Start Here: Two Simple Paths

Whether you’re just exploring or ready to implement, this will guide your next step.

Just Getting Started?

Start with the IBC Fit Checklist.

This will help you understand how this works and whether it actually fits your situation before taking the next step.

If you’re ready to go further, here’s the path:

This isn’t about rushing into a decision—it’s about understanding it well enough to do it right.

Step 1: Build the Foundation

Start with Becoming Your Own Banker.
This will give you the framework to understand how this works and why it’s structured the way it is.

Recommended reading order:

·Start with pg 85

·Then ggs 3-4 (read twice)

·Pgs 11-50 (“the core”)

·Jump to pg 65

·Reread pgs 15-16 (the grocery store)

·Then pgs 65-85

·Finish with pgs 51-63 (equipment financing)

Step 2: See How This Works in Practice

Start with this episode:

👉 “You’re Not Building Financial Freedom… You’re Waiting for Permission”

This will help you understand why most people never actually gain control of their capital—and what to do differently.

After that, you can explore additional podcast episodes or webinars based on what stands out to you.

Step 3: Take the Next Step

Schedule a conversation and we’ll:

• Answer your specific questions

• Talk through your situation

• Map out what this could look like for you

Optional: Full Foundations Series

If you prefer a more structured walkthrough, you can go through the full Foundations of IBC modules.

(Contact me for access to all 12 modules.)

• 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