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Infinite banking is a personal finance strategy that leverages a whole life policy as a “personal bank.” This includes taking loans against the policy and growing cash flow through the insurance’s dividends.
On this strategy call, one of our wealth strategists will evaluate your individual needs, discuss the benefits of the program and present a workable solution moving forward. By the end of your first strategy session, you will have discovered the one financial tool that all the wealthy have been using for the last century and a half and how you can also take advantage of the exact same system!
Last updated January 01, 2023
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