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Infinite Banking – How to Be the Banker

“Banker” is a label we use to illustrate a person or entity that has capital in their ownership and control, earning income and interest, that they can use via leverage or access for emergencies or opportunities.

Money in your control is money that can work for you and increase your wealth because the ones with the control are the ones who profit.

Many of the status quo financial strategies will have you putting a significant portion of your capital into the control of financial institutions, Wall Street, and the government.

I help my clients take a position of being the banker, so they can have more money in their control, working for them, providing the framework upon which they can build wealth.

In this video, I share with you how to think through a financial strategy of using low-risk, fixed income, alternative assets to produce cash flow income with more guarantees and certainty that puts you in control.

The 3 primary financial “jobs” my clients want their money to do are:

  1. A place to store cash
  2. Producing cash flow
  3. Gaining growth

Using myself as an example, I work through a scenario of using specially-designed whole life insurance, as a place to store cash, to invest in bridge loans for cash flow.  This allows me to have my capital in my control, liquid and available to be used so that I can find ways to get my money earning income for me.

I’m working to design a cash flow banking system according to the Infinite Banking Concept that allows me to:

  • Save where I have safety, liquidity, and growth
  • Improve access to capital
  • Boost my returns
  • Earn consistent uninterrupted compound growth
  • Reduce risk
  • AND be able to access my money through leverage to take advantage of opportunities, get my money doing more than one job, and earning a rate of return in more than one place at the same time.

The work I do helps people discover what money is flowing out of their control and strategize ways for more money to flow into their control.  This puts you in a position of guarantees and safety, where you control capital, profit, and increase cash flow.


Without Giving up Quick Access to Cash. Find out how in this free 20-minute guide!

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Rachel empowers her clients to maximize and control their money so that they can accomplish their dreams and live out their highest purpose. She believes that if you understand the short and long-term impacts of the financial choices you make, you’re better suited to make choices that put you in control of your resources. She helps you discover money flowing out of your control, strategize ways to have more money flowing into your control so that the end result is that you have more money to retain and utilize during your lifetime, and more to pass on to future generations.


Without Giving up Access to Cash