This session sets the foundation for a client coaching call by outlining how participants will engage, learn, and extract value throughout the session. You will understand how these meetings are structured, how to actively participate, and what key topics will be covered to improve your use of Infinite Banking. By the end, you will know how to maximize these sessions and apply the tools and resources available to you.

Key Moments in This Session

Session setup and expectations: introduction to the coaching format, interactive structure, and how questions will be handled throughout the session. (00:00)
Positive power-up exercise: starting the session with gratitude and shared wins to create engagement and focus. (03:00)
Community reinforcement: recognizing all participants as active Infinite Banking practitioners and building shared identity. (06:30)
Session agenda overview: introduction to key topics including running expenses through policies, client portal navigation, adjusted cost basis, and term life integration. (09:00)

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