- About Us
Use whole life insurance to become your own banker.
Make decisions without major concern for the financial impact it will have with a system of assets and minimal liabilities.
Life insurance protects the people and priorities you value most, with each type offering unique benefits for security, savings, and building a lasting legacy.
Design a plan so your wealth benefits both you and those who come after you.
Hear from those who’ve been where you are now. Our clients share how we've helped them protect their families, build wealth, and create lasting change for future generations.
As the exclusive financial education partner to the Keller Williams Wealth Community, we help agents and their clients grow, protect, and pass on wealth.
- Resources
Explore our library of free videos designed to expand your financial knowledge and help you make smarter decisions around money.
Our mission is to empower individuals to take ownership of their financial future, and that all starts with increasing our financial IQ through education.
Educating Americans about increasing their savings rate and regaining control of banking functions through the prism of whole life insurance.
Only 20% of new life insurance agents survive beyond 24 months. We're changing that.
- Events
- Team
- Keller Williams Partnership
- Careers
Become an Agent
Build a business that changes lives with the training, tools, and support to succeed.
Become a Referral Partner
Earn passive income by introducing those you know and love to proven financial strategies that create lasting wealth.
Beat the Banks Podcast
What is the Infinite Banking Concept?
The Problem
Factum Foundations
Whole Life - The World's Greatest Savings Vehicle
IBC and Vehicles
IBC and Real Estate
How Do I Get Started?
What Happens Next?
4860 East Baseline Road Suite 107 Mesa, AZ 85206
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