Infinite Banking Client Stories
How clients use their policies
Full conversations with clients using Infinite Banking for business, real estate, financial control and retirement planning.
Video + podcastReal Estate and Business
Why I Use Infinite Banking, with Wesley Smith
Wesley explains how he uses multiple policies across his business, investments and family.
Video + podcastReal Estate Investors
Hacking Your Wealth with Nnene Mbonu
A real estate investor, Nnene shares how she uses Privatized Banking to build wealth and stay in control.
Video + podcastFinancial Control
One Powerful Question to Maximize Freedom and Control
Dr. Lee and Candice explain how one question helped them redesign their lives and regain control.
Podcast + articleRetirement
The 401(k) Alternative: Chuck Fahs's Story
Chuck discusses looking beyond his 401(k), investing in real estate and protecting his family.
Legacy Planning Client Stories
Planning for more than money
Full client conversations with families who used Seven Generations Legacy® coaching to clarify their values, involve the next generation and create a more intentional plan for the future.
Family Legacy
How One Family Created a Legacy Plan Around Unity and Values
Shannon Love explains how the process turned what felt like an overwhelming task into an empowering family experience.
Faith and Legacy
Aligning Wealth With Values Through Legacy Planning
Darren and Buffy Ruthardt share how they moved from disconnected assets to a unified legacy vision for their family.
More Client Experiences
Short stories, directly from clients
Quick video testimonials covering legacy planning, tax strategy, retirement and TMA's broader financial guidance.
Legacy Planning
Sabrina Starling
From estate-planning overwhelm to clearly articulated family values.
Tax Strategy
Dan Arsenault
Working with a team that includes accountants and investment advisors.
Legacy Planning
Anna Kelley
Writing down the family wisdom they want to pass on to their kids.
Tax and Business Strategy
Susan Dison
Tax planning and help with the business issues that almost made them quit.
Retirement Planning
Pawan Arora
Recommendations on cash flow and asset protection, based on his whole financial picture.
Holistic Planning
Sherry Berman
What she found that a typical investment service doesn't offer.
Legacy Planning
Darren and Buffy Ruthardt
Creating a roadmap for stewardship across generations.
Legacy Planning
Shannon Love
Looking for peace of mind and a plan to follow, and finding a family-building experience.
Legacy Planning
John Bowman
Passing down meaning, not simply assets and documents.
Legacy Planning
Jan Justice
The tools and process that helped a family finally move forward.