Fast-Track Page

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 connect you & James.

Who is James Neathery?

James has 28+ years of experience in the financial services industry and has been practicing the Infinite Banking Concept for 15+ years.

Fill Out The Fast-Track Form

Let's get started!

Name *

First

Last

Birthday *//

Street Address: *

City: *

State: *

Zip Code: *

Phone *

Email: *

Are you married? *

Spouse's Name:

Spouse's Birthday//

Spouse's Phone:

Spouse's Email:

Do you have children? *

Children's ages:

Please choose from the drop-down menu how you heard about us. *

Financials

Primary Residence *

(Renters indicate monthly rent amount)

Balance Owed:

(Not applicable for renters)

Do you own investment properties? *

How many investment properties do you own?

Value of investment property

What is the balance for the investment property?

Enter all of your investment properties in this field

Include the value of each property and the balance.

Do you save 10% or more? *

Employer *

Occupation *

Annual Income *

2020's Income Estimated*

Annual Income 2019: *

2019's Income

Spouse's Employer

Spouse's Occupation

Spouse's Annual Income

2020's Income Estimated

Spouse's Annual Income 2019:

2019's Income

Assets (cash on hand) *

Select the assets you have (Select all that apply)

401k
IRA
403b
Annuity
Stocks
Bonds
TSP Plan
Pension Plan
Mutual Funds
Money Market Accounts
C.D.s
ROTH IRA
TSA Pension
Other Assets

(Fill in the amounts below)

401k:

401k

IRA:

IRA

403b:

403b

Annuity:

Annuity

Stocks:

Stocks

Bonds:

Bonds

TSP Plan:

TSP Plan

Pension Plan:

Pension Plan

Mutual Funds:

Mutual Funds

Money Market Accounts:

Money Market Accounts

C.D.s:

C.D.s

ROTH IRA:

ROTH IRA

TSA Pension:

TSA Pension

Other Assets:

(Please explain the asset)

Select the assets your spouse has (Select all that apply)

401k
IRA
403b
Annuity
Stocks
Bonds
TSP Plan
Pension Plan
Mutual Funds
Money Market Accounts
C.D.s
ROTH IRA
TSA Pension
Other Assets

(Fill in the amounts below)

401k (Spouse):

401k

IRA (Spouse):

IRA

403b (Spouse):

403b

Annuity (Spouse):

Annuity

Stocks (Spouse):

Stocks

Bonds (Spouse):

Bonds

TSP Plan (Spouse):

TSP Plan

Pension Plan (Spouse):

Pension Plan

Mutual Funds (Spouse):

Mutual Funds

Money Market Accounts (Spouse):

Money Market Accounts

C.D.s (Spouse):

C.D.s

ROTH IRA (Spouse):

ROTH IRA

TSA Pension (Spouse):

TSA Pension

Other Assets (Spouse):

(Please explain the asset)

Liabilities *

Student Loans
Credit Card Debt
Auto Loan Balance
Other
None

(Select all that apply)

Student Loans:

Student Loans

Credit Card Debt:

Credit Card Debt

Auto Loans:

Auto Loan Balance

Please describe your other liabilities

Other Liability 1 (please describe)

Other (please describe) 2:

Other Liability 2 (please describe)

Other (please describe) 3:

Other Liability 3 (please describe)

Spouse's Liabilities *

Student Loans
Credit Card Debt
Auto Loan Balance
Other
None

(Select all that apply)

Student Loans (Spouse):

Student Loans

Credit Card Debt (Spouse):

Credit Card Debt

Auto Loans (Spouse):

Auto Loan Balance

Please describe your spouse's other liabilities

Other Liability 1 (please describe)

Other Liability 2 (Spouse):

Other Liability 2 (please describe)

Other Liability 3 (please describe) (Spouse):

Other Liability 3 (please describe)

Have you ever filed bankruptcy? *

What chapter?

What is the discharge date?

Policy Information

Desired use for your new policy: *

Capital Accumulation
Retirement Income
Real Estate Investing
Debt Elimination
Legacy Building
Other

Goals: *

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

Timeline to start your policy? *

ASAP
1 Month
2 Months
3 Months(+)

How much premium would you like to pay monthly? *

New Policy Beneficiary Information: *

Timeline to start spouse's policy?

ASAP
1 Month
TBD

How much premium would your spouse like to pay monthly?

Spouse's New Policy Beneficiary Information:

Do you have life insurance? *

Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
None of the above

(Fill in the amounts below)

Term Life Insurance:

Term Life Insurance

Whole Life Insurance:

Whole Life Insurance

Universal Life Insurance:

Universal Life Insurance

Variable Life Insurance:

Variable Life Insurance

Does your spouse have life insurance?

Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
None of the above

(Fill in the amounts below)

Term Life Insurance (Spouse):

Term Life Insurance

Whole Life Insurance (Spouse):

Whole Life Insurance

Universal Life Insurance (Spouse):

Universal Life Insurance

Variable Life Insurance (Spouse):

Variable Life Insurance

Medical Information

Primary Physician: *

Primary Physician Address: *

Phone: *

Spouse's Primary Physician:

Spouse's Primary Physician Address:

Spouse'sPhone:

Please have the following information ready for your application appointment: Past 5 years of doctors appointments and check-ups, past 10 years of significant medical diagnoses, problems, treatments or surgeries, etc. with dates and all attending physicians' information. If there are any major surgeries, complications, or unfulfilled doctor referrals, your medical records may be required later.

Have you ever used nicotine? *

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.)

When was the last time you used nicotine and in what form?

Has spouse ever used nicotine?

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.)

When was the last time spouse used nicotine and in what form?

Do you have travel outside of the U.S. or Canada scheduled in the next two years? *

If yes, all locations and dates required.

Does spouse have travel outside of the U.S. or Canada scheduled in the next two years?

If yes, all locations and dates required.

File Uploads (Uploading these items will expedite the process)

Please upload your Driver's License or State ID here. - THIS IS OPTIONAL

Click or drag a file to this area to upload.

If you would like us to review any illustrations and/or have medical documentation, please upload it here. - THIS IS OPTIONAL

Click or drag files to this area to upload. You can upload up to 15 files.

As stated earlier, medical records could reduce underwriting time by as much as 30 days.

Message

* Required

Success Stories:

 4.7/5

When you Fast-Track:

Within 48 business day hours you will receive a call from one of our awesome team members to assist you.

Receive expedited service:

When you fill out the Fast-Track form you will have access to client only content:

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

Important Note:

Our schedule is full of people just like you, becoming their own banker… So fill out the Fast-Track form below ASAP to get started.

Our Commitment:

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

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 connect you & James.

Who is James Neathery?

Fill Out The Fast-Track Form

Let's get started!

Financials

Policy Information

Medical Information

File Uploads (Uploading these items will expedite the process)

Success Stories:

When you Fast-Track:

Receive expedited service:

Important Note:

Our Commitment:

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