Build Wealth, Create Control, and Fund Your Future — All With One Powerful Strategy.
Master the Infinite Banking Strategy & Transform the Way You Build Wealth
Control your liquidity & cash flow
Build wealth tax efficiently
Fund opportunities without interrupting compound interest
Get started taking back control of your money!
Master the Infinite Banking Strategy & Transform the Way You Build Wealth
Control your liquidity & cash flow
Build wealth tax efficiently
Fund opportunities without interrupting compound interest
Say goodbye to stressful border crossings and missed connections; our service guarantees a smooth ride every time.
Tired of group tours and crowded buses? Our private services let you explore at your own pace, stress-free.
Get started taking back control of your money!
Does this sound Like
yOUR CURRENT MONEY SYSTEM?
The Agony of Waiting
Missed meetings. Lost time. Frustrated customers. When your ride is late (or doesn’t show), everyone loses.
Surprise Charges &
Hidden Fees
Unexpected costs hurt your budget — and your trust.
No-Shows When You
Need Them Most
High-demand hours or last-minute changes shouldn’t mean you’re stranded. But for most, that’s the reality.
The Agony of Waiting
Restrictions. Regulations. Forms. Approvals. Banks, IRA's & 401k's create untimely hurdles to access your own cash when you need it most. IBC policies give you quick & easy access to your cash at any time, no questions asked.
Opportunity Cost
When you take funds from a typical account to go into an investment, you no longer earn interest within that account, creating opportunity cost. IBC policies give you the ability to say "yes, and", not "either or" by continuing to earn interest even when you've loaned the funds out into another deal.
Assets Exposed & Vulnerable
Lawsuits & creditors threaten your lifetime of hard work and wealth building efforts. Traditional accounts can be seized at any time. IBC policies are your personal "vault" where your assets become protected & shielded from both creditors and predators.
The IBC Mini Course is a
shortcut for you!
BEFORE taking the IBC Mini Course
Losing Depreciation Benefits
Restricted Access to Your Money
No Control
Taxable Interest Earnings
No Asset Protection
Restricted Investment Options
Losing Interest with Liquidity Sitting in a Bank Account
AFTER taking the IBC Mini Course
100% Depreciation Benefits
Access Your Cash Anytime
Control Your Payment Schedule
Guaranteed, Tax Free Growth
Asset Protection
Tax Free Generational Wealth
Earn Interest on Your Cash, While Continuing to Invest in Anything you want
What IBC Can Do For You!
Our clients across the country are transforming how they grow, access, and control money — and you can too!
Financial Control & Flexibility
Take back full command of your money
Access capital on your terms — no bank approvals, credit checks, or funding delays.
Recycle the same dollars repeatedly for investments, business growth, or big purchases.
Create your own source of financing and stop relying on traditional lenders.
Tax-Advantaged Compounding Growth
Watch your wealth grow continuously & tax efficiently
Watch your money grow uninterrupted — even while you borrow against it.
Enjoy tax-deferred growth and potential tax-free access to cash value.
Build wealth without the volatility and risks of Wall Street markets.
Liquidity, Leverage & Legacy
Keep your money protected, ready, and working for generations
Use policy loans to fund real estate deals, business opportunities, or debt payoffs.
Keep your capital protected and liquid — ready for any opportunity or emergency.
Build generational wealth with a permanent, tax free death benefit, asset protection and long-term legacy planning.
The 4 Pillars of Infinite Banking
I. Lower Taxes
Our strategies focus on true tax efficiencies, not deferrals that "kick the can" and set you up for a massive tax bill later. By incorporating the Infinite Banking Concept (IBC) with your other assets, you can tax advantage of maximum tax benefits and create a tax free generational wealth!
II. Increased Control
With IBC policies, you are the bank so you make the rules! When properly designed, you can choose your own funding amount that is comfortable for you while having flexibility in how much you contribute each year. You can also choose to make your policy bigger in the future as your business and cash flow grow!
III. Lower Risk
As an entrepreneur, you're faced with multiple wealth eroding factors that threaten everything you've built. We all know, it doesn't matter how much money you make. What matters is how much money you keep. In addition to stock market crashes, your IBC policy can protect you, your family and your wealth from a variety of threats such as "creditors & predators". These policies can provide one more firewall of security alongside your LLC's, Trusts & other entities.
IV. Increased Leverage
Isn't this our favorite word as business owners & investors? When used appropriately, leverage is powerful tool to amplify your growth. Infinite Banking policies allow you to continue building and growing your empire, while earning guaranteed interest on your cash, AND having access to those funds all along the way. Most importantly, even when you borrow against your policy's cash value to invest elsewhere, you continue to earn compounded interest simultaneously. IBC can help enhance your returns and build your portfolio!
On-Time Every Time
We don’t just promise punctuality — we deliver it.
Our drivers use real-time GPS tracking and advanced route planning to ensure you arrive on time, every time, without the stress of delays or no-shows..
Transparent Pricing
Say goodbye to confusing fare breakdowns. With us, you get clear, upfront pricing — no surge fees, no surprise add-ons, and absolutely no last-minute charges. Just honest rates that respect your budget.
Easy to Scale With You
Whether you need one-time airport transfers or daily corporate logistics for your entire team, our flexible plans and dedicated support make it easy to grow with us — without switching platforms or providers.
Customer-First Philosophy
Every ride is designed around you. From our easy booking system to our responsive support team, we obsess over every detail to make sure your journey is smooth, comfortable, and hassle-free
Trusted in the Industry
We’re not just another ride service.
With hundreds of 5-star reviews and long-term business clients, we’ve built a reputation for excellence, reliability, and unmatched customer care in transportation.
The 4 Pillars of Infinite Banking
I. Lower Taxes
Our strategies focus on true tax efficiencies, not deferrals that "kick the can" and set you up for a massive tax bill later. By incorporating the Infinite Banking Concept (IBC) with your other assets, you can tax advantage of maximum tax benefits and create a tax free generational wealth!
II. Increased Control
With IBC policies, you are the bank so you make the rules! When properly designed, you can choose your own funding amount that is comfortable for you while having flexibility in how much you contribute each year. You can also choose to make your policy bigger in the future as your business and cash flow grow!
III. Lower Risk
As an entrepreneur, you're faced with multiple wealth eroding factors that threaten everything you've built. We all know, it doesn't matter how much money you make. What matters is how much money you keep. In addition to stock market crashes, your IBC policy can protect you, your family and your wealth from a variety of threats such as "creditors & predators". These policies can provide one more firewall of security alongside your LLC's, Trusts & other entities.
IV. Increased Leverage
Isn't this our favorite word as business owners & investors? When used appropriately, leverage is powerful tool to amplify your growth. Infinite Banking policies allow you to continue building and growing your empire, while earning guaranteed interest on your cash, AND having access to those funds all along the way. Most importantly, even when you borrow against your policy's cash value to invest elsewhere, you continue to earn compounded interest simultaneously. IBC can help enhance your returns and build your portfolio!
The "Go To" for IBC in the Industry
We’re not just another insurance broker. We're IBC specialists.
Infinity Investment Strategies is the go-to authority for Infinite Banking education and implementation in the real estate and business owner space. We work with clients across the country — from small business owners to large-scale investors — helping them build wealth, create liquidity, and fund opportunities using IBC strategies. Our team is deeply embedded in the industry, speaking at conferences, masterminds, and investment events nationwide to educate and empower entrepreneurs on how to take back control of their money and put it to work more efficiently.
The "Go To" for IBC
in the Industry
We’re not just another insurance broker. We're IBC specialists.
Infinity Investment Strategies is the go-to authority for Infinite Banking education and implementation in the real estate and business owner space. We work with clients across the country — from small business owners to large-scale investors — helping them build wealth, create liquidity, and fund opportunities using IBC strategies. Our team is deeply embedded in the industry, speaking at conferences, masterminds, and investment events nationwide to educate and empower entrepreneurs on how to take back control of their money and put it to work more efficiently.
Benefits of Taking the IBC Mini Course
"Erica’s style of communication and her presentation made this topic (finances/investment/insurance) much more palatable for me when compared to my previous experience. I loved the visuals and graphs and the pdf downloads so that I can go back and re-visit topics deeper."
Cindy L. - Travel Coordinator
HERE’S WHAT YOU’ll GET
Step-by-Step video lessons with visuals & details on the IBC strategy
Tactical examples of using IBC in your business or real estate
Printable worksheets with tools and action step guides
Next Steps- Strategy Call with our team on how IBC can work for YOU!
We're proud to be Authorized Infinite Banking Practitioners
This license is a distinction held by professionals who are formally trained and mentored by the Nelson Nash Institute, the organization founded by the creator of the Infinite Banking Concept. This means our team has completed extensive education, adheres to the highest ethical standards, and is equipped to design strategies that align with the original principles of IBC. Our clients trust us because we don’t just talk about Infinite Banking — we live and implement it every day, building custom solutions for business owners and real estate investors nationwide. When you work with us, you’re partnering with a team that understands how to apply this powerful strategy to real-world investing, entrepreneurship, and wealth-building. Visit www.InfiniteBanking.org for more details.
What our clients say about us
Discover the experiences of our satisfied clients! At Infinity Investment Strategies, we're dedicated to providing the best education and service for implementing the Infinite Banking Concept.
Great experience, I funded my account and had great coaching from David and Erica through the whole process. I was able to fund my cash value life insurance policy, and then immediately take a loan to purchase a vehicle and pay all of that interest back to my policy instead of to a bank. I have read about the concept for years, but was always a little confused. Connecting with David and Erica at the Best Ever Real Estate conference in salt lake is what got me over the hump in terms of understanding the concept and implementing it into my portfolio. Have since sent over one referral who has also had a great initial experience.
Clint H.
Business Owner
Erica and David gave a presentation about Whole Life Insurance at a networking event in DFW. Their presentation articulated the brilliance of infinite banking in a manner I had never heard before. As a real estate developer, owner, investor, and manager, they have helped me grow my personal wealth, the generational wealth for my family, and have exponentially helped me expand my businesses.
Working with brokers like Erica and David is an uncommon joy and thrill in modern business partnerships. Their energy, passion, and wisdom elevates their brokerage to being the top choice for these types of investments and policies.
If you are aspiring to become financially free, if you need guidance with policies, if you are new to the infinite banking concept, or even if you are experienced with this wise investment strategy, Infinity Investment Strategies is the right place for you to grow everything you need for yourself, your business, your family, and your generational legacy.
Nathan B.
Real Estate Developer
I love working with Erica and David. They have opened my mind to infinite banking. They are a wealth of knowledge on this complex topic, yet managed to explain it in a way I could understand what a powerful tool in wealth building it is. They were very kind and patient with me. Always responsive and available to answer my many questions. They took me through the entire process and I felt very supported. They are very friendly and it was a treat to meet them in-person at conferences. They formed a dynamic duo, full of knowledge and are a pleasure to work with. I highly recommend them!
Celine L.
Real Estate Investor
I spent months reading up various sources on infinite banking, and I had so many questions specific to my situation, which were very patiently answered by Erica and David. They had a wealth of knowledge on the topic, and went through different scenarios with me to help me understand and decide the best policy for my needs.
They are also incredibly responsive; They reply to emails very quickly, and action items on my policy are usually handled the next day, and they continue to provide support their clients' through the different channels (email, zoom meetings, etc). I could not be happier working with Erica and David, and I highly recommend their services!
Royston L.
Real Estate Investor (Passive)
I spent a few years learning about the infinite banking concept and talked to several pros in the space. I met very few who were experienced at actually implementing it by investing in real estate. I also learned along the way how some salesmen were taking advantage of the fact that it's a complicated subject to try to sell me something that wasn't in my best interest (maybe theirs). Erica and David at Infinity Investment Strategies were different. They are not insurance salesmen selling you an infinite banking policy - they are real estate investors who use infinite banking themselves, and they happen to broker policies for others. They were very patient with me in helping to educate me further and find the absolute best policy for what my needs were. They also recognize that education is ongoing. They don't just sell you a train without the tracks... they stay with you after they have already provided their service to answer questions and guide you along the way. They have my highest recommendation. Talk to others in the space. Ask how many real estate deals they have closed using infinite banking. Ask them how long they have been doing it for. Ask them if stuffing as much cash as possible into a policy up front is better for you or for them. Ask what kind of guidance/ regular meetings they provide after you open a policy. Then talk to David and Erica. You'll notice the difference immediately.
Julio G.
Veteran, Real Estate Investor
This team knows their stuff! From the beginning, I knew I'd be treated with dignity and respect even though I lacked previous investment experience. They've worked with me to increase my financial literacy, opened many new opportunities, and advised on the best strategies to build and retain wealth for my needs. I can't say enough about how critical finding a partner like these folks has been to relieving the anxiety and confusion around investing.
Bryant G.
Real Estate Investor (Passive)
David and Erica are such an awesome team! They have an excellent, streamlined process in place to provide you with education and advice about your personal financial situation. You can tell they are only satisfied if they have set you up with the right tools to take control of your investments. Would give 6 stars if I could!
Mike H.
Business Owner
David and Erica are some of the best Infinite Banking coaches in the nation. This not only comes from a deep understanding of how Infinite Banking works, but also the things they learned don’t work advising wealth for over 25 years. It’s hard to find better coaching and a better team!
Tanner O.
Insurance Broker
Erica at Infinity Investments does a great job explaining how Infinite Banking works and creating a custom strategy for each client's specific situation and goals. If you've ever wanted to be your own banker, give Erica a call!
John T.
Comm. Real Estate Agent
What our clients say about us
Discover the experiences of our satisfied clients! At Infinity Investment Strategies, we're dedicated to providing the best education and service for implementing the Infinite Banking Concept.
Great experience, I funded my account and had great coaching from David and Erica through the whole process. I was able to fund my cash value life insurance policy, and then immediately take a loan to purchase a vehicle and pay all of that interest back to my policy instead of to a bank. I have read about the concept for years, but was always a little confused. Connecting with David and Erica at the Best Ever Real Estate conference in salt lake is what got me over the hump in terms of understanding the concept and implementing it into my portfolio. Have since sent over one referral who has also had a great initial experience.
Clint H.
Business Owner
Erica and David gave a presentation about Whole Life Insurance at a networking event in DFW. Their presentation articulated the brilliance of infinite banking in a manner I had never heard before. As a real estate developer, owner, investor, and manager, they have helped me grow my personal wealth, the generational wealth for my family, and have exponentially helped me expand my businesses.
Working with brokers like Erica and David is an uncommon joy and thrill in modern business partnerships. Their energy, passion, and wisdom elevates their brokerage to being the top choice for these types of investments and policies.
If you are aspiring to become financially free, if you need guidance with policies, if you are new to the infinite banking concept, or even if you are experienced with this wise investment strategy, Infinity Investment Strategies is the right place for you to grow everything you need for yourself, your business, your family, and your generational legacy.
Nathan B.
Real Estate Developer
I love working with Erica and David. They have opened my mind to infinite banking. They are a wealth of knowledge on this complex topic, yet managed to explain it in a way I could understand what a powerful tool in wealth building it is. They were very kind and patient with me. Always responsive and available to answer my many questions. They took me through the entire process and I felt very supported. They are very friendly and it was a treat to meet them in-person at conferences. They formed a dynamic duo, full of knowledge and are a pleasure to work with. I highly recommend them!
Celine L.
Real Estate Investor
I spent months reading up various sources on infinite banking, and I had so many questions specific to my situation, which were very patiently answered by Erica and David. They had a wealth of knowledge on the topic, and went through different scenarios with me to help me understand and decide the best policy for my needs.
They are also incredibly responsive; They reply to emails very quickly, and action items on my policy are usually handled the next day, and they continue to provide support their clients' through the different channels (email, zoom meetings, etc). I could not be happier working with Erica and David, and I highly recommend their services!
Royston L.
Real Estate Investor (Passive)
I spent a few years learning about the infinite banking concept and talked to several pros in the space. I met very few who were experienced at actually implementing it by investing in real estate. I also learned along the way how some salesmen were taking advantage of the fact that it's a complicated subject to try to sell me something that wasn't in my best interest (maybe theirs). Erica and David at Infinity Investment Strategies were different. They are not insurance salesmen selling you an infinite banking policy - they are real estate investors who use infinite banking themselves, and they happen to broker policies for others. They were very patient with me in helping to educate me further and find the absolute best policy for what my needs were. They also recognize that education is ongoing. They don't just sell you a train without the tracks... they stay with you after they have already provided their service to answer questions and guide you along the way. They have my highest recommendation. Talk to others in the space. Ask how many real estate deals they have closed using infinite banking. Ask them how long they have been doing it for. Ask them if stuffing as much cash as possible into a policy up front is better for you or for them. Ask what kind of guidance/ regular meetings they provide after you open a policy. Then talk to David and Erica. You'll notice the difference immediately.
Julio G.
Veteran, Real Estate Investor
This team knows their stuff! From the beginning, I knew I'd be treated with dignity and respect even though I lacked previous investment experience. They've worked with me to increase my financial literacy, opened many new opportunities, and advised on the best strategies to build and retain wealth for my needs. I can't say enough about how critical finding a partner like these folks has been to relieving the anxiety and confusion around investing.
Bryant G.
Real Estate Investor (Passive)
David and Erica are such an awesome team! They have an excellent, streamlined process in place to provide you with education and advice about your personal financial situation. You can tell they are only satisfied if they have set you up with the right tools to take control of your investments. Would give 6 stars if I could!
Mike H.
Business Owner
David and Erica are some of the best Infinite Banking coaches in the nation. This not only comes from a deep understanding of how Infinite Banking works, but also the things they learned don’t work advising wealth for over 25 years. It’s hard to find better coaching and a better team!
Tanner O.
Insurance Broker
Erica at Infinity Investments does a great job explaining how Infinite Banking works and creating a custom strategy for each client's specific situation and goals. If you've ever wanted to be your own banker, give Erica a call!
John T.
Comm. Real Estate Agent
MONEY-BACK GUARANTEE
100% Satisfaction Guarantee
We’re confident in the effectiveness of our IBC mini course and committed to helping you achieve real results. That’s why we offer a 30-day Satisfaction Guarantee. If you’re not completely satisfied with the information you receive by the end of 30 days, simply let us know, and we’ll work with you to make it right — or provide a full refund.
Frequently Asked Questions
What is The Infinite Banking Concept?
The Infinite Banking Concept (IBC) is a wealth-building strategy that allows you to become your own source of financing by using a specially designed, dividend-paying whole life insurance policy. We design policies to be focused on the cash value, not the death benefit. By taking full advantage of the IRS tax code, these policies create multiple layers of tax benefits, while also providing additional asset protection, leverage and control over your money. Instead of relying on traditional banks or lenders, you build cash value inside the policy — a safe, liquid, and tax-advantaged asset that you can borrow against to fund investments, business expenses, real estate deals, or personal opportunities. You become the bank with IBC, allowing you to make the rules and set the terms of your policy design and usage.
While your money is being used elsewhere, it continues compounding and growing inside the policy, creating uninterrupted growth and long-term wealth. The result is more financial control, better cash flow, and the ability to make your money work in multiple places at once — just like the wealthy and institutions have been doing for decades.
Who is this IBC Mini Course for?
This course is designed specifically for business owners, real estate investors, and entrepreneurs who want more control over their money and a smarter way to grow wealth. Whether you’re just starting to learn about Infinite Banking or you’re looking to deepen your understanding before setting up a policy, this course will give you a clear, actionable foundation.
Do I need to know anything about life insurance before taking this course?
Not at all. This course is beginner-friendly and designed to break down complex financial concepts into plain English. We’ll walk you through everything step-by-step — from how policies work to how they’re structured — so you feel confident applying what you learn.
Is this a sales pitch for life insurance?
No. This course is 100% educational. Our goal is to help you understand how the Infinite Banking Concept works, why it’s so powerful, and how it can integrate into your real estate or business strategy. If, after the course, you’re interested in implementing a strategy, we offer a complimentary 1:1 consultation — but there’s no obligation. We do promote discovering how IBC can fit specifically into your life with an Authorized Infinite Banking Practitioner, but how you do so is up to you!
How long will this course take?
The entire mini course is made up of three concise modules that can be completed in about 60 minutes each. It’s designed to give you the key information you need — without the fluff — so you can start applying the concepts quickly. The modules can be repeated on an as needed basis to review or revisit topics for further clarification.
Will I be able to start my own IBC policy after completing this course?
This course will give you the knowledge, clarity, and confidence you need to understand how IBC works and how it can benefit you. While it won’t set up a policy for you directly, you’ll finish the course fully prepared to design a personalized strategy with our team or discuss options with a licensed professional.
How is this different from what other financial advisors teach?
Most traditional advisors focus on accumulation and rate of return — saving and investing money in accounts you can’t touch until retirement. We focus on control, liquidity, and cash flow now. Though accumulation and rate of return are important factors in any portfolio, relying on those alone can result in lower cash flow and utilization of your money. By incorporating asset protection, tax efficiency and diversification against market crashes, we ensure our clients maximize their cash flow and build long term wealth. Our strategies are built around how money actually works for business owners and investors, helping you build wealth without giving up access to your capital.
Ready to Become Your Own Bank?
Get Your IBC Mini Course Started Today!