Foundations Course

In this lesson Nate reviews a case study illustrating how a policy can be used to generate tax-free passive income that can remove the fear of running out of money in retirement.

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In this lesson Nate reviews a case study describing how a client created $1,000,000 of additional profit on his real estate investments by using his banking enterprise (policies) to fund the investments.  

Conventional retirement planning is setting many Americans up for failure. The goal of most financial plans is to help you generate the largest nest egg, where the true goal should be to generate the highest amount of passive income to live on. In this lesson, you will learn why the policy is one of the

Building a Policy to Finance Your Cars- If you were the banker, would it be possible to personally finance all of your cars and make a profit? Of course! And that’s exactly what is revealed in this lesson as we review a case study of using a policy to finance cars for the rest of

Many people mistakenly see a Participating Whole Life Policy as an investment instead of a banking enterprise. They become focused on the “rate of return” of the policy compared to other investment alternatives. In reality, the policy is simply the best banking tool that should be used to FUND your investments. In this lesson, we

Of all the tools and products available in the financial world, why is Participating Whole Life Insurance the most efficient tool to use to become your own banker? Learn once and for all why Whole Life is the perfect match to establish your “banking” system!

This lesson describes how policies can be designed on a spectrum, either maximizing the Cash Value or maximizing the Death Benefit. When opening a Participating Whole Life Insurance policy with the goal of becoming your own banker, the focus should not be on the death benefit of the policy, but on how to get the

This lesson dives into exactly how a policy would be designed to maximize the cash value and answers common questions about policy design and premium contributions.

Most people have a desire to pay cash for as many things as possible, but then never stop to take a look at the financial impact of paying cash. When you pay cash, you lose all the interest you could have earned on that money! What if there was a better way to purchase things