
Frequently Asked Questions
COMMON QUESTIONS ABOUT THE INFINITE BANKING CONCEPT®
We meet you where you are
GO BEYOND SAVING TO HELP YOUR MONEY GROW
Being prepared looks different across all phases of life. No matter who you are or where you’re headed, we can help you find the right combination of insurance, supplemental income, and other products to create a personalized plan that adjusts to your specific financial situation.
You can’t always anticipate what the future will bring, but you can prepare for many of life's events and changes. Whether you’re just starting to think about your financial future or managing a complex business cashflow situation, we help you make a plan to protect you financially and grow your warehouse of wealth.
“Dishonest money dwindles away,
but whoever gathers money little by little makes it grow.”
— Proverbs 13:11
Our 3-Step Process Designed For You
Step 3:
APPLICATION, APPROVAL, FINAL ADJUSTMENT, ACTIVATION
We Seek Approval of Your Plan
with the best insurer for you, and revise any aspect of the plan until you are comfortable and empowered. We activate the plan and follow up at regular intervals to ensure your continued success.
Step 2:
BLUEPRINTS & FOUNDATIONS
We Develop a Personalized Plan of Action
including initial proposals for your Infinite Banking policy or policies. We will take the time to ensure you understand the built-in flexibility and features of any plan, and take care to account for future growth or life’s "what ifs".
Step 1:
CONNECT & EXPLORE
Introductory Conversation(s)
to ensure we hear your concerns, needs, and goals, staying true to the Infinite Banking System as taught by Nelson Nash.
Can we help you answer more questions?
Partnering with a financial professional is a great way to:
• Get answers to your questions – big or small.
• Find out exactly what you need.
• Come up with a strategy that evolves as your life does.
Our financial professionals are available to meet with you virtually from the comfort of your own home, helping you understand different options to meet your unique needs.
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