This video is a guided tour of your private client portal. A “home base” for learning Infinite Banking, tracking your policy activity, and becoming a more independent banker.

What you’ll see inside:

Where to find the Getting Started section with videos on taking ownership as a client, “rethinking your thinking,” working with Equitable / Canada Life, and understanding policy loans. (start at 01:45)
Practical tools and trackers you can download, including amortization charts and spreadsheets to track policy loans, PUA/EDO contributions, and repayment plans so you can follow Nelson’s rule #3 (“don’t steal the peas”). (start at 03:37)
The Deeper Dive & FAQ area with short lessons on topics like using RRSPs to fund policies, what EDO is, how policy loans work, taxation of loans, plus access to past client coaching session replays. (start at 06:20 )
The Tax Knowledge Base, led by CPA Henry Wong, covers corporate policies, RRSPs, CPP, personal tax strategies, and how to keep more of your wealth working inside your system. (start at 10:39)
Where to register for future client coaching sessions and how to use the portal content (like “Becoming Your Own Banker” resources) to help family and friends understand what you’re doing. (start at 12:13 )

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