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Opening

What This Covers

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.

Why Clients Use It

  • 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

Key Insights by Timestamp

( 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.

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