Services

Authorized Infinite Banking®
Become your own banker.
The Infinite Banking Concept® (IBC) is strategic capital accumulation that allows you to take over the banking function for the purpose of financing your large purchases and investments.
Increase liquidity and redirect the flow of money and interest away from the financial institutions and back into your own financial system.

Whole Life Insurance
The optimal platform for Infinite Banking®.
The guaranteed, fully-backed policy loan provision allows for safe leverage, giving every dollar in your system the ability to do more than one job at a time.
Business owners, investors, and high net worth clients experience even more benefits with significant tax savings and premium finance strategies.

Private Wealth Strategies
Growth without Wall Street risk.
Fully-backed private commercial lending and joint venture opportunities provide growth and income for you and/or your business, while always protecting your principal. The perfect complement to The Infinite Banking Concept®

Defer Capital Gains
Keep more of what you earn.
Offset and/or defer capital gains tax and depreciation recapture on highly-appreciated assets, including stock, crypto, real estate, and businesses. An excellent solution to preserve value, dissolve partnerships, and maximize income from the sale of assets.