Unlock the Rockefeller Secret to Generational Wealth Through Your Human Life Value
Unlock the Rockefeller Secret to Generational Wealth Through Your Human Life Value
Unlock the Rockefeller Secret to Generational Wealth Through Your Human Life Value
Stop building your legacy on tax guesses and market risk. We specialize in advanced policy design to create the institutional-grade calm and tax-advantaged liquidity that banks and major corporations have used for decades.
Stop building your legacy on tax guesses and market risk. We specialize in advanced policy design to create the institutional-grade calm and tax-advantaged liquidity that banks and major corporations have used for decades.
You're Ready for This Call If You Want To
You're Ready for This Call If You Want To
You're Ready for This Call If You Want To
Turn your Human Life Value from a liability into a compounding, protected asset
Turn your Human Life Value from a liability into a compounding, protected asset
Turn your Human Life Value from a liability into a compounding, protected asset
Create the Owner's Credit Line to deploy capital for opportunities without interrupting compounding.
Create the Owner's Credit Line to deploy capital for opportunities without interrupting compounding.
Create the Owner's Credit Line to deploy capital for opportunities without interrupting compounding.
Get Tax-Free Access to capital in retirement—fixing the 401(k) tax time bomb.
Get Tax-Free Access to capital in retirement—fixing the 401(k) tax time bomb.
Get Tax-Free Access to capital in retirement—fixing the 401(k) tax time bomb.
The Financial Flaws That High Earners Need to Solve
The Financial Flaws That High Earners Need to Solve
The Financial Flaws That High Earners Need to Solve
The Financial Flaws That High Earners Need to Solve
You're working hard, but your system is sabotaged by three assumptions that steal your cash flow and control.
You're working hard, but your system is sabotaged by three assumptions that steal your cash flow and control.
You're working hard, but your system is sabotaged by three assumptions that steal your cash flow and control.
1. Still Renting Money from Banks?
If you're asking for permission to use capital you already earned, your financial system is backwards. Stop paying interest to someone else's P&L.
1. Still Renting Money from Banks?
If you're asking for permission to use capital you already earned, your financial system is backwards. Stop paying interest to someone else's P&L.
1. Still Renting Money from Banks?
If you're asking for permission to use capital you already earned, your financial system is backwards. Stop paying interest to someone else's P&L.
1. Still Renting Money from Banks?
If you're asking for permission to use capital you already earned, your financial system is backwards. Stop paying interest to someone else's P&L.
2. The 401(k) Tax Time Bomb
Betting that tax rates will be lower in retirement is a gamble. Your biggest tax bill is waiting at withdrawal—you need an exit strategy.
2. The 401(k) Tax Time Bomb
Betting that tax rates will be lower in retirement is a gamble. Your biggest tax bill is waiting at withdrawal—you need an exit strategy.
2. The 401(k) Tax Time Bomb
Betting that tax rates will be lower in retirement is a gamble. Your biggest tax bill is waiting at withdrawal—you need an exit strategy.
2. The 401(k) Tax Time Bomb
Betting that tax rates will be lower in retirement is a gamble. Your biggest tax bill is waiting at withdrawal—you need an exit strategy.
3. Compounding You Interrupt
Every time you pull cash for an opportunity or emergency, you hit the 'reset' button. The compounding that matters is the kind you never interrupt.
3. Compounding You Interrupt
Every time you pull cash for an opportunity or emergency, you hit the 'reset' button. The compounding that matters is the kind you never interrupt.
3. Compounding You Interrupt
Every time you pull cash for an opportunity or emergency, you hit the 'reset' button. The compounding that matters is the kind you never interrupt.
3. Compounding You Interrupt
Every time you pull cash for an opportunity or emergency, you hit the 'reset' button. The compounding that matters is the kind you never interrupt.
The Solution: Institutional-Grade Calm with Owner Flexibility
The Solution: Institutional-Grade Calm with Owner Flexibility
The Solution: Institutional-Grade Calm with Owner Flexibility
The Solution: Institutional-Grade Calm with Owner Flexibility
We focus on Maximum Cash Value and Minimum Commission the structure that makes Infinite Banking work in the real world.
We focus on Maximum Cash Value and Minimum Commission the structure that makes Infinite Banking work in the real world.
We focus on Maximum Cash Value and Minimum Commission the structure that makes Infinite Banking work in the real world.
Contractual Security
Your cash value grows every year, protected by A+ rated carriers with 120+ year histories. This is the calm foundation that lets you take smart risks elsewhere.
Contractual Security
Your cash value grows every year, protected by A+ rated carriers with 120+ year histories. This is the calm foundation that lets you take smart risks elsewhere.
Contractual Security
Your cash value grows every year, protected by A+ rated carriers with 120+ year histories. This is the calm foundation that lets you take smart risks elsewhere.
Contractual Security
Your cash value grows every year, protected by A+ rated carriers with 120+ year histories. This is the calm foundation that lets you take smart risks elsewhere.
Uninterrupted Velocity
You borrow against your value (not from it), so your base capital never stops compounding. Deploy for real estate, taxes, or business, and repay on your schedule.
Uninterrupted Velocity
You borrow against your value (not from it), so your base capital never stops compounding. Deploy for real estate, taxes, or business, and repay on your schedule.
Uninterrupted Velocity
You borrow against your value (not from it), so your base capital never stops compounding. Deploy for real estate, taxes, or business, and repay on your schedule.
Uninterrupted Velocity
You borrow against your value (not from it), so your base capital never stops compounding. Deploy for real estate, taxes, or business, and repay on your schedule.
Tax-Free Legacy
Cash value is tax-deferred and can be accessed tax-free. The death benefit passes to your beneficiaries tax-free, establishing a simple legacy your family won't fight over.
Tax-Free Legacy
Cash value is tax-deferred and can be accessed tax-free. The death benefit passes to your beneficiaries tax-free, establishing a simple legacy your family won't fight over.
Tax-Free Legacy
Cash value is tax-deferred and can be accessed tax-free. The death benefit passes to your beneficiaries tax-free, establishing a simple legacy your family won't fight over.
Tax-Free Legacy
Cash value is tax-deferred and can be accessed tax-free. The death benefit passes to your beneficiaries tax-free, establishing a simple legacy your family won't fight over.
Real Customers Real Reviews
Real Customers
Real Reviews
Real Customers
Real Reviews
Thank You Steve!
When I heard about Being your own bank, Infinite Banking and the other terms used for this service I was intrigued. I watched Steve’s videos, did some research and was really excited to learn more. I’m so glad I did! This is one of the most important and useful tools we have to secure our…
The Best…
Barry is hands down the best advisor in whole life insurance and provides unbiased advice for whole life insurance policies for Cash Value life insurance for IBC or infinite banking. He’s equally intelligible about creating a trust to protect your family and legacy. He’s someone that genuinely cares about protecting my family’s future and legacy…
Great Experience with Denise Boisvert
I had (and continue to have) a great experience working with Denise Boisvert. She recently helped me complete the 1035 exchange process for an existing IBC-based whole life insurance policy that I have.
This was an amazing experience…
This was an amazing experience, when I first contacted Insurance and Estates, I barely knew anything about life insurance. Jason was very patient, informative and, clear in how he quickly educated me to make intelligent decisions on my financial future. I would definitely recommend Insurance and Estates to anyone.
Jason helped me with a whole life…
Jason helped me with a whole life policy, protecting my daughter as well as go through the process without disrupting my over the road work as a trucker. Some times as a trucker it’s hard to get on site medical while going state to state, as a non smoker I qualified, Jason is awesome
Excellent help, gave detailed explanation
Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I signing up for. He was also very responsive via email and texts.…
We work with many of the top rated insurance companies in the U.S. including:
