Get Started

Step 1:

Read Becoming Your Own Banker in the following order:

This is mandatory reading as it will lay the foundation for implementing the IBC wealth building strategy.

·Start with pg 85

·Pgs 3-4 two times

·Pgs 11-50 “the core”

·Jump to pg 65

·Reread pgs 15-16, the grocery store

·Pgs 65-85

·Finally- 51-63 covering equipment financing

Step 2:

Access my past webinars for a more in-depth analysis on any topics of interest

Step 3:

Schedule a call

This time will be used to discuss a personalized wealth strategy utilizing the Infinite Banking Concept, answer questions and get the process started.