Do You have the desire to take control of the Banking function in your life as it relates to YOUR needs? Do you want to recoup money being lost unknowingly and unnecessarily, and grow your financial self-reliance by Becoming Your Own Banker? Do YOU want to build a secure financial foundation for your family and business, so you always have access to growing capital no matter what situation happens in life or the economy?
~ WELCOME ~
WE ARE YOUR INFINITE BANKING COACH
WORKING WITH ME, YOU WILL LEARN:
- How to maintain liquidity, use, and control of your money
- How to leverage opportunity and investment capability
- How you can make one dollar do the work of many
- How to use your living benefits of your dividend paying whole life insurance while you are alive
- Why you should set up a family banking system, and expand to meet objectives
WORKING WITH ME, YOU CAN EXPECT
- Complementary 1 on 1 consultation – understand the problem, identify areas of concern, and how I can provide value to you
- 2nd 1 on 1 consultation – dive into your current financial situation, understand what’s important to you and define your objectives
- Recommendations – presentation of solutions designed to accomplish your objectives with clarity and confidence
- Application – Start the process with applying for your policy or policies, bringing it together
- Implementation – Once your policy is in place, I’ll take you through the implementation of the Infinite Banking Concept. You’ll get personalized coaching in the process.
- Personal Road Map – You get a detailed, custom engineered guide on how we will achieve your objectives
- Ongoing Coaching– We meet at the 1 month, 6 months, Annual, and at least every Annual after. We can meet along the way to ensure your progress and maintain clarity.
Infinite Banking Concept is a process not a product. IBC allows you to:
- Build financial wealth without risk
- Reduce the amount of interest paid to others
- Lower your overall tax burden
- Access your money on your terms — not locked away like traditional retirement accounts (e.g., RRSPs)
Does this sound good to you?
Schedule a time to meet with us and learn more!