Our Story
Many people around the country teach the INC Wealth Strategy which is sometimes referred to as Infinite Banking, Bank on
Yourself, Private Family Financing, The Circle of Wealth or a host of other names. Usually these methods
of introducing the concept are time consuming and can be confusing. In some cases you may be asked to sit
through a 10-hour seminar and read a book that can take 4 hours to read. After all this time and effort the
concept often has to be explained further.
Josh recognized that many people who could benefit from the concept were not wanting to invest so much time
and effort into something that may still be confusing and were missing out on the power of the INC Wealth
Strategy. So he devised a method of introducing the concept and wrote a book which is simple, clear and concise.
While Nelson Nash’s book, Becoming Your Own Banker: Unlocking the Infinite Banking Concept, is the foundation
of the concept and is highly recommended by INC Financial, the first thing you should do is sit down with
us for 30 minutes.