Infinite Banking & Whole Life

Explore how Infinite Banking uses properly designed whole life insurance to build accessible cash value, support financing decisions, and create durable family capital. This hub covers the fundamentals, policy design, policy loans, insurers, dividends, and product tradeoffs.

What is the Infinite Banking Concept? Part 8: What Can I DO With Infinite Banking?

By Rachel Marshall / November 7, 2022 / Comments Off on What is the Infinite Banking Concept? Part 8: What Can I DO With Infinite Banking?

Have you heard about Nelson Nash Infinite Banking, and Becoming Your Own Banker and you want to learn more? Or maybe you’re already using the Infinite Banking concept, but would like to explain it better to your spouse, your parents, your children, your business partner, or friends. Today, we’re unpacking the fundamentals of the Infinite…

Infinite Banking, Part 7: What is a Life Insurance Policy Loan?

By Rachel Marshall / October 24, 2022 / Comments Off on Infinite Banking, Part 7: What is a Life Insurance Policy Loan?

Are you wondering what is a life insurance policy loan, and how can it help you? Or maybe you’re already using Infinite Banking, but would like to explain it better to your spouse, your parents, your children, business partner, or friends. Today, we’re unpacking the truth about the Infinite Banking Concept and the power of…

Infinite Banking in Canada

By Rachel Marshall / October 17, 2022 / Comments Off on Infinite Banking in Canada

This week, we had the pleasure of joining our Canadian friends on the Wealth Without Bay Street podcast. In this episode we talk about our business, and how we can apply the principles of infinite banking in Canada. If you’ve ever wondered how The Money Advantage got its start, how our perspective has shifted on…

Infinite Banking Options to Access Your Cash Value

By Rachel Marshall / September 12, 2022 / Comments Off on Infinite Banking Options to Access Your Cash Value

If you’re using Infinite Banking with a life insurance policy, you have multiple options to access your cash value. But which one is the best? Should you always use policy loans? What if you can get a lower interest rate by borrowing against your cash value with a third-party loan? Let’s discuss all of your…

What is Infinite Banking? Part 5: What is the Dividend?

By Rachel Marshall / August 29, 2022 / Comments Off on What is Infinite Banking? Part 5: What is the Dividend?

Have you heard about the Infinite Banking Concept and want to learn more? Or maybe you’re already using Infinite Banking but would like to be able to explain it better. Today we’re unpacking the question: What is the dividend?  If you’ve ever wondered how the cash value grows through dividends and how life insurance dividends…

What is the Life Insurance Death Benefit?

By Rachel Marshall / August 15, 2022 / Comments Off on What is the Life Insurance Death Benefit?

Have you heard about Nelson Nash, Infinite Banking, Becoming Your Own Banker, Bank on Yourself, and want to learn more? Or maybe you’re already using Infinite Banking, but would like to explain it better. We’re continuing our series on the basics of the Infinite Banking Concept and answering your “what” questions. Today, we’ll unpack, What…

What is Infinite Banking? Part 3

By Rachel Marshall / August 1, 2022 / Comments Off on What is Infinite Banking? Part 3

Have you heard about Nelson Nash, Infinite Banking, Becoming Your Own Banker, Bank on Yourself, and want to learn more? Or maybe you’re already using Infinite Banking, but would like to be able to explain it better to your spouse, your parents, your children, business partner, or friends. We’re continuing our series on the basics…

What is the Infinite Banking Concept? Part 2

By Rachel Marshall / July 18, 2022 / Comments Off on What is the Infinite Banking Concept? Part 2

Have you heard about the Infinite Banking Concept, and you want to learn more? Or maybe you’re already using Infinite Banking, but would like to explain it better to your spouse, your parents, your children, business partner, or friends. In part 1 of our series on Infinite Banking, we’re unpacking the basics of policy design…

What is Infinite Banking, Part 1

By Rachel Marshall / July 4, 2022 / Comments Off on What is Infinite Banking, Part 1

What Is Infinite Banking?  Have you heard about Nelson Nash, Infinite Banking, Becoming Your Own Banker, bank on yourself, or be your own banker and want to learn more? Maybe you’re already using Infinite Banking but would like to explain it better to your spouse, parents, children, business partner, or friends. Today, we’re starting a…

2022 Nelson Nash Think Tank Reviewed

By Rachel Marshall / June 6, 2022 / Comments Off on 2022 Nelson Nash Think Tank Reviewed

Nelson Nash, Father of Infinite Banking, left quite a legacy.  One of the things that he poured his life into was teaching and training advisors to serve clients with excellence.  Every year, IBC practitioners, clients, or anyone searching for a deeper understanding of Infinite Banking gather at the Nelson Nash Think Tank. There, they share…

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