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Welcome & Session Overview

What the Session Covers – Listed Summary

  • Kicked off the session with greetings and a warm welcome to both returning and new attendees.

  • Reviewed the session agenda, which includes:

    • Pre-order announcements for two new books.
    • A breakdown of the Premium Deposit Fund (PDF).
    • Tips for running family banking meetings.
    • A live Q&A session to close the day.

Your Book Launch Announcements (starts at 1:40 mins)

  • Growing Your Own Capital: A farm-life inspired IBC story from Dan Allen, rooted in Nelson Nash’s teachings. (starts at 1:44 min).
  • Diapers to Dollars: Written by teens Jackson and Evan, offering a youth-driven explanation of Infinite Banking principles. (starts at 2.58 mins).

Introduction to the Premium Deposit Fund (Start at 4:59 min)

Set up to provide clarity on the tool and how clients can use it.

Navigating the Client Portal (start at 6:43 mins):

  • Overview of where to find member content.
  • Acknowledgement that the abundance of resources can feel overwhelming — this session aims to help locate and use them.