DISCOVER

HOW INFINITE BANKING CAN WORK FOR YOU

FINANCIAL COACHING

& WHAT TO EXPECT

Request your 30 minute Intro Call to get started with Infinite Banking and take the first step towards unlocking your financial potential. Why? Because building wealth isn’t a set it and forget it kind of deal - It’s a decision that’s made every single day and it all starts with a good education. We can’t wait to get to know you better and to serve alongside you as you take each step!

DISCOVERY

If you haven’t already, by the end of this Discovery process you will come away with clarity to three questions: 1. Where are you going? 2. Who are you bringing? 3. How are you going to get there?

PROPOSAL

In the Proposal Meeting, we will show you exactly what an Infinite Banking policy could look like for you. Ways to set the policy up, tax implications, and borrowing strategies can also be discussed.

APPLICATION

In the Application Meeting we will ask a few more questions, sign some papers and finalize your policy. Once your policy is approved, you'll be well on your way to unlocking your financial potential with Infinite Banking. 

IMPLEMENTATION

We are currently developing a platform with intuitive lending and borrowing interfaces that will allow people to come together and practice 100% reserve, non-inflationary, loan banking using their Infinite Banking policy. 

ACCESS YOUR MONEY

Maintain liquidity of your money so you can use it as opportunities and needs dictate.

REDIRECT INTEREST PAYMENTS

Control (almost) every penny of hard earned money and have it add to your wealth instead of deplete it.

AND MORE

Enjoy the tax-advantaged growth of your money. Growth that is safe, uninterrupted, and locked-in.

"Infinite Banking is not a one size fits all financial plan and it's important to incorporate other financial products as needed. It is, however, the financial tool every person needs to have in their financial toolkit --- it always has been and it always will be."

Ashley Lalonde

LET'S GET STARTED

BOOK YOUR 30 MINUTE INTRO CALL TODAY

Every person is unique in their financial situation and we in no way claim that one size fits all. At The Wise Banker we are committed to providing you with the information you need to fit your life, your family, and/or your business!

INFINITE BANKING
FOR LIFE

INFINITE BANKING
FOR KIDS

INFINITE BANKING
FOR BUSINESS

LET'S GET STARTED

BOOK YOUR 30 MINUTE INTRO CALL TODAY

INFINITE BANKING
FOR LIFE

INFINITE BANKING
FOR KIDS

INFINITE BANKING
FOR BUSINESS

Every person is unique in their financial situation and we in no way claim that one size fits all. At The Wise Banker we are committed to providing you with the information you need to fit your life, your family, and/or your business!

  • EMAIL US

    info@thewisebanker.com

DEVELOPING FINANCIAL INTELLIGENCE

The Wise Banker is devoted to bringing awareness and understanding to Infinite Banking and helping you unlock your financial potential.

© 2020 The Wise Banker. All rights reserved.
  • EMAIL US

    info@thewisebanker.com

DEVELOPING FINANCIAL INTELLIGENCE

The Wise Banker is devoted to bringing awareness and understanding to Infinite Banking and helping you unlock your financial potential.

© 2020 The Wise Banker. All rights reserved.