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.

Events

2025

Jan

18

2024

January Deep Dive – The Problem

January 18, 2024 @ 6:00 pm - 7:00 pm

We finance everything in life. What does this mean for us? It means we’re either paying someone else interest to use their money or we are paying cash and losing the opportunity to earn interest on that money. This affects all of us, and until we define it, most people won’t even realize that this…

Watch Replay

Jan

18

2024

January Deep Dive – The Problem

January 18, 2024 @ 6:00 pm - 7:00 pm

We finance everything in life. What does this mean for us? It means we’re either paying someone else interest to use their money or we are paying cash and losing the opportunity to earn interest on that money. This affects all of us, and until we define it, most people won’t even realize that this…

Register Now

Oct

18

2023

October Deep Dive – The Problem

October 18, 2023 @ 6:00 pm - 7:00 pm

The problem is each of us as individuals are losing out on over 500k during our lifetime by two things: 1 - What environment we save our money in2 - The process of financing we use for large purchases If you're a family of 4, that's well over a 2 million dollar loss. Come learn…

Register Now

SEP

21

2023

Wealth Seminar

September 21, 2023 @ 1:00 pm - September 22, 2023 @ 4:00 pm

Embassy Suites by Hilton Phoenix Tempe 4400 South Rural Road, Tempe

Join us for the Wealth Seminar on Thursday, Sept 21st from 1PM - 5PM and Friday, Sept 22nd from 9AM - 4PM. This event will take place at 4400 South Rural Road, Tempe, AZ 85282. This seminar is designed to help you gain a better understanding of how to build an unshakeable foundation for your…