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The Infinite Banking Concept

Updated: Sep 18, 2023

After traveling the world for most of 2016, we came home and got serious about building a secure financial future. We wanted to eventually own real estate - but how?

In 2017 we opened our eyes to a lesser-known strategy: the Infinite Banking Concept.

Properly structured, high cash value whole life insurance (Infinite Banking) is a way to protect your family with permanent life insurance while positioning yourself for the perfect financial strike (like buying real estate) - because of your access to cash.

With this system, your money grows at a much greater rate of return (growth that can be accessed tax-free), over time, while providing protection for your family with a permanent tax-free windfall when you pass.

Over the years, we’ve tapped into our private family bank several times to fund ventures. It’s a “warehouse of wealth” that provides safety, growth, liquidity, tax benefits, and incredible peace of mind 🙏

Many families have incorporated this concept for generations. It’s just not widely known or discussed. But this is the Information age — we have the ability to access wisdom and insights unlike any previous time.

As a licensed insurance agent & wealth strategist, I would love to share more with you about this concept to see if it would be a good fit for your family & financial goals.

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