ABOUT US

The Legacy Project is designed to educate, mentor and empower individuals and families to take back control of their banking practices and secure their financial future. Our team of experts provides educational resources and free one-on-one consulting to help you understand the principles and benefits of the Infinite Banking Concept and how you can use this process to eliminate debt, build wealth, and create a lasting Legacy.

 

The key to this process is leveraging a specially designed Whole Life Insurance Policy that gives you to access to optimize your cash value for investments or expenses, all without interrupting the compounding interest inside the policy - growing your money in two places at once! Our team of licensed agents specifically design policies for clients that meet their needs. There is no such thing as one-size-fits-all! Talking with the correct licensed Life Insurance Agent who knows the correct way to structure the policy can be the difference between a 12% access to your money or a 90+% access to your money...in the first year! 

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Our Agents' wealth of experience will also guide you through how to use this new tool. Topics like setting up a trust, developing a promissory note, debt elimination models, real estate investing, and generational wealth building strategies are all in our wheelhouse. Most people want to do these things, but they don't know how. Let us help you! 

 

Whether you're just starting out on your financial journey or looking to take your wealth to the next level, The Legacy Project is here to help.