Do You have the desire regain control of the finance function, recoup money being lost unknowingly and unexpectedly, and grow your financial self-reliance by Becoming Your Own Banker?
~ 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 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!