Dave Swanson

After nearly a decade in commercial insurance and investments Dave discovered the Infinite Banking Concept, which changed the entire trajectory of his career. As an Authorized Infinite Banking Practitioner, Dave has helped his clients use cash-value life insurance to take control of business cash flow, invest in private equity, purchase real estate, escrow taxes, finance major purchases, pay off high-interest debt, and much more–all while creating secure, tax-free retirement income and a generational legacy.

Infinite Banking is often misrepresented and made overcomplicated. At its core, it’s about the proper design and use of a time-tested tool. Dave is passionate about educating his clients to see how Infinite Banking serves as the foundation of all other financial strategies. Helping business owners understand the power of properly controlling and directing free cash flow is critical. The same applies equally for individual households. Reach out to Dave and explore how we can help your business or household preserve wealth and regain control of your finances.