start your

policy

Starting an Infinite Banking policy is a process that takes time, typically 6-8 weeks from start to issue sometimes less. This loaded policy involves a thorough review and a fully underwritten procedure, including vital signs and lab work. Before the initial consultation, watching the 60-minute presentation is a must. It’s crucial for informed questions during the consultation. Skipping it means rescheduling. This is a significant step, so do your research and take it seriously. If you’re satisfied post-consultation, the next step involves submitting basic information to our partners, The Cash Compound and The Money Multipliers, letting them know you’re ready to schedule a time to submit an official life insurance application.

Watch the 60-minute presentation presented by The Cash Compound. 

  • Schedule a consultation with me Coach Keith.

  • Ask any questions you may have about starting a policy. 

  • Submit basic information letting the team know you’re ready to move forward with an official application. 

  • Schedule a time for the Application Specialist to reach out and complete official application over the phone. 

  • Complete underwriting and review process. 

  • Wait for approval and activation of policy. 

map your

policy

Ah, the grand mapping session! After your policy’s sorted, schedule a chat with one of our Mapping Specialists. Tell us your financial dreams, and we’ll unlock the secrets of using your policy like a pro. Conquer debt, invest wisely, and own your financial future with the Infinite Banking charm. The purpose of a mapping session is for you to communicate your financial goals and where you want to go so that we can show you how to leverage your policy to get there efficiently and effectively. You can develop a step-by-step plan to conquer debt, invest more, and own your financial outcomes as you learn to practice the infinite banking method. Ready to make the most of your Infinite Banking policy?

Here’s how:

  • Once your policy’s live, your Mapping Specialist helps set up your policy tools.

  • Get the details to access your first policy loan.

  • Activate your online insurance account to stay updated on policy info.

  • Meet with your Mapping Specialist to put your plan into action, usually a 30-minute to an hour session.

maximize your

policy

So, you’ve got that snazzy IBC policy, and you’re thinking, “I’m a financial expert now!” But hey, we recommend giving it a bit of time – maybe 2-3 years – to let it do its thing. You’ll see your cash stash grow, and those interest and dividends start rolling in. It’s like a slow-burn thriller. But when you’re ready, you’ll be itching to crank it up, the Nelson Nash way. Maximize your policy in style! Don’t forget you can always schedule another mapping session with us to discuss your financial goals.

Here are the key ways to maximize your IBC policy: 

  • Extra Premium Payments: Think of it as giving your policy an energy boost.

  • Paid-Up Additions (PUAs): The real secret sauce, like your policy’s superhero sidekick, turbocharging its growth.

  • Paying Back Loans: Be a responsible policy parent, pay back those loans, and unlock a revolving line of credit for new adventures.

  • Dividends: While not guaranteed, they’ve been a dependable buddy for over a century, through thick and thin.

  • Cash Value and Compounding: Dividends are paid on your cash value, and the more premium you put in, the beefier the cash value, leading to fatter dividends. It’s compounding interest magic at its finest.