13 Steps to Success! 

Knowing what to expect from Liveiws.com

As soon as you Request your Free No-Obligation Strategy Session with one of our Authorized Wealth Strategist, we will arrange a date and time to discuss how the Infinite Banking Concept can impact your life directly.  

If you start today, you could begin to take back control of your financial future within the next 60 days. 

Having the Right Team Makes
the Biggest Difference

 

Step 1. Your Authorized Wealth Strategist will answer all your

questions and help you identify short and long term financial

goals. 

Step 2. Your Authorized Wealth Strategist will create a personalized

solution that will show you how the infinite banking concept will 

help you achieve your primary goals. Keep in mind that each policy is

tailored to your individual needs and circumstances. There is no

one size fits all type of strategy.

Step 3.Your Wealth Strategist will help you determine how much you’ll fund your policy with and where you’ll find the funds to do it. Our Wealth Strategist are masters at helping you restructure your finances to free up additional seed money to fund your plan.  

Step 4. Identify who should be the owner of the policy and who should be the insured. Note: As long as you are the owner of the policy, you control the policy and the money in the policy. (For that reason, neither health nor age is necessarily a barrier.) Many couples start two policies at the same time, one for each of them, and some also start policies for each of their children. 

Step 5: Complete the insurance company’s application. (Your Wealth Strategist will recommend the best company for your situation.) The first premium is typically included with your application. 

Everyone talks about compound interest
but the REAL WEALTH BUILDING SECRET is
uninterrupted compound interest & that's
exactly what the World's Elite Class have
been keeping to themselves!

Step 6: Your application goes to the insurance company’s underwriting department, which will, in most cases, require the proposed insured take a medical exam. The exam is often done in the privacy and convenience of the insured’s home or office.

Policy approval takes an average of 30 days, however, in some cases, it can take up to 60 days.  

Step 7: When the policy is issued, your Wealth Strategist will review it with you and you’ll have a “free look” period (which varies by state) to accept or reject the policy. 

Step 8: Premium payments begin on the schedule you’ve chosen (monthly, quarterly, semi-annual or annually). 

Schedule your Strategy Session to learn exactly what it's like to join the winning TEAM!