Client Portal Resources: Manage Loans, Policies & More
What We Covered in This Session
- Using the Client Portal (starts at 00:00 mins)
How to log in, search for resources like “policy loans,” and register for coaching. - Learning from Past Videos (starts at 01:06 mins)
Watch examples of how others structure repayments, including a 22-min video on the Premium Deposit Fund. - Loan Tools & Templates (starts at 03:52 mins)
Use amortization templates and the Loan Repayment Commitment Form to create your own plan. - Understanding Loans Differently (starts at 05:34 mins)
Based on Nelson Nash’s book — loan “interest” isn’t lost, it’s part of your banking system. - Making Provisions to Repay (starts at 10:05 mins)
Always plan repayment before taking a loan. Signing the commitment form builds discipline. - Real-Life Lessons from the Coach (starts at 13:31 mins)
How he struggled early on, then repaid over $467K — mostly within 2 years — using structured plans. - Family Banking System in Action (starts at 18:38 mins)
Example: 13 policies across family and business, using a “Profit First” system for repayments.
Why This Is Important
- Helps clients fully use the portal as an educational tool
- Reinforces the mindset of ownership and responsibility
- Shows that loans aren’t losses — they’re part of your system’s growth
Psychological Insight
- Loans aren’t bad if you own the system — they become tools, not debts
- Provision-making is self-discipline in action
- Struggles are normal — the real win is staying committed to your structure
What You Can Do Now
- Rewatch key portal videos (Loan Deductibility, Premium Deposit Fund, Loan Repayment Tools)
- Use the Loan Repayment Commitment Form
- Talk to your coach if you need to adjust or create a repayment plan
- Log into the portal and start exploring with intent
Final Thought
“If you own the bank, loans become the tool that makes your wealth flow.”