Infinite Banking for Medical Professionals

Medical Professionals/ Dentist

Keeping Financial Control

As a dentist or physician you have spent lots of time & money learning your trade which will serve you well. However if you want to maximize your investment you must spend more time & money which unfortunately leaves no time to manage your finances. This can lead to large wealth transfers (money leaving your pocket) such as: interest paid to others, investment losses, and taxes. These common problems affect you as a business owner and family too. Our job is to partner with you and help you avoid these wealth transfers using the Infinite Banking System and recapture this money so you can put this money back in your pocket.

How our experience can help your practice

We have over 30 years combined of experience in the financial and accounting fields. We offer a wide range of financial, accounting, and practice management strategies including the Infinite Banking Concept, individually tailored to meet your needs. Our mission is to create a cohesive working alliance with our clients that helps them make informed decisions personally & professionally, so that they can spend more time doing what they love.


Questions to ask yourself

  • Does your practice require a significant or on-going investment in computers, dental/medical or other laboratory equipment?
  • Does your practice have a line of credit or installment loan with a lending institution?
  • Will you be in a higher tax bracket when you retire than you are today?
  • Have you lost money in your investment portfolio?


If you answered yes to any of these find out how we and the Infinite Banking Concept can help you.  

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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."