top of page
WHAT WE OFFER
Many types of products to cover a range of needs
We work closely with you to choose from a range of insurance products (all with tax advantages) and customize them to protect what you value most.
Traditional Financial Services
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.
Not sure where to start?
Discuss your needs and goals with a dedicated advisor.
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.
BACK TO TOP
bottom of page