A Legacy You’ll Actually Want to Leave
Shaping Futures that Honor God •
What’s the problem with “Traditional” Legacy Planning?
The Average American leaves an inheritance of only $46,200. Half of all Americans who do receive an inheritance receive less than $10,000. You’ve worked hard your whole life only to leave $10,000 to your loved ones. It doesn’t have to be this way!
Legacy Banking revolutionizes traditional legacy planning by creating a family banking system that stores, protect, and maximizes your family’s wealth potential across generations.
HELLO. I’M DEREK.
I'm an Infinite Banking Practitioner and Coach, Passive Income Enthusiast, a novice Austrian Economist, and Top Money Hero in my family.
Families and Business leaders come to me when they want to create their private banking system that they control and can leverage.
I've met with hundreds of investors struggling to get their life savings to bear fruit; leaving them frustrated and uncertain on how to reach financial freedom.
Ready to reclaim control of your finances? Let’s maximize the potential of your finances with a tailored personalized banking system.
Nelson Nash Institute
Infinite Banking is a concept that a family or business can own the capability to perform the banking function, then it will recapture volumes of interest traditionally paid to other financial entities (banks, mortgage companies, etc.). The Nelson Nash Institute seeks to honor the teachings of the originator of the Infinite Banking Concept, R. Nelson Nash, by educating professionals in a rigorous course of study to protect the consumer.
Legacy Banking Blueprint
Shaping Your Family’s Future to Honor God
Culture
Establishing a Christ-centered Foundation
Cultural Capital
Biblical Values and Principles: Ground the family culture in biblical values and principles, emphasizing virtues such as integrity, humility, and faithfulness in all endeavors.
Legacy Banking is a fusion of Infinite Banking and Biblical family principles, designed to pass down a heritage of faith, stewardship, and discipleship from one generation to the next. At its core, Legacy Banking acknowledges that true wealth is more than a monetary value. It casts a vision for a prosperous family over many generations to come.
Emotional Capital
Family Unity and Fellowship: Foster a culture of unity and fellowship rooted in the love of Christ, where family members support and encourage one another in their faith journey and worldly pursuits.
Spiritual Capital
Spiritual Growth and Discipleship: Prioritize spiritual growth and discipleship within the family, nurturing a deep and personal relationship with God through prayer, study of Scripture, and worship.
Capital
Stewardship for God's Kingdom
Financial Capital
Stewardship of Resources: Manage financial resources as faithful stewards of God, utilizing Family Banking strategies to optimize cash flow, build wealth, and advance His kingdom purposes.
Social Capital
Generosity and Compassion: Cultivate a culture of generosity and compassion, sharing blessings with those in need and supporting ministries and missions that spread the Gospel and alleviate suffering.
Intellectual Capital
Eternal Perspective: Maintain an eternal perspective in financial decision-making, investing in heavenly treasures and kingdom impact through strategic financial planning and wise investment choices.
Continuity
Passing Down a Faithful Legacy
Human Capital
Godly Heritage and Legacy: Pass down a godly heritage and legacy to future generations, instilling in them a love for God and a commitment to walk in His ways through intentional discipleship and modeling of faith.
Reputational Capital
Intergenerational Discipleship: Engage in intentional intergenerational discipleship, investing time and effort in mentoring and equipping the next generation to carry on the faith and continue the work of God's kingdom.
Natural Capital
Faithful Stewardship Succession: Plan for succession in faithful stewardship, preparing and empowering successors to uphold the family's legacy of honoring God with their lives and resources, while also preserving and protecting the natural resources entrusted to their care.
Our 5-Step Implementation Plan
Legacy Banking in Motion
Schedule a Strategy call: Legacy begins with strategy and a clear vision for the future. Leverage
Clarify Your Values: Begin by identifying the core values and beliefs that you want to pass down to future generations. Consider how these values align with biblical principles and shape your financial priorities.
Rethink Your Thinking: Embrace a mindset of stewardship rather than ownership. Recognize that all resources ultimately belong to God, and seek to use them wisely for His purposes.
Family Banking Strategy: Family Banking is Infinite Banking on steroids. This approach emphasizes the creation of a family banking system to facilitate all financial needs and intergenerational wealth transfer.
Intergenerational Planning: Engage in intentional conversations with family members about your financial legacy and values. Explore ways to pass down not just wealth, but also wisdom and character traits that will equip future generations for success.
Legacy Building Activities: Integrate legacy-building activities into your financial planning process, such as charitable giving, education funding, and mentorship programs. Look for opportunities to invest in causes that align with your values and advance God's kingdom purposes.
