Events

Most people think of whole life insurance as just another product. The truth is that how you own it and how far you progress through its stages, determines whether it becomes a small financial tool or a system that will unlock millions of dollars in lost cash flow and opportunity. In this class, we will spend an hour walking through the 4 Stages of Owning Whole Life Insurance. You will see exactly how advancing through these stages changes the way you build and control wealth for the rest of your life. We’ll also cover the four stages of whole life ownership, starting with Stage One, why every American should at least begin here, since no other safe and liquid environment offers the same foundational benefits. In Stage Two, we’ll walk through how to use your policy to maintain greater control over your money and be more selective about the opportunities you pursue. Stage Three focuses on what it looks like to build and manage a true system of policies, treating it as a separate financial engine within your life. Finally, in Stage Four, we’ll unpack what it really means to embrace the Infinite Banking Concept and why this shift in thinking can make a difference of tens of millions of dollars for your family over a single generation. Once you see it laid out, it will be hard to look at your money the same way again.