The Infinite Banking Concept (IBC aka privatized banking) is about saving your money in a smarter more tax efficient manner than using a traditional bank or credit union …
Cash value Life Insurance can be used as an asset in a diversified
investment strategy or as a hedge in an investment plan. It is a
flexible financial tool often misunderstood by the general public …
Thanks to the Pension Protection Act of 2006 (PPA) annuity -based
products funded with after-tax (non-qualified NQ) money
receive distinct tax advantages. Qualifying LTC expenses are distributed tax free …
Our mission is simple
Helping you protect yourself
and your loved ones
while building tax free wealth.
Four Secure Financial Strategies
Guarantees
Should work regardless of market conditions. Yearly growth. Never lose money.
Liquidity
Liquid cash. Easily accessible. Can be used for whatever you want.
Protection
Your money is private and protected from loss. Protected from creditors, lawsuits, bankruptcy.
Tax-Free
Tax-free use of money now and in retirement. No tax reporting. Reduce taxes while increasing spendable cash flow.
The Core Benefits Advantage
What sets our strategies apart are the guarantees they give you and the solid foundation of real results that you can see. Simple and safe are the best ways to describe our strategies. You’ll learn about time-tested financial principles, then get clear, exact steps to put those principles into action in your life today. Like a professional guide, we focus on the outcome you want. We help you take a direct look at your wealth and help you fully understand where you are today, where you want to go, and what it will take to get there.
Client Testimonials
“My family and I couldn’t be happier with your service, which is why I
often recommend your name to others. Based on the frequency my wife and
I have worked with you over these past few years, we think of you more
like family …”
Randy & Melissa M., New Mexico
“He is patient and understanding while explaining how to build capital
and become your own banker with the Infinite Banking vehicle, especially with those of us who do not possess an overabundance of financial savvy …”
Derek C., Altadena, CA
“Lawrence went above and beyond every step of the way! Not only is he a
phenomenal resource, but I’ve never felt that someone was so genuinely
invested in my success. …”
Melissa D., Los Angeles, CA
Are you ready to maximize your wealth potential?
Stop following the financial status quo. Change direction.
There’s a better way to save and invest your money.
Contact us
What sets our strategies apart are the guarantees they give you and the solid foundation of real results that you can see. Simple and safe are the best ways to describe our strategies. You’ll learn about time-tested financial principles, then get clear, exact steps to put those principles into action in your life today. Like a professional guide, we focus on the outcome you want. We help you take a direct look at your wealth and help you fully understand where you are today, where you want to go, and what it will take to get there.
Randy & Melissa M., New Mexico
“He is patient and understanding while explaining how to build capital
and become your own banker with the Infinite Banking vehicle, especially with those of us who do not possess an overabundance of financial savvy …”
Derek C., Altadena, CA
“Lawrence went above and beyond every step of the way! Not only is he a
phenomenal resource, but I’ve never felt that someone was so genuinely
invested in my success. …”
Melissa D., Los Angeles, CA
