Introduction & Agenda
What This Covers
Introduction of a session focused on helping parents introduce their children to the Infinite Banking Concept using whole life insurance strategies. It also outlines the full agenda for the workshop-style session.
Why Clients Use It
Offers a family-centered approach to Infinite Banking
Prepares parents to teach financial independence early
Provides hands-on tools and examples for engaging children
Shares wisdom from Nelson Nash, the originator of the concept
Includes interactive group exercises for deeper learning
Key Insights by Timestamp
(00:00) – Session Overview
Goal: Teach parents how to introduce their kids to the Infinite Banking Concept.
Starts with a quick update on Equitable Life of Canada’s dividend scale.
Moves into real-life examples of engaging kids with their policies.
(00:39) – Interactive Segment Preview
Attendees will participate in breakout groups to answer six reflection questions.
The questions are designed to provoke thought and clarify how to involve children in policy-related conversations.
(01:11) – Nelson Nash Teaching Clips
Session includes four audio/video clips of Nelson Nash.
Key topic: “When should I pay back my policy loans?”
Each clip is used to reinforce timeless principles in Nelson’s own words.
(01:30) – Q&A and Wrap-Up
Session will end with a live Q&A, giving attendees a chance to dive deeper into specifics.