Infinite Banking for Business Owners

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A shared problem of persistent loss of wealth

Business Owners are plagued by three major wealth transfers: interest paid on debt, investment losses, and taxes. These wealth transfers by themselves are bad enough, but compounded by the opportunity cost (money that could have been earned on the money had it not been transferred to someone else), a business owner’s loss may be in the hundreds of thousands of dollars.

Combatative options to this loss of wealth

A business owner has options. They can use traditional financing from banks and other third party lenders while depositing their capital in banks, investment accounts and retirement plans. Or better yet, they can start a banking system that will recapture the profit the business owner would have given to third party lenders. This can be done while still earning a competitive return, without market risk, changing cash flow, and without the worry of higher taxes that most retirement plan participants face.


Questions to ask yourself

  • Does your business use a line of credit with a lending institution?
  • Does your business require a significant or on-going investment in vehicles, production tools, or computers?
  • Would your company benefit from financing your customers’ purchases, thereby allowing them to buy now without the hassle of going to third party lenders?
  • Would you like to make the profit that is currently made by third party lenders on your installment loans, operating or financing leases?


Learn how by following the Infinite Banking Concept.


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"This presentation is based on the book, Becoming Your Own Banker - The Infinite Banking Concept by R. Nelson Nash. This concept utilizes certain whole life insurance products. The UNIFI Companies (Ameritas Life Insurance Corp., Acacia Life Insurance Company and The Union Central Life Insurance Company) are not affiliated with the author and do not endorse the concept."

"The UNIFI Companies, its agents, and representatives are not authorized to give legal or tax advice. Before determining whether the Infinite Banking Concept is appropriate for you, please consult with your own Attorney or CPA. We also recommend that you read the book and share it with your advisor prior to making any decisions involving the Infinite Banking Concept."