What Are My Next Steps to Explore Infinite Banking Options For Myself & Family?

December 29, 2023•2 min read
What Are My Next Steps to Explore Infinite Banking Options For Myself & Family?

If you are interested in exploring Infinite Banking strategies for yourself and or your family your next step is to schedule a strategy session!

To schedule a strategy session with the Producers Wealth team, please complete and submit this form and a team member will reach out to schedule your strategy session.

On our first strategy session we will review all the information you submitted and learn all about you and your family and your goals.

Our team will then create a customized strategy and create Infinite Banking plan design illustrations to review along with your customized. strategy.

Once you are ready to implement and execute your strategy and set up your Infinite Banking plan, you will complete a life insurance application and schedule a medical exam.

The life insurance application underwriting process takes on average about 10 to 15 days.

You will then receive an offer from the mutual insurance company and when you accept the offer, you will review and sign the paperwork and fund your Infinite Banking policy.

Once your policy is in force, you have started the process of becoming your own banker!

My team and I would be honored to assist you and your family explore your Infinite Banking options.

Here’s what to do next:

  1. Read the books. Download both of M.C.’s books, The Family Office for Business Owners and Get Wealthy For Sure, at producerswealth.com/books.

  2. Book a call with our team to set up your Family Bank. We’ll map where your capital is leaking and how a Family Bank can sit at the center of your family’s capital system. Book your call here.

  3. Apply to work with Producers Wealth. For established owners ready to install their Family Wealth Operating System in 90 days. producerswealth.com/familyofficeapplication

Disclaimer and Waiver

Michiel Laubscher & Laubscher Wealth Management LLC is not an investment advisor and is not licensed to sell securities. None of the information provided is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other offerings. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information contained herein is at your own risk. The content is provided ‘as is’ and without warranties, either expressed or implied. Michiel Laubscher & Laubscher Wealth Management LLC does not promise or guarantee any income or specific result from using the information contained herein and is not liable for any loss or damage caused by your reliance on the information contained herein. Always seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.

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