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Read "Becoming Your Own Banker" by Nelson Nash (buy here​)
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Fill out our contact form
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Conduct 30 min Discovery Call
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Choose your path: Foundations or Fastrack
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Fill out our client intake form and conduct LEAP model review
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Design Phase ---> Review Phase ---> Policy Fund Phase
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Make a Verbal Commitment to Honor Nelson Nash' 5 Principles:
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"Think Long-Range" - the ability to fund non-MEC policies as long as possible
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"Don’t Be Afraid to Capitalize" - max out PUAs, increased income or windfalls start new policies, etc
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"Don’t Steal the Peas" - pay back policy loans as quickly as possible to re-capitalize and save on interest
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"Don’t Do Business with Banks" - this is a long term goal but in the short term you will benefit more by "being the bank" than using one whenever possible
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"Re-Think Your Thinking" - continuously re-evaluate your understanding, knowledge, and process for practicing the Infinite Banking Concept
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The Lifetime Economic Acceleration Program (LEAP) is a revolutionary financial strategy designed to help individuals maximize wealth efficiency by integrating protection, savings, and growth into a cohesive plan.
Developed by Bob Castiglione, a former MLB baseball player and visionary in financial planning, LEAP challenges conventional wisdom by focusing on optimizing financial resources rather than merely accumulating assets.
With decades of experience, Castiglione pioneered this model to ensure that every dollar works harder, providing long-term security and financial independence. Through strategic asset positioning, LEAP helps clients build a sustainable financial future while minimizing unnecessary risks and inefficiencies.
