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Retired Happy Couple

HOW WE HELP

Educational Resources

The Nelson Nash Institute has created an online store with many books, audios, videos, and digital editions of "Become Your Own Banker".
Nelson Nash YouTube Channel
Becoming-Your-Own-Banker Book

FOUNDATIONS OF INFINITE BANKING CONCEPT
MODULE 1: INTRODUCTION

IBC Foundations - Module 1.png

FOUNDATIONS OF INFINITE BANKING CONCEPT

MODULE 2 : WHAT IS IBC

IBC Foundations - Module 2.png

FOUNDATIONS OF INFINITE BANKING CONCEPT

MODULE 3 (PART ONE): HOW IBC WORKS

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FOUNDATIONS OF INFINITE BANKING CONCEPT

MODULE 3 (PART TWO): POLICY LOANS & THE NATURE OF COLLATERAL

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FOUNDATIONS OF INFINITE BANKING CONCEPT

MODULE 3 (PART THREE): HOW TO READ A POLICY ILLUSTRATION

IBC Foundations - Module 3 - Part 3.png

FOUNDATIONS OF INFINITE BANKING CONCEPT

MODULE 4 : WHY NELSON CALLS IT

THE INFINITE BANKING CONCEPT

IBC Foundations - Module 4.png
IBC Foundations - Module 7_edited.jpg

Access the Full Series

MODULE RELEASE SCHEDULE

  • Module 5: The Life Insurance Industry (Carlos Lara) Added October 2020

  • Module 6: Why Not Buy Term and Invest the Difference? (Robert Murphy) Added December 2020

  • Module 7: Using IBC to Pass Wealth to Future Generations (David Stearns) Added January 2021

  • Module 8: The MEC Rule and Policy Design (Carlos Lara) Added March 2021

  • Module 9: Does IBC Work for Older People? (Robert Murphy) Added April 2021

  • Module 10: IBC for the Business Owner (Carlos Lara) Added April 2021

  • Module 11: Using Your IBC Policy: Premiums, Dividends, and Policy Loans (Robert Murphy) Added June 2021

  • 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.
Vault
Fill in Your Info
Do you currently own any life insurance?
How much research have you done about The Infinite Banking Concept®? (select all that apply)
Product Type I'm most interested in: (select all that apply)

Please keep in mind all information is confidential and is not shared without your specific permission.

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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