Teaching Parents & Entrepreneurs Infinite Banking Concepts to Help them Master Money

If what you thought to be true about Money turned out Not to be True… When would you want to find out?
If we can show You a way to recapture 6-7 figures you’re giving away Unknowingly & Unnecessarily without changing your current budget… is that something worth exploring? 

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The Three Types of Money

Accumulated Money: Money your saving for retirement and future use. Examples are money your putting to the side for a real estate investment, your 401k, your IRA or your home equity.

Lifestyle Money: Money your using on a daily basis for food, gas and entertainment.

Transferred Money: Money your giving to the government and financial institutions like the bank. Example are taxes, credit card interest, home mortgage and car payments.

Watch the Circle of Wealth video to learn more about the 3 types of money.

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We make it easier for you to grow your money without guessing & worrying. Many families in the United States today face these common issues listed below. If that is you… by following our how to be your own bank education course and using the right kind of high cash value life insurance, you can get rid of many of these problems.

Financial Stress: The constant worry about bills, debt, and meeting daily expenses can lead to high levels of stress and anxiety within the family.
Limited Savings: Without a plan for financial freedom, families often struggle to save for emergencies, retirement, or future goals, leaving them vulnerable to unexpected financial crises.
Debt Burden: Families may find themselves trapped in a cycle of debt, including credit card debt, loans, or mortgages, making it difficult to achieve financial freedom.
Lack of Investment and Wealth Building: Without the means to invest or build wealth, families miss out on opportunities for long-term financial growth and stability.
Inadequate Education and Opportunities: Financial freedom often requires financial literacy and access to opportunities for higher education and career advancement. Families without these resources may find it difficult to break free from financial constraints.
Limited Choices: Financial constraints can limit a family’s choices and options in various aspects of life, from housing and education to leisure activities and travel.
Health and Well-being Impact: Financial stress can take a toll on physical and mental health, leading to issues like depression, anxiety, and even physical health problems due to the inability to afford healthcare.

Strained Relationships: Financial difficulties can strain relationships within the family, leading to conflicts and arguments over money matters.
Inability to Provide for Children’s Future: Families may struggle to provide their children with the best education and opportunities for a bright future, impacting their children’s prospects.
Lack of Retirement Planning: Without financial freedom, families may not have the means to plan for a secure and comfortable retirement, leading to uncertainty in later years

Client Testimonial

Life Insurance

Imagine a life insurance policy giving you full control of your assets. Many of us go “the easy way” by investing in traditional policies we see others doing, but here at Up Planning Edge, know a better way to invest in life insurance.

Real Estate

We hear people say everyday “I should’ve invested in real estate a long time ago.” Why? Because they see so many others benefitting from this kind of investment, and the outcomes are always extraordinarily convenient. Those are many ways it benefits you, but most importantly… it brings you freedom and control.


Many of us are investing in a retirement plan, without really even knowing what we’re doing. We give into what our employer offers, or choose a plan that we see others doing. What if there was a better way that truly set you up for success? Not only for your time of retirement, but for any time you need it?

Learn the Most Powerful Way to Grow Your Money, so You can Invest in Real Estate and other Assets Quickly. 

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Building Wealth Outside Wall Street.

This 150 year old strategy has been implemented by the Rothschilds,  Rockefellers, JC Penny, and Walt Disney, but most average individuals and families have never heard of it.