Mark DiMaria

After serving my clients/friends to the best of my ability within the traditional financial services industry for over two decades, it wasn’t until the pause caused by COVID that I really looked back over my clients’ successes. Many could be highlighted. To be honest, though…most gains, it seemed, were really a function of good timing. Little was from smart asset allocation or even product selection, etc. Back in 2008, I recalled being given a black book with a combination on it. I shared it with half a dozen existing clients and a few thought it was the thing to do. So…we did it. I proceeded for another 12 years as a financial advisor. Those few specially designed, dividend-paying whole life insurance plans from a mutual company have become the standout of my career. The process by which those types of plans are utilized is what I will focus my time on going forward for the next two decades. As I continue to expand my understanding of both Austrian Economics and the Infinite Banking Concept, it has become clear that I can no longer be a registered securities representative, and have since given up my Series 6, 63, 7, and 65 licenses. I find myself smiling more as I help my clients understand the certainty they can have as they take over the banking function in their lives. I hope to earn the trust of new clients as I share my story and the guarantees of the Infinite Banking Concept for generations of users.