Infinite Wealth Strategist - Vortex Banking

Vortex Banking

Properly Leverage Your Time, Money & Assets

While Building a Tax-Free Financial Dynasty!

Learn More Now!

Discover The Secrets Behind The Vortex Banking Concept

LiveIWS introduces the vortex banking concept—the future of infinite banking. Picking up where Nash left off, Josh Nelson 2.0 not only exposes the corrupt system and how by using the "idea" of the Modified Endowment Contract (MEC =/ tax liability) the government has intentionally deterred Americans from fully utilizing or properly leveraging these wealth-building tools.

With the government overreach that is happening all around us, there has never been a time in history where families need asset protection, as well as a system to legally defer taxes and position their income to grow in a tax-free environment, more than they do now. The vortex banking concept does just that by leveraging two incredibly powerful wealth building tools under one giant cash-flowing Vortex Banking Strategy—IBC's younger, big brother.

These proven strategies are being used by business owners, investors, and average people all over the country, and they are spreading like wildfire due to the nature of the economic environment we live in today & the value proposition that these tools bring to the table. There’s never been a time in history where all people need financial education, the same education that was intentionally stripped from the educational system!

Click the button below to gain access to a FREE digital copy of the Intelligent Banker, where Truth Speaker ~ Josh Nelson walks you through a simple case study where he reveals just a glimpse of the real potential behind your standard run-of-the-mill whole life insurance policy when you bring your own tax shelter to the table.

Free Book

The Vortex Banking System: Your Path to Sovereignty

Right now, you’re likely stuck in personal or business ownership—taxed heavily and exposed to lawsuits, audits, and capital gains. The wealthiest families don’t own their assets; they control them through trusts. Nelson Rockefeller said, “Own nothing, control everything.” The Vortex Banking System combines three ancient tools in a modern, legally bulletproof way:

1. Non-Grantor Irrevocable Complex Discretionary Spendthrift Trust Trust Icon

Removes ownership from your name, protects assets from lawsuits, IRS audits, and creditors, and enables legal tax deferral—all created by our licensed law firm for privacy and compliance.

2. Whole Life Insurance Policy (MEC) Money Box Icon

A wealth storage vault owned by the trust, growing tax-deferred, allowing tax-free borrowing, and accessed in any market without capital gains—funded with trust-deferred income.

3. 508 C1A Faith-Based Private Foundation Church Icon

Builds a legacy structure for a cause greater than profit, maintaining full control without government interference as a Private Membership Association.

Why We’re Different: Our licensed law firm creates your trust, CPAs ensure compliance, insurance companies approve our MECs, and we offer onboarding, mentorship, and thousands of documented results for entrepreneurs, crypto investors, real estate pros, and more.

Who This Is For: Entrepreneurs, crypto traders, real estate investors, high-income earners, or anyone ready to lead in this age of awakening. If you’re tired of the slave system, this is your moment.

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Whole Life as a Banking Tool (Not Just a Death Benefit)

Guaranteed Growth

Contractual, predictable cash value growth year after year.

Tax-Deferred Accumulation

Cash value compounds without current taxation inside the policy.

Tax‑Free Liquidity

Access capital via policy loans without creating taxable events.

Private Capital Storage

Off-market, non-reportable cash values held by the carrier.

No Capital Gains Triggers

Borrow against growth instead of selling assets.

Why a MEC?

Designed to maximize usable capital
  • Front‑loads cash value for earlier access and stronger compounding.
  • Optimized for liquidity rather than maximum death benefit.
  • Built to align with tax rules while prioritizing capital efficiency.

Note: Policy design and suitability depend on goals and funding capacity.

Trust‑Owned Structure
  • The trust is owner and beneficiary for continuity and protection.
  • Funding and access decisions are executed by the trustee.

The Cycle of Money Inside the Vortex

1Income → Trust

Revenue enters the trust, not your personal name.

2Trust → Policy

The trust funds a properly engineered whole‑life policy.

3Compound

Cash value grows and compounds in a private, off‑market environment.

4Liquidity

Trustee accesses tax‑free policy loans for working capital.

5Deploy

Reinvest into real estate, business, or private deals on behalf of the trust.

6Legacy

Death benefit pays to the trust—bypassing probate and recycling into the estate.

Book a Private Vortex Session

Who This Is For (and Who It Isn’t)

Ideal Candidates

  • Entrepreneurs, investors, real‑estate operators, high earners.
  • Those seeking privacy, protection, and capital control.
  • Ready to fund policies meaningfully, not "$100/mo" hobby plans.

Not a Fit If

  • You want a cheap term policy focused only on death benefit.
  • You prefer passive, bank‑dependent strategies.
  • You’re unwilling to document and follow a capital plan.

"Success usually comes to those who are too busy to be looking for it."

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Build, Grow, Leverage & Protect

If you want to Build, Grow, Leverage and Protect your family’s legacy, then you need to learn more about why we are so excited to introduce how bringing your own tax shelter to the table allows skilled producers the opportunity to unlock the maximum potential behind the Banking Concept.

We have discovered the key that unlocks the real potential that can 100X the value proposition that these standard whole life policies bring to your estate.

Click on the link above and receive a free digital copy of The Intelligent Banker, where Josh takes one of his mentor Nelson Nash's concepts, and brings it up to date with our current economic environment—taking more than just IBC into consideration.

Free Book

Never in Bondage

Never again will you be in bondage to creditors & big banks!

Unlock Your True Potential!

Our Team

You will quickly discover that LiveIWS does not fall in the 'sales' category in the slightest. Though we have licensed insurance producers as part of our team, none of them view themselves as simply Insurance Agents. In fact, the only insurance line of business we discuss is exactly how and why we are using these financial instruments as the catalyst to a much larger strategy.

Our team prides itself as producers, educators, coaches & entrepreneurs all the same. Being entrepreneur-driven and cash-flow focused allows us a unique perspective when we take everything into consideration and engineer one of our Vortex Banking Legacies.

We are taking the same exact concepts that have allowed us to 100X our own business model over the last five years, lining up our own service providers and introducing them to you—as part of your team!

These are the same concepts that some of the wealthiest families in the country have been, and currently are using to acquire and hold onto massive amounts of wealth for the last 500 plus years. This may be the first time that you are hearing about it.

This is more than just the next 'hot' strategy in the financial space—this can also be the mindset shift that you have been looking for. An alternative path, other than what you may have been traditionally taught or led to believe. A solution that you will go on to interact with and derive value from for the remainder of your life and beyond, in the name of your estate.

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Problems With Traditional Banking & Retirement Plans

  • No Principal Protection
  • No Guaranteed Growth
  • No protection from Creditors
  • No Protection from the Courts
  • No Protection from the Bank itself
  • Tax Exposure & Consequences to Heirs
  • Demoralizing Credit Checks
  • Excessive Management Fees
  • Taxed Growth
  • & so many other hidden gems

Benefits of The Vortex Banking Strategy

  • 100% Principal Protection
  • Contractual - Guaranteed Tax-free Growth
  • Excellent Working Capital Facilitator
  • Maximum Ownership Control
  • Maximum Premium Contribution Flexibility
  • No Credit Checks to Borrow Money
  • No Management Fees
  • Protection from Creditors
  • Tax-free Access to leveraged Cash Values
  • The only Concept that allows pre-tax dollars to be used as premium
  • Access to a potential dividend that has historically paid out year-after-year for more than the last 100 years
  • AND SO MUCH MORE!!

© 2025 Infinite Wealth Strategist Tr.

Terms and Conditions | Privacy Disclaimer

Note: The Infinite Wealth Strategist system uses generally available whole life policies and riders. The information presented here is for educational purposes only and is not a solicitation for the purchase of any insurance or financial product. All guarantees are based on the claims-paying ability of the insurer. Excess policy loans can result in termination of a policy. A policy that lapses or is surrendered can potentially result in tax consequences. Your results will be different from those shown on this website, as each Infinite Wealth Strategist plan is custom tailored. Infinite Wealth Strategist and its affiliates, directors, officers and employees have no control over the recommendations that advisors make to their respective clients, and as a result, shall not be held liable for any damages claimed as a result of decisions made by advisors. By using this Website, you are fully accepting the terms, conditions and disclaimers contained here and in our Terms of Use notice.