Freedom Audit

Our 21 point action plan to gain control

from the financial institutions

Infinite banking empowers individuals to become their own bankers, unlocking financial freedom and control by leveraging whole life insurance to create a private, self-sustaining banking system.

The Freedom Audit

This detailed 21-point action plan is designed to empower individuals to regain control over their finances from traditional financial institutions. It offers actionable insights to help you take charge of your wealth, ensuring greater financial independence and security.

Our Audit covers 4 different areas of financial freedom

Freedom Foundation

We will go over details of your current financial plan and debt and how it affects your life and income. This information will be the foundation of your future financial plans.

  • Current debts

  • Financial goals for the future

  • Financial strategies

We will also discuss your financial goals and how we can help you achieve those goals so you can achieve financial freedom.

Maximize Liberty

These questions aim to evaluate the accessibility and resilience of your financial resources.

  • Net worth accessibility

  • Death coverage

  • Wealth for future generations

We will analyze whether your savings would sustain you in case of a disability, if your family could maintain their lifestyle in your absence, and if your financial legacy is designed to ensure long-term wealth for future generations.

Asset Control

These questions will assess much control you have over your current assets.

  • Ease of access to assets

  • Accessibility for spouse/beneficiary

  • Ease of asset management for your spouse/beneficiary

We will evaluate how quickly you can gather your financial details, how easily your spouse or beneficiary can locate this information, and how effectively they can manage your assets according to your wishes.

Wealth Independence

These questions evaluate your financial preparedness for retirement.

  • Income security

  • How to create income

  • Passive income

We will assess your income security in the event of a major market loss, your understanding of converting your savings into income, and your interest in generating mostly passive income.

To get started on your Freedom Audit, schedule a clarity call below!

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