Welcome Note & Agenda
What This Covers
An opening session laying out the learning objectives, speaker agenda, and a tribute to Nelson Nash — the founder of the Infinite Banking Concept.
Includes:
Full session agenda overview
Acknowledgment of Nelson Nash’s legacy
Core principles of the Family Banking system
Group prayer and intention setting
Why Clients Use It
To understand what topics will be covered in the session
To reconnect with Infinite Banking’s foundational mindset
To recognize Nelson Nash’s influence and principles
To prepare mentally and spiritually for deeper learning
Key Insights by Timestamp
(starts at 00:00 mins) – Session opens with greetings and agenda overview
Topics include: estate planning tools, 12 steps after becoming a client, loans, passive income, and system expansion
(starts at 01:08 mins) – Introduction to video clips from Mary Jo Ehrman and David Stearns, plus a focus on redirecting existing spending through your system
(starts at 02:09 mins) – Group prayer led by Vern to set intention for the session
(starts at 02:35 mins) – Tribute to Nelson Nash and his passion for teaching—even one person
(starts at 03:06 mins) – Recap of Nelson’s 5 family banking rules:
Think long range
Don’t be afraid to capitalize
Don’t steal the peas
Don’t do business with banks
Rethink your thinking