Take a minute to write an introduction that is short, sweet, and to the point.

  • "As newlyweds, we were eager to find a strategy that suited our lifestyle. Derek's emphasis on family benefits resonated with us instantly. He showed us how Infinite Banking could help us create a financial legacy for our future children. "

    Ryan and Emily

  • "As a busy entrepreneur juggling business demands and family responsibilities, I needed a financial strategy that aligned with my goals. Derek's approach was spot-on. He showed the full potential my business could reach by implementing IBC and earning two returns at once!"

    Jason H.

  • "After 30 years at Cargill, I was nearing retirement age. I was anxious about securing my financial future. Derek showed me how I could utilize my policies as a source of passive income. I still have an asset that I can leverage for other investments but, I'm not giving up on my income options. I needed that security."

    Sam L.

  • "I've been a full-time real estate investor for 10+ years now and I didn't stop to think that I was saving my capital in the wrong bank. Derek showed me how I could capitalize my own banking system for future investment opportunities without giving up the interest I was earning on that capital. Finally, I had a strategy that has weathered the storms of volatility and has given me more flexibility in my business. "

    Mark V.

  • "As an interior designer, my career is fueled by creativity and passion. But when it comes to managing finances, I needed a strategy that was as dynamic and vibrant as my designs. Derek's Infinite Banking training exceeded my expectations. He didn't just offer a one-size-fits-all solution; he tailored his advice to suit my unique needs and aspirations."

    Mackenzie M.

How to Fund Your Policy?

There are no shortages of places to draw from to begin funding your Infinite Banking policy. Listed below are several examples to inspire you to consider what sources of capital you may have that you’d like more control over. It’s crucial to recall Nelson’s second golden rule: Don’t be afraid to capitalize! 

“Your Wealth Must Reside Somewhere”
— R. Nelson Nash
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Personal Income

Your personal income is the natural starting point for funding your banking system. As cash flow allows each month, dedicate a portion of your income to premiums.

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Checking & Savings

You've been diligent in saving your income. It's no secret that your savings account doesn't earn much interest. Simply by shifting your savings into your IBC policy, you'll earn a greater return.

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Money Market

Why not put your capital to work in more than one place? Redirect funds in money market accounts to your policy and take advantage of this powerful strategy.

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Brokerage Account

You can use your brokerage account to fund your Infinite Banking policy by transferring funds from the account directly into the policy.

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401k/403b/IRAs

The "traditional" retirement plan is littered with risk, fees, and potential taxes. More importantly, these funds are out of your control for your entire working career. Take back control!

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Pension/Social Security

Any and all sources of income can be utilized to fund a policy. Even if you are uninsurable, you can utilize these funds on a policy for a loved one.

Nothing "Traditional" About It

Financial Advisors would like for you to believe that investing in the stock market via your 401k or IRA has been the traditional method of planning for retirement. Qualified retirement plans have proven to trap your capital – making you lose control and potential returns. 

The 401k was devised in the late 1970s. This means that we are just now seeing retirees exit the workforce after contributing to their 401k for their entire working generation.