28202 Cabot Road, Suite 300
Laguna Niguel, California 92677
We recently created The Ultimate Guide to IBC. A must read before you get the IBC process started! Request your copy today. Or go to bankingtruths.com/bryan30 to book your exploratory call.
In June 2007, I began my journey in the financial services industry, and what a time it was to get started! With today’s uncertainty, the way we look at our savings and finances has been forever altered.
Protecting your money from risk, while maintaining liquidity is of the utmost importance. Whole life insurance is an excellent way, if not the best to do so and should be the cornerstone of your financial strategy. As a former 5th grade teacher with a Master’s Degree in Education, I know the value of comprehensive knowledge, and I enjoy utilizing my teaching skills to help people thoroughly understand their IBC options. Using Zoom allows me to work with clients all across the country
I consistently monitor the top whole life companies in order to recommend the best policies to my clients. Our banking calculator shows clients how the infinite banking concept works using actual policy data.
The stone that the builder rejected has become the chief cornerstone. Psalm 118:22
Located in: California
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