We're on a mission to help families build generational wealth through the power of infinite banking.
WealthInsights was born from a simple frustration: there was no good way to track and manage a family banking system. Spreadsheets were clunky, paper records got lost, and explaining the Infinite Banking Concept to family members was challenging.
We built WealthInsights to be the tool we wished existed—a comprehensive platform that makes implementing and managing the Infinite Banking Concept simple, visual, and collaborative.
Today, WealthInsights helps families and financial advisors across the country track policies, manage family loans, and visualize their path to financial independence.
We believe in the power of families working together to build lasting wealth across generations.
We're committed to helping people understand and implement sound financial principles.
Your financial data is precious. We protect it with the highest security standards.
The Infinite Banking Concept (IBC), pioneered by R. Nelson Nash, is a strategy that uses dividend-paying whole life insurance as a personal banking system. Instead of relying on traditional banks for loans, families can borrow against their policy's cash value and pay themselves back—keeping the interest within the family.
Key principles include:
WealthInsights provides the tools to implement and track this powerful wealth-building strategy.
Join families building generational wealth with WealthInsights.