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    • Learn More About Whole Life Insurance
    • Is Indexed Universal Life Insurance (IUL) Good or Bad?
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    • Learn more about Term Life Insurance
    • Get a Policy
  • RESOURCE CENTER
    • Life Insurance 101
    • Disability Insurance
    • Articles
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    • What I Wish I Learned In School
    • What is The Perpetual Wealth Code?
    • Prescription for Wealth – Free eBook or AudioBook
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702-660-7000

Schedule Appointment »

317-912-1000

  • INFINITE BANKING
    • Infinite Banking Intro
    • Watch & Learn
  • LIFE INSURANCE
    • Life Insurance
    • Term vs Whole Life
    • Whole Life Insurance
    • Learn More About Whole Life Insurance
    • Is Indexed Universal Life Insurance (IUL) Good or Bad?
    • Term Life Insurance
    • Learn more about Term Life Insurance
    • Get a Policy
  • RESOURCE CENTER
    • Life Insurance 101
    • Disability Insurance
    • Articles
    • Videos
    • Financial Terminology
    • What I Wish I Learned In School
    • What is The Perpetual Wealth Code?
    • Prescription for Wealth – Free eBook or AudioBook
  • STORE
  • ABOUT US
    • Meet the Team
    • Testimonials
    • Licensing
    • FAQs
    • Fees
  • CONTACT
    • Schedule Personal Meeting
    • Send Message
  • PODCAST

Solutions for

Businesses
Businesses
Families
Families
Individuals
Individuals
Professionals
Professionals

New title

  • Why Does Whole Life Insurance Cost More Than Term?
  • Whole Life vs Universal Life Insurance: Long-Term Strategy, Cost Structure, and Flexibility
  • Whole Life vs Term Insurance: Long-Term Value and Cost Math
  • Whole Life Insurance Rates Explained: Why Premiums Cost More Than Term
  • Whole Life Insurance Pros and Cons: Benefits, Drawbacks, and When It Makes Sense
  • Using Whole Life Insurance for Retirement Income Strategy: Cash Value, Tax Advantages, and Long-Term Income Planning
  • Life Insurance Rates by Age and Health: Real Cost Comparison and Pricing Factors
  • Is Whole Life Insurance Worth It?
  • How Whole Life Cash Value Grows Over Time: Timeline and Performance
  • How Much Whole Life Insurance Do You Need? Coverage Calculation, Income Replacement, and Long-Term Planning
  • Blended Term and Whole Life Insurance Strategy: Cost, Coverage, and Long-Term Planning
  • What is Whole Life Insurance? Definition, Cost and Long Term Value
  • 3 Misconceptions About Life Insurance
  • When Can You Stop Paying Whole Life Insurance Premiums?
  • What is Equity in Whole Life Insurance?
  • Analyzing White Coat Investor’s Seven Truths About Infinite Banking
  • Do MEC Policies Work for Infinite Banking?
  • Is Rich Dad Poor Dad Still Relevant Today?
  • Is Dave Ramsey Out of Touch With Reality?
  • Dave Ramsey vs Infinite Banking
  • What the Bank On Yourself Reviews Don’t Tell You
  • Cancer Insurance: 5 Questions to Ask Before Buying
  • Long-Term Care Insurance vs The Infinite Banking Concept
  • Pay Cash, Borrow, Lease or Infinite Banking
  • The Pursuit of Happiness and Life Insurance
  • The Complaints Against Universal Life Insurance
  • Crypto and other Currencies
  • Purchasing Life Insurance on Your Child and Grandchildren
  • Velocity Banking Comes to a Screeching Halt for Many
  • The Cost Associated with Indexed Universal Life Insurance (IUL)
  • When Can a Life Insurance Payout Become Taxable?
  • What Is Bank Owned Life Insurance (BOLI) and How Does It Work?
  • Pros and Cons of Converting Term to Whole Life Insurance
  • Liquidity In Life Insurance
  • 529 Plans vs Life Insurance To Fund College Education
  • Exit Strategies for Small Businesses
  • Best Ways to Save Money for Your Grandchildren
  • Everything You Need To Know About Corporate Owned Life Insurance (COLI)
  • Can I Buy A House Using Life Insurance?
  • 90/10 Whole Life Insurance and Dividends: A Good Choice Or Not
  • What Is Indexed Whole Life Insurance And How Does It Work
  • What Is A Sinking Fund?
  • What Is Self-Financing?
  • What Is A Hard Money Loan?
  • Are Self-Storage Units A Good Investment?
  • The Irony of Becoming Debt-Free and How to Achieve It
  • The Hidden Dangers of Life Insurance Trusts: What You Need to Know
  • 401(a) Plans vs. Whole Life Insurance: Which is Right for You?
  • The 401(k) Conundrum: Looking Beyond the Average Balance By Age
  • Uninterrupted Compound Interest: The Hidden Power of Continuous Growth
  • Economic Value Added: A Clear Path to Measuring True Business Value
  • Securing Your Farm’s Future: A Fresh Look at Agricultural Financing
  • The 80/20 Rule in Real Estate: A Strategic Approach with Participating Whole Life Insurance
  • Exploring the Best Life Insurance Options for Veterans
  • The Infinite Banking Concept: A Guide to Building Sustainable Wealth
  • Money: What Is It and What Is Its Purpose
  • How To Be Your Own Bank
  • Understanding Max Funded IUL: Benefits, Considerations, and Alternatives
  • How to Pass On Generational Wealth: Building a Legacy That Lasts
  • Max Funded IUL vs 401k: The Truth About These Popular Retirement Strategies
  • Why I Continue to Pay My Whole Life Insurance Premiums
  • Insurance Savings Accounts: A Better Way to Save
  • Retirement Funding with Infinite Banking
  • The Complete Guide to Whole Life Insurance for Infinite Banking
  • Why 10-Pay Whole Life Insurance is the Best Tool for Infinite Banking
  • Infinite Banking vs Velocity Banking: Which Path Should You Choose?
  • Can You Buy a House with Infinite Banking? (And Should You?)
  • Can You Buy a Car With Infinite Banking? (And Should You?)
  • Can You Buy an Infinite Banking Whole Life Policy Online?
  • The Importance of Earning Money
  • Building Sustainable Wealth: Who Keeps the Interest and Principal You Pay?
  • Becoming Your Own Banker Explained
  • World Population: An Economic Concern
  • Return on Premiums Paid in Participating Whole Life Insurance
  • 529 Plans and What Happens When Funds are Not Used
  • Extra Mortgage Payments: Do They Save You Money?
  • Building Sustainable Wealth Using the Life Benefits Formula
  • The Social Security Trap
  • PWLI vs IUL The Difference Between Flying and Driving
  • Avoid the 401K Withdrawal Tax Under the CARES Act
  • Investment Grade Life Insurance: What You Need to Know
  • Why Socialism Is So Appealing to Millennials
  • Life Insurance Policy Loans and Withdrawals – How and When to Use Them
  • The Importance of Capitalism
  • The Best Way to Pay Off a Mortgage
  • Premium Financed Life Insurance: A Risky Endeavor
  • The Fundamentals of the Infinite Banking Concept
  • 5 Things That Are Essential to Your Prosperity
  • CSO Tables…And What They Mean For You
  • 2 out of 3 Regret Their College Degree
  • Understanding Indexed Universal Life Insurance Values
  • Direct or Non-Direct Recognition: What Difference Does it Make?
  • Interest You Earn Is Weightier Than Interest You Save
  • The Ugly Duckling or The Black Swan | The Greatest Investment of All Times
  • Can You Have More Than One Life Insurance Policy?

Solutions Businesses

Fermentation Farm
Sugar Vibes Donut Shop

Solutions Families

Denzel and Meryl Steyn
Dr. Randy and Sue Norris
José and Theresa Olivieri
Meet Dr. Ethan and Amy Childs!
Meet Max and Molly!
The Bradstreets
The Buricks
The Cradducks
The Dealys
The Derhaks
The Green Family
The Nanningas
The Turcios Family
The Vargas Family
The Zapatas

Solutions Individuals

Brenda and Brittini Nairn
Dr. Miguel Cruz
Levi Villareal
Mary Jane Mirasol
Mira Beck
Tamara Schreven’s Story

Solutions Professionals

Andre and Linda Dukes
Dr. David Melendez
Dr. Glenn Gabai
Dr. Jeff and Donna Buller
Dr. Paul Reed
Dr. Randy and Sue Norris
Dr. Renny and Margie Edelson
Dr. Ruth Bowen
Erika Barrantes
Jeffrey and Dr. Cathy Ng
Mark and Dr. Lily Kuenhe
Steve Hryszczuk

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Infinite Banking Made Simple binder

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WEALTH TALKS

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Featured Videos

  • Should I own multiple policies or just one big policy?
  • How to Build a Secure Financial Foundation
  • Laddering with Whole Life Insurance and Term – The Good the Bad and the Ugly
  • Hidden Taxes, Fees and Inflation on investments
  • Direct vs Non Direct Recognition Life Insurance
Solutions
  • Infinite Banking
  • – Watch and Learn
  • Bank On Yourself
  • Retirement Income Strategy
  • Velocity Banking
  • Success Stories
  • Schedule Your Strategy Session
  • Blog Archive – Infinite Banking Examples
  • Tom’s Weekly Blog
Downloads
  • Prescription for Wealth ebook
  • Infinite Banking Made Simple Binder
  • Infinite Banking eBook
  • Dave Ramsey vs Infinite Banking
Resources
  • 10-20-70 Worksheets
  • Loan Manager
  • Online Financial Calculators, Loan Payoff Calculators & Investment Calculators
  • PWC Management Videos
  • Definition of Terms
Events
  • Financial Class – Recording (4 hours)
PODCASTS
  • Interviews
  • Budgeting
  • Taxes
  • Retirement and Passive Income
  • Investing
  • Velocity of Money
  • Dividends Explained
Videos
  • How Does Life Insurance Work?
  • Term or Permanent Whole Life Insurance?
  • Universal Life Insurance
  • Funding College Education
  • What is the Best Type of Life Insurance?
  • The Perpetual Wealth Code
The Company
  • Customer Reviews
  • Meet the Team
  • Frequent Questions (FAQs)
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