~ WELCOME ~
WE ARE GLAD YOU ARE HERE!
WE ARE YOUR INFINITE BANKING COACH
Infinite Banking Concept is a process not a product. IBC allows you to:
- Build your financial wealth without risk
- Reduce the amount of interest you pay to others.
- Reduce the taxes you pay
- Access your money when you want it (not tied up like a 401K)
Does this sound good to you?
Schedule a time to meet with us and learn more!
CONNECT WITH US!
We want to help you plan and live a life free from money worries. There are many strategies that we can help you implement that will help you build your own banking system to meet your family’s financial needs. Most folks know next to nothing about the process of banking and its importance to their lives. Our goal is to change this – one client/family at a time.
Dividend Paying Whole Life
The policies we use
WORKING WITH US, YOU WILL LEARN:
- How to maintain liquidity, use and control of your money
- How to leverage opportunity and investment capability
- How one dollar can do many jobs
- How to use your life insurance while you are alive
- Why you should set up a family bank
Not your Typical Financial Planner
Tom Neeser
When I read Nelson Nash’s Book “Becoming Your Own Banker,” it forever changed my life. Studying Nelson’s book, I learned the truth about how money really works and the financing capabilities of dividend-paying whole life insurance. As an Authorized IBC Practitioner, my job is to teach as many people as possible how to harness the power of Infinite Banking and take control of the banking function in their lives.
I’m licensed in multiple states and work with individuals, couples, families, and business owners across the country. I am happy to talk with you regardless of where you live and where you are in your journey.
Whether you are:
- just starting your career and paying off student loan debt
- are a business owner looking to improve cash flow
- a parent and aren’t sure how you are going to fund your kid’s education
- an empty nester looking to build and protect your retirement income free from market risk
I am committed to working with you to customize a plan that fits your lifestyle, goals, and dreams. You don’t have to stop working with other advisors or start over from scratch. By laying a strong foundation, we can improve on what you are already doing.
People often worry that they don’t have enough money to start a plan or think they should pay off all of their debts first. Let me show you how a properly designed plan can help you get out of debt sooner than you thought possible, often without spending any additional money, while at the same time growing your wealth through Infinite Banking.
My mission is this:
- to keep it simple
- to educate and inspire you to take control of your finances
- to teach you how to recapture the interest you pay to others
- to enable you to grow your wealth without Wall Street risk
If you are ready to talk, please give me a call, and let’s start the conversation. There is no better time than now for you to begin creating your own banking system.
Tom can show you how the Infinite Banking Concept can benefit you and your family.
Click here to watch video
TAKE ADVANTAGE OF OUR FREE REVIEW SERVICE
We offer FREE reviews of products that you currently own but may have questions about. Many times clients no longer hear from their agents and don’t know if their old plan is still the best plan for them.
- Do you have an old 401k, or other retirement plan at a former employer that you haven’t looked at or made changes to in years?
- Are you 59 ½ or older, still working and concerned that your 401k is going to take a hit before you retire?
- Do you have money in a checking or savings account that’s not working hard enough for you?
- Do you have a life insurance policy that you don’t know if it still meets your needs?
- Do you have an annuity that you’re not sure how it works and what fees you’re paying?
We can help! Your current plan may be perfect for you, but it’s possible there is a better, more efficient, or less expensive option to consider.
Call us today at 574-234-1980 to schedule your free review.
Reach Us
224 West Colfax Avenue, Suite 200
South Bend, IN 46601
Phone: (574) 234-1980
Fax: (574) 314-3540
hello@neeserinsurance.com