Info for Financial Professionals & Life Insurance Agents
We are familiar with the Infinite Banking Concept, IBC, Becoming Your Own Banker, MoneyTrax, Bank on Yourself, Create Tail Wind, The Money Multiplier and the many other names by which this method of using Dividend-Paying Mutual Whole Life Insurance goes by.
In order to utilize these systems in the most effective manner—if you are planning on getting a mortgage or you already have one—it is important to configure the mortgage in such a way as to support these wealth building systems.
One of the most powerful ways to do that is by using an interest-only mortgage. These types of mortgages often come and go depending on the economic climate of the moment. We have partnered with reliable lenders who continue to offer-interest only mortgages in advantageous terms regardless of the ups and downs in the economy.
In this manner we are a powerful resource to your practice by providing the mortgage component and structuring it in a way that supports the Infinite Banking Concept.
“As a graduate of the Infinite Banking Concept (IBC) Practitioner's Program, delivered by the Nelson Nash Institute, since I discovered the concept of :Be Your Own Banker” or “Bank on Yourself,” I have been passionate about telling others about this self-empowering system of financial and cash flow management.
“My mission as a Mortgage Broker is to support you, the financial professional, in delivering the IBC system to your clients by providing the Interest-Only piece that allows your clients to fund more effectively their Participating (Mutual) Whole Life Insurance Policy in a manner that is sustainable and economical for the client.
“Interest-only mortgages come and go and have different flavors, some of these are not suitable for the IBC concept.
“Let's partner up in order to deliver maximum value and sustainability to your clients.”
— Alejandro Szita, Mortgage Broker
Let’s Meet!
We would love to meet you over the phone, by Zoom or in person to answer any questions you may have about a specific loan scenario, or just for you to get to know us in general so you can determine if we would be a good fit for your clients’ needs.
Call us at 310-294-9417 and speak to Alejandro.