A Smarter Way to Coordinate Your Financial Life
One Plan. One Strategy. One Coordinated Legacy.
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CLIENT STORY
It Started With Infinite Banking…
Eric originally reached out with a simple question: “Does Infinite Banking actually work?”
He liked the idea of using whole life insurance cash value as a place to store money—money he could access without asking a bank for permission. But as we talked, it became clear that his curiosity about Infinite Banking was really about something deeper.
He wanted to know whether his financial plan would still work if his income changed, if credit tightened, or if life threw an unexpected curveball.
From a Tactic to a Total Plan
Instead of focusing on a single tactic, we stepped back and looked at his entire financial picture. We asked a more important question:
What would an ideal financial plan actually need to accomplish—over a lifetime?
That conversation led us to the 9 Ideal Financial Planning Goals, which became the framework for everything that followed.
Whole life insurance isn’t the plan by itself. It’s the financial hub that helps coordinate everything else.
The Strategy That Ties It All Together
The Whole Life Integration Strategy
You can accomplish all 9 goals with a strategy that integrates properly structured, optimally funded whole life insurance with its full range of features and benefits.
Whole life is not used here as a standalone product. It functions as a stable financial core—providing guarantees, liquidity, tax advantages, and protection while coordinating with the rest of your financial life.
Why Relying on Banks Can Break at the Worst Time
When you have good credit, good collateral, and strong cash flow, getting a bank loan is easy. But if any one of those changes right when you need money, access can disappear.
With optimally funded whole life, you no longer have to apply for loans in the traditional sense. You don’t use your credit, you don’t fill out paperwork, and you control the repayment terms.
It’s your money—and you decide how and when to use it.
Capital for Opportunities—and for Uncertain Times
When you have good credit, good collateral, and strong cash flow, getting a bank loan is easy. But if any one of those changes right when you need money, access can disappear. With optimally funded whole life, you no longer have to apply for loans in the traditional sense. You don’t use your credit, you don’t fill out paperwork, and you control the repayment terms. It’s your money—and you decide how and when to use it.
Our Process
Our Process
- Discovery Call
- Identify Priorities Using the 9 Goals
- Design Your Whole Life Integration Strategy
- Implement & Coordinate with Estate Plan
- Ongoing Review & Adjustment
