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
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.
Factum University Login
Explore our library of free videos designed to expand your financial knowledge and help you make smarter decisions around money.
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.
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Only 20% of new life insurance agents survive beyond 24 months. We're changing that.
Events
Team
Keller Williams Partnership
Careers

jason breit

Melville, NY

Jason Breit is nationally sought out by other financial professionals, business owners, and successful professionals for his distinct ideas and “out of the box” thinking to financial planning. Jason combines his formal education in law and business with years of practical experience. Jason credits much of his thinking to studying the writings and lectures of R. Nelson Nash. In addition, Jason continues to be a student of Austrian Economics and regularly thinks through the work of Dr. Robert P. Murphy and Carlos Lara.

Having studied how banks, insurance companies, and brokerage firms market their materials to the public, Jason takes an agnostic approach to financial planning. Instead of pitting the industries against one another, he brings the power of investments and actuarial science together to achieve efficient solutions for individual client's objectives.

Jason also practices law in the areas of business and estate planning. He combines his backgrounds in finance and law to help clients plan in a wholistic approach. This allows busy professionals to develop their plan without any blind spots.