Wellington Capital Reserve – Helping You Become Your Own Banker

Using a high-value whole life insurance policy as a financing tool, you can create your own bank by using high dividend paying life insurance for your loan and cash flow needs. Become Your Own Banker.

Learn As you Grow

Our goal is to make your future more successful.
Learn how to make your money work for you.

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OUR COMMITMENT

WE ARE COMMITTED TO HELPING YOU REACH YOUR FINANCIAL GOALS.

Our team of expert financial advisors has decades of experience guiding clients toward financial freedom. Let us walk you through the privatized banking process to show you how you can take control of your money and grow wealth on your own terms.

PRIVATIZED BANKING BENEFITS

LEARN THE BENEFITS, BECOME YOUR OWN BANKER.

The Infinite Banking Concept ®(IBC) uses a banking whole life insurance policy as a financing tool. Instead of turning to banks for loans, you an create your own bank by using specially designed, dividend-paying, permanent life insurance for your loan and cash flow needs.

TAX- DEFERRED GROWTH

IRS code 7702 allows for tax-favored treatment for cash value that grows inside a life insurance policy. You are not taxed as it grows each year and you are not taxed when you borrow against it, even if you borrow more than you paid in (as long as the policy remains in force).

HIGH CONTRIBUTION LIMITS

Unlike qualified retirement plans, properly structured IBC plans have high contribution limits, giving you more control over how much you want to save and use.

NON DEPLETING CAPITAL

IBC accounts are always making money on your total amount accrued. Even when you use your money, your account is not depleted, but continues to accrue interest on the total. Funds are borrowed AGAINST the account rather than FROM it, meaning your balance does not decrease, even when a loan occurs.

WINNING THE FINANCIAL GAME OF

LIFE.

ABOUT WELLINGTON

MEET OUR TEAM

Reaching financial independence is simple. It's part of why we believe in teaching and sharing the knowledge we've gained with our clients. Empowering people to take control of their finances is our life's work, and we're proud to share these life-changing strategies with our clients.

BOOK A FREE CONFIDENTIAL CONSULTATION TODAY!

TAKE CONTROL OF YOUR FINANCIAL FUTURE.

Free yourself from taxes and avoid the finance trap that is robbing you of the success you deserve. With our proven system, our clients can increase their cash flow, get the best interest rates, and learn to creatively think and act in order to reach their financial goals.