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.
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

Our Dedicated Team of

Wealth Strategists

monty flack

Wealth Strategist

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Joe Fuller

Wealth Strategist

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david zapata

Wealth Strategist

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joshua smith

Wealth Strategist

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Shalaree Lamboy

Wealth Strategist

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Jeffery Nielsen

Wealth Strategist

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Kent Kraiter

Wealth Strategist

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joshua rose

Wealth Strategist

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Paul McHale

Wealth Strategist

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Brian Fleming

Wealth Strategist

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Clarke Tuitele

Wealth Strategist

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Michael Hession

Wealth Strategist

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Jason Breit

Wealth Strategist

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Where To Find Us

Factum Financial is based in Mesa, Arizona, with agents across the country who can help you explore your life insurance options and show you how to use them as a tool for building and protecting wealth.