Become our client! Complete the form at the bottom of this video. Once the form is completed, one of our awesome team members will reach out to you.

Who is James Neathery?

James has 30+ years of experience in the financial services industry and has been practicing the Infinite Banking Concept® for 17+ years.

Let's get started!

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Basic Financial Questions

2021's Income Estimated*
2020's Income

Assets

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(Renters indicate monthly rent amount)
(Select all that apply)

Policy Information

(What are you trying to achieve by using the Infinite Banking Concept®?)
(Fill in the amounts below)

Additional Information

This includes ANY nicotine product. (Cigarettes, Snus, Dip/Snuff, Cigars, Pipe Tobacco, Cigarillos, Inhalers, Patches, Gum, Lozenges, E-Cigarettes/Vapes of all types, Hookah, etc.)
If yes, all locations and dates required.

File Uploads

(Skip this part if you are using a phone.)

Click or drag files to this area to upload. You can upload up to 15 files.
Click or drag a file to this area to upload.
We only need the front of the license/ID. Medical records could reduce underwriting time by as much as 30 days. Call a team member for details at (817) 790-0405

Just a few more things!

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This is not an application. However, this information will help us build the best solution for you and your family.

***Please do not make any changes to current policies or accounts prior to chatting with one of our team members.***

“*” Means Required

Success Stories:

4.7/5

When you Fast-Track:

You will receive a call from one of our awesome team members to assist you.

Receive expedited service:

Becoming a client will give you access to client only content:

  • Client Only Live-streamed Q&As with James
  • Multiple In-depth Infinite Banking Modules
  • Private Infinite Banking Seminar Recordings

Our Commitment:

Is to provide the best service possible and the best financial solutions for our clients while keeping your information strictly confidential.

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