Bank On Yourself® is a financial management strategy that uses unique and flexible channels that are safe and reliable.  These channels can help an individual accomplish various financial goals throughout their lifetime.

The Bank on Yourself® strategy can be leveraged to finance large purchases, like a home, as well as create financial freedom that funds vacations, pays off debt, and even build businesses – the choice is yours. This strategy truly is one of the best methods for building retirement income that will last for the rest of your life. 

How Does It Work?

Bank on Yourself is a method of financial development that allows people a way to bypass the volatility of the stock market to grow wealth in a safe and predictable way. It is a process of using whole life insurance as a means to finance your goals and purchases.  From homes to cars, to college, to retirement, this strategy can help you leverage methods of investing employed by some of the savviest investors.

“Bank On Yourself uses a little-known super-charged version of an asset that has increased in value during every single market crash and in every period of economic boom and bust for more than 160 years – dividend-paying whole life insurance.” – excerpt from

The Bank on Yourself® system leverages the benefits of whole life insurance by utilizing the fact that whole life cash value continues to grow, earning interest and dividends even if you take a loan out against it.

If you desire to learn more about Banking on Yourself, contact us to request a free copy of The Bank on Yourself book.

Why Bank On Yourself®

Financial stability is built throughout your lifetime. By banking on yourself, you can use your finances to invest in yourself and your future, creating stability much faster and more efficiently than many traditional investment methods.

The concept of “Becoming Your Own Banker” is to recapture the interest/monies that you are paying to banks and finance companies for the major items that we need during a lifetime, such as automobiles, major appliances, education, housing, investment opportunities, and business equipment, and retirement.

Did you know…

  • Even healthy couples over the age of 65 incur an average of $500,000 in medical bills not covered by Medicare.
  • The World Economic Forum conducted a study, before the coronavirus pandemic that only made matters worse, finding that the average 65 year old will outlive their retirement savings by nearly a decade.
  • According to an analysis of the Federal Reserve Survey of Consumer Finances, most American households nearing retirement have, on average, only $135,000 set back in their retirement accounts, which will provide $600/mo at most. That’s simply not enough
  • Many younger people think it is too early for them to plan their retirement. It is never too early to plan your retirement because you never know when you will decide to retire and in what state your finances will be in the future.

These concerns can be laid to rest and you can live with greater peace of mind by taking control of your finances and legacy starting today.  

Getting Started

We have completed specialized training through Bank On Yourself® ensuring we are able to properly structure a policy designed to maximize the power of the Bank On Yourself concept and help you reach your unique financial goals. We’ve taken this training and are helping our clients achieve their financial goals every single day.

Bank On Yourself® is a strategy that’s being used by hundreds of thousands of people across the country to take control of their financial health, guarantee their retirement, and provide the needed cash for college expenses, business expansions.

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