This video kicks off a live client coaching session. The speaker sets the tone, shares some uplifting personal stories, and introduces the core mindset behind Infinite Banking, reminding clients they’re on a long-term journey, not chasing short-term financial excitement.
To connect with other policy owners in a supportive learning environment
To be reminded of the purpose behind Infinite Banking
To shift focus away from financial “noise” and toward quiet, strategic growth
To access coaching session replays and client portal resources
( starts at 00:20)
Session begins with gratitude and a warm check-in.
Clients share what’s “powering them up” today; building community and energy.
(starts at 02:23 mins)
A reminder: You are becoming your own banker is a journey, not a destination.
Infinite Banking isn’t about chasing market trends, it’s about stability, control, and long-term strategy.
(starts at 02:58 mins)
Equitable Life Insurance Company of Canada is highlighted: stable, boring, reliable.
The system helps minimize reliance on banks and government.
Clients are encouraged to use the 24/7 client portal to revisit session content.