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 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!

Name (as it appears on your license): *

First

Last

Do you go by another name? *

Phone: *

Email: *

Birthday: *//

Are you a U.S. citizen? *

Address: *

City: *

State: *

Zip Code: *

Do you have children? *

Basic Financial Questions

Are you employed or retired? *

Employed
Retired
Other

Gross Annual Income: *

2022's Income Estimated*

Annual Income 2021: *

2021's Income

Do you have other income sources? *

Do you save 10% or more? *

Assets

Primary Residence Value: *

(Renters indicate monthly rent amount)

Balance Owed:* *

Do you own investment property? *

Have you ever filed bankruptcy? *

Policy Information

If you selected multiple which desired use is your main priority?

Share with us a little bit more about what you would like to accomplish with your policy. *

Goals: *

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

How much premium would you like to pay? *

Would you like to pay monthly or annually? *

Monthly
Annually
TBD

Who is the beneficiary?

Do you have life insurance? *

(Fill in the amounts below)

Additional Information

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.)

Do you have primary physician? *

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

If yes, all locations and dates required.

File Uploads

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

If you would like us to review any illustrations, please upload it here.

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

Please upload your Driver's License or State ID here and any medical documentation.

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!

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

Have you read R. Nelson Nash's "Becoming Your Own Banker?" *

Yes
In the process
No

Have you watched our "Becoming Your Own Banker Book Review?" *

Do you own one or more IBC® policies? *

Last question! Are you a licensed Life Insurance Agent or Advisor? *

Today's Date *//

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.

Comment

“*” 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.

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?

Let's get started!

Basic Financial Questions

Assets

Residential Property

Commercial

Policy Information

Additional Information

File Uploads

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

Just a few more things!

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.

Success Stories:

When you Fast-Track:

Receive expedited service:

Our Commitment:

Trusted by:

Title

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?

Let's get started!

Basic Financial Questions

Assets

Residential Property

Commercial

Policy Information

Additional Information

File Uploads

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

Just a few more things!

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.***

Success Stories:

When you Fast-Track:

Receive expedited service:

Our Commitment:

Trusted by:

Title

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