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Tax-Free Retirement - Powerful Strategy of Infinite Banking

4.4 (134)

Barry Brooksby

Focus Wealth Group

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC

Published: June, 2021

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Aug 04, 2021 | 02:00 PM EDT Register
Aug 12, 2021 | 01:00 PM EDT Register
Aug 18, 2021 | 02:00 PM EDT Register
Aug 26, 2021 | 01:00 PM EDT Register
Sep 03, 2021 | 02:00 PM EDT Register


  • Housekeeping
    2 mins
  • To help you protect your clients against future Uncertainty.
    10 mins
  • Premiums Paid using Non-Guaranteed Elements Dividends are Purchasing Paid up addition
    31 mins
  • Supplemental Illustration - Not Valid Without Accompanying Basic Policy Illustration
    37 mins
  • More Uncertainty for your clients to consider
    47 mins

Course Description

This webinar is for Accountants, CPAs, Tax Attorneys and Tax Professionals who are looking to help or advise their client in reducing their future tax liabilities through better retirement and financial planning.

Infinite Banking is a powerful investment technique that yields positive results through every stock market crash, real estate bubble, and recession known throughout history. And the best part is, this financial asset can be integrated with nearly every business imaginable. Infinite banking is a powerful investment technique in which an individual becomes his or her own banker by means of a Whole Life Insurance Policy. Under this setup, you would theoretically never borrow money from a bank again. This free CPE Webinar will help you use this powerful tax-free strategy to enhance your client's Retirement Planning without market risk and also make it tax-free. With the uncertainty of future tax rates, the tax-free Infinite Banking strategy will help you and your clients avoid future pitfalls. Understand secure financial strategy on 4 pillars :

  • Guaranteed returns & growth YOY, irrespective of market conditions.
  • Liquidity of cash.
  • Protection from market losses or protection from third party claims, creditors, lawsuits, and even bankruptcy (in most states)
  • Tax-Free now and retirement, increase your cash flow.

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Learning Objectives

  • To recognize what Infinite Banking is and how to use it.
  • To identify various powerful strategies for tax-free planning (Infinite Banking)
  • To identify strategies of coordinating Infinite Banking with current business and real estate assets to make them more valuable.
  • To identify 4 pillar strategy of retirement planning.
  • To recall how to make your money work for you & to discover how to make your assets more valuable and avoid lost opportunity cost, by becoming your own bank

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA





This presentation was extremely engaging.


Very good strategies that the instructor shared.