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An Online Video Series for the general public has been created and distributed by the Nelson Nash Institute. They are providing open access to the first four modules free of charge in the embedded videos below. For access to the full series, scroll down to subscribe.
Access the Full Series
MODULE RELEASE SCHEDULE
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Module 5: The Life Insurance Industry (Carlos Lara) Added October 2020
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Module 6: Why Not Buy Term and Invest the Difference? (Robert Murphy) Added December 2020
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Module 7: Using IBC to Pass Wealth to Future Generations (David Stearns) Added January 2021
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Module 8: The MEC Rule and Policy Design (Carlos Lara) Added March 2021
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Module 9: Does IBC Work for Older People? (Robert Murphy) Added April 2021
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Module 10: IBC for the Business Owner (Carlos Lara) Added April 2021
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Module 11: Using Your IBC Policy: Premiums, Dividends, and Policy Loans (Robert Murphy) Added June 2021
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Module 12: IBC as a Way of Life (David Stearns) Added August 2021
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.
Dedicated to inspiring real change
We embrace our social responsibility and our impact on our communities.
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.
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