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.