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.

You can download the full report “Unlocking Your Infinite Banking Questions” here.

You can watch all of our educational videos on Infinite Banking here.

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.