About Us
Infinite Banking
Use whole life insurance to become your own banker.
Financial Freedom
Make decisions without major concern for the financial impact it will have with a system of assets and minimal liabilities.
Life Insurance
Life insurance protects the people and priorities you value most, with each type offering unique benefits for security, savings, and building a lasting legacy.
Building Legacy
Design a plan so your wealth benefits both you and those who come after you.
Client Testimonials
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.
Keller Williams Partnership
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
Free Videos
Explore our library of free videos designed to expand your financial knowledge and help you make smarter decisions around money.
Educational Courses
Our mission is to empower individuals to take ownership of their financial future, and that all starts with increasing our financial IQ through education.
Articles
Insightful articles from respected sources across the web to help you grow your financial knowledge.
Books
Trusted authors and thought leaders to help you deepen your financial understanding.
Beat the Banks Podcast
Educating Americans about increasing their savings rate and regaining control of banking functions through the prism of whole life insurance.
Powered by Factum Podcast
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.

Books we recommend

Our mission is to empower individuals to take ownership of their financial future. That all starts with increasing our financial IQ through education. The links below will help guide you to understand the value of Infinite Banking. We are thrilled to have credible sources to help individuals with their money efforts.

Becoming Your Own Banker

Becoming Your Own Banker© is about the power of dividend-paying whole life insurance. This book demonstrates that your need for finance, during your lifetime, is much greater than your need for protection.

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Rich Dad Poor Dad

Rich Dad Poor Dad is about Robert Kiyosaki and his two dads—his real father (poor dad) and the father of his best friend (rich dad)—and the ways in which both men shaped his thoughts about money and investing.

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The Richest Man In Babylon

The Richest Man in Babylon connotes that, he who takes advice about his savings from one who is inexperienced in such matters, shall pay with his savings for proving the falsity of their opinions.

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Tough Money Workbook

A comprehensive 25-step process designed to help you cultivate Tough Habits and build Tough Money. You’ll gain the knowledge and tools necessary to create sustainable financial habits that lead to long-term success. It's time to take control of your financial future and make your money work harder for you.

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The One Thing

By focusing their energy on one thing at a time people are living more rewarding lives by building their careers, strengthening their finances, losing weight and getting in shape, deepening their faith, and nurturing stronger marriages and personal relationships.

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The Compound Effect

As the central curator of the success media industry for over 25 years, author Darren Hardy has heard it all, seen it all, and tried most of it. This book reveals the core principles that drive success. The Compound Effect contains the essence of what every superachiever needs to know, practice, and master to obtain extraordinary success.

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The Go-Giver

Imparted with wit and grace, The Go-Giver is a classic bestseller that brings to life the old proverb “Give and you shall receive.” Since its original publication, the term “go-giver” has become shorthand for a defining set of values embraced by hundreds of thousands of people around the world. Today this timeless story continues to help its readers find fulfillment and greater success in business, in their personal lives and in their communities.

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Nelson Nash Institute

Named after the founder of the Infinite Banking Concept – Nelson Nash. Nash is also the author of the definitive book on the subject Becoming Your Own Banker. Nash is a firm believer in the “Austrian School” of economics (named after the origin of its founders), a school of thought stressing the economic benefits of individual liberty, sound money, and limited government. Nash has described IBC as “Austrian economics in action.”

Learn More

Facebook

Follow us to see what the team is up to & when our next events are coming up! Don’t forget to join our private Facebook Group. This private group is the first of several exclusive groups you will have access to on your financial wellness journey! Once you request to join, please email [email protected] and allow 24 hours for approval.