Get Started

Step 1:

Read Becoming Your Own Banker in the following order:

This is mandatory reading as it will lay the foundation for implementing the IBC wealth building strategy.

·Start with pg 85

·Pgs 3-4 two times

·Pgs 11-50 “the core”

·Jump to pg 65

·Reread pgs 15-16, the grocery store

·Pgs 65-85

·Finally- 51-63 covering equipment financing

Step 2:

Access my past podcasts and webinars for a more in-depth analysis on any topics of interest

Step 3:

Schedule a call

This time will be used to discuss a personalized wealth strategy utilizing the Infinite Banking Concept, answer questions and get the process started.

Optional:

Watch the Foundations of IBC modules. Contact me directly for a code to watch all 12 for free.

• Module 1: Introduction to the Nelson Nash Institute

• Module 2: What the Infinite Banking Concept Is

• Module 3, Part 1: How IBC Works

• Module 3, Part 2: Policy Loans & The Nature of Collateral

• Module 3, Part 3: How to Read a Policy Illustration

• Module 4: Why Nelson Calls It The Infinite Banking Concept

• Module 5: The Life Insurance Industry

• Module 6: Isn’t It Better To Buy Term and Invest the Difference?

• Module 7: Using IBC to Pass Wealth to Future Generations

• Module 8: The MEC Rule and Policy Design

• Module 9: Does IBC Work For Older People?

• Module 10, Part I: IBC For The Business Owner

• Module 10, Part 2: IBC For the Business Owner

• Module 11, Part 1: Using Your IBC Policy

• Module 11, Part 2: Using Your IBC Policy

• Module 12: IBC As a Way of Life