Unlock Financial Freedom

With The Infinite Banking System

Maximize Your Wealth and Control Your Financial Future Through Infinite Banking Concepts.

The 3 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.

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

I wanted to say thank you for what you did for my parents. Before I heard about you I had been turned down quite a few times when I applied for a loan. There house is worth over a million dollars, but they didn’t have the income. My dad is 87 and my mom is 84 and bedridden. We were about to sell the house. With your hard work we didn’t have to. We now have an income that is paying the bills. I don’t know how I can thank you enough. 

– Steve Forson

Client Testimonial

Finally, I have a valued and trusted professional to help guide my clients in the evaluation and selection of life insurance and its unique role as a vehicle to preserve wealth from the dual predations of litigation and taxation….

– Richard Epley PHD

Client Testimonial

On June 19, 2017, I opened my Bank before going on a vacation. On August 25, 2017, Hurricane Harvey devastated the Houston Texas area. I was among those who lost everything. I called Mr. Campbell and told him that I was going to need a loan. I got my loan within two days. I was able to get a car and rent an apartment. I did not have to go through any credit check or co-sign. Two weeks after Harvey, because of my own Banking system, I was back on my feet. I am very sure that had I not opened my Banking system I would still be waiting on some type of help.

– Pedro Vera

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. 

Our Blog

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If your assumptions about mortgages turned out to be false, when would you prefer to find out? It's probable that you'll spend more money on your place of residence than anything else in your lifetime. As a result, the potential for unknowingly and unnecessarily...

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Why I’m the Top Choice for My Clients

Why I’m the Top Choice for My Clients

If you've ever worked with a financial advisor before, you may have noticed that the focus of the conversation was often on how much money you have, where it's invested, and how they can find better products to earn a higher rate of return. However, this singular...

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Creating a Model for Your Personal Finances

Creating a Model for Your Personal Finances

For a lot of individuals, the phrase "401k" is equivalent to retirement planning and may even be the only form of preparation they have done. These plans are frequently offered by employers as part of a benefits package and if you have one, the majority of your...

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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.