How to Become Your Own Banker

What if you could bypass banks, finance and credit card companies altogether and become your own source of financing?

It’s easier to do than you might think and hundreds of thousands of people are already doing it!

To show you how it works, we’ve highlighted the major benefits to this plan…

  • A way to make major purchases that beats financing, leasing or even paying cash for them!
  • How the Private Pension Plan lets you use your money to buy things… but still have it earning interest and dividends for you
  • Multiple ways this method beats using traditional financing
  • How famous people like Walt Disney and J.C. Penney used this method – when no banker would lend them a dime
  • How the average family can add $500,000 – or more – to the their lifetime wealth, simply by running their car and vacation purchases through a Be Your Own Banker Plan
  • The primary advantage of a Be Your Own Banker Permanent, Cash Value, Life Insurance is that it is designed to provide your family with the protection they need, for as long as you live. (As long as you properly fund the life insurance policy.)

    For example; a typical, a middle of the road, $250,000 permanent, cash value life insurance policy, purchased at age 25, and properly funded will cost you about $1,700 per year. (Assuming you are just in good health.) At age 65, that $250,000 policy will have a cash value of approximately $185,000, and you will have paid in only $68,000 during those 40 years. That’s an average annual return of 4.39% for the 40 years, and you’ve had $250,000 of life insurance protection for your family and spouse for the entire 40 years. Now, at age 65 you can stop paying the premiums, and you will have a minimum of $250,000 of life insurance protection for the rest of your life. Remember, the Be Your Own Banker Investment Grade  Life Insurance policy does not end at age 85, like term insurance does!


No two Be YOUR OWN BANKER plans are alike. Each is custom tailored to your unique situation, goals and dreams. To find out what your bottom-line, guaranteed numbers and results would be if you added THE BE YOUR OWN BANKER PLAN to your financial STRATEGY, request a free, no-obligation Analysis today, if you haven’t already done so.

If you’re wondering where you’ll find the money to fund your plan, keep in mind the Be Your Own Banker Wealth Strategist are masters at helping people restructure their finances to free up money to fund a plan. Here are the nine most common places they look. 

Here’s video you may be interested in…

Would you like to see a specific example showing how much predictable income you could have in retirement, using the Be Your Own Banker Wealth Strategist?

Click the play button in the video above to see a fascinating example:

Why request an Analysis? When you request a FREE Analysis by submitting the form to the left, you’ll learn:

  • The guaranteed minimum value of your plan on the day you plan to tap into it… and at every point along the way
  • How much income you can count on having during your retirement years
  • How much you could increase your lifetime wealth – just by using a Be Your Own Banker Wealth Strategist plan to pay for major purchases, rather than by financing, leasing or directly paying cash for them
  • How you can achieve your short-term and long-term financial goals in the shortest time possible
  • Answers to other questions you may have

No two plans are alike…

Your policy will be custom tailored to your unique situation, goals and dreams, and there is no set amount you need to put in to start a policy. As a general guideline, plans funded with a minimum of $250 a month grow more efficiently, and you can put in as much money as you wish. (The upper limit is determined by your income and assets).

Don’t rule yourself out…

Not sure you can set aside at least $250 a month to grow your wealth safely and predictably?

The Be Your Own Banker Wealth Strategist are masters at helping people restructure their finances to free up more seed money to fund a plan that can help you reach your goals and dreams – without the risk or volatility of traditional investments.

After you see your Solution…

You will know if the plan makes sense for you or not. If it does, the Strategist selected for you will help you implement the plan and provide ongoing guidance on using it to maximize your lifetime wealth and minimize your taxes.

The Be Your Own Banker Wealth Strategist will recommend the insurance company that has the best product for your situation, and it will be among the financially strongest life insurance groups in the country. The Be Your Own Banker Wealth Strategist will not charge you a fee for your Analysis – they receive a commission from the insurance company, which is typically 50-70% less than if your policy were designed the traditional way.

Get started today!

The fastest way to get your free Analysis and a referral to a Wealth Strategist is to fill out the form to the left and email it to me at