First Name *

Last Name *

Email *

Phone *

Date of birth *

Postal code *

Level of understanding about Infinite Banking Policies?

I've just been recently introduced

I've researched it a bit

I've diligently researched and need someone I trust to build the policy

Do you have any idea how much surplus income you would like to sweep into a policy on an annual basis?

I plan to use my own bank/policy for:

Personal savings and retirement

To set up my children for financial success

Investing in my own businesses

Real estate investing

Is there anything in specific you would like me to know about you, your goals, or what you would like to cover during the meeting?