top of page
LT GRY infinity solid_1920px.png

Take Control of Your Money

Discover Infinite Banking and Build Lasting Wealth

infinite hero 2B.png

Control Your Finances

Enjoy Tax
Savings

Safeguard Your
Wealth

Many Professionals and Business Owners Lose Control When They...

  • Rely on traditional lenders and high-interest loans.

  • Don't create tax advantages that put money back in their pocket.

  • Expose their wealth to market volatility and risk.

  • Interrupt investment compounding when emergencies come up.

​When you become your own banker, you'll be able to confidently make choices while safeguarding your wealth and controlling your financial future

gray pattern hollow_1080px.png

How to Become Your Own Banker

1

Apply

Complete a short application and schedule a call to see if Infinite Banking is right for you.

2

Fund Your Plan

We'll develop a tailored plan that aligns with your unique goals and positions you to take control.

3

Be Your Own Banker

With our personalized guidance, and innovative technology, you'll be your own banker.

Here's What You Get

Infinite Banking ProsperWise Advisors | Fee Based Financial Planner

Imagine having the financial freedom to make choices without limitations while building a legacy that ensures your family's security for generations, and controlling your financial destiny.

  • Tax Advantages: Enjoy tax-deferred growth on your policy's cash value, and when structured correctly, you can access funds without triggering tax liabilities.

  • Financial Control: You're empowered to make financial decisions without relying on traditional lenders or market volatility.

  • Wealth Preservation: Safeguard your wealth from economic downturns and market fluctuations.

  • Legacy Planning: Build a financial legacy for your loved ones while enjoying the benefits of your policy during your lifetime.

DK ORG infinity hollow.png

Get Started with Infinite Banking

Infinite Banking Intro

Infinite Banking isn't just a financial strategy - it's a game changer

  • Break free from traditional lenders and high-interest loans.

  • Enjoy significant tax advantages that put money back in your pocket.

  • Safeguard your wealth from market volatility.

  • Leave a lasting financial legacy for your loved ones.

  • Control your finances with unmatched flexibility.

  • Create a lifetime of uninterupted compounding 

How it Works

Unlocking financial freedom with Infinite Banking is a simple yet powerful process. We'll guide you through the steps to help you understand and implement your own infinite banking strategy.

Establish a Policy

The first step is to establish a specially designed whole life insurance policy with a reputable insurer. This policy serves as the foundation of your Infinite Banking system. We work with you to structure the policy to align with your unique financial goals

Build Cash Value

As you pay premiums into your whole life insurance policy, it accumulates cash value over time. This cash value is your financial resource pool, and it grows tax-deferred.

Borrow from Your Policy

Here's where the magic happens. You can borrow against the cash value in your policy at any time, for any purpose. 

 

These loans are typically low-interest or even interest-free, depending on the insurer. There are no credit checks, and you're not beholden to traditional lenders.

Repay the Loan

While you can borrow funds, you repay the loans on your terms. As you repay the loans, the cash value in your policy continues to grow, creating a cycle of financial self-sufficiency, and uninterrupted compounding

Reinvest and Repeat

As you repay the loans, the cash becomes available for you to use again and again. This cycle repeats, allowing you to finance major expenses, investments, or business opportunities while maintaining control of your finances.

Infinite Banking is Your Key to Taking Control of Your Finances

Infinite Banking ProsperWise Advisors | Fee Based Financial Planner, Retirement Planning

For Retirement Planning

  • You have long-term financial goals

  • You have a stable income

  • You're looking for asset protection

  • You're financially disciplined:

  • You're open to using life insurance as an investment tool

  • You're seeking an alternative to traditional lenders for investments or other opportunities

ProsperWise Advisors | Fee Based Financial Planner, Business Growth

For Business Growth

  • You have long-term financial goals

  • You have excess revenue

  • You're looking for asset and creditor protection

  • You're open to using life insurance as an investment tool

  • You're seeking an alternative to traditional lenders for business needs, such as equipment purchases or expansion.

Are you ready to Ditch the Stress? Make Smart Choices? Design the Future You Want? 

bottom of page