Powerful Features for Family Banking

Everything you need to implement and manage the Infinite Banking Concept for your family or clients.

Policy Management

Track Every Policy Detail

Comprehensive tracking for whole life, term, and universal life policies. Never lose track of important details again.

  • Cash value and death benefit tracking
  • Premium payment history
  • Dividend tracking and projections
  • Beneficiary management
  • PDF illustration ingestion

Policy Overview

Active
Cash Value $127,450
Death Benefit $500,000
Annual Premium $12,000

65% funded to target cash value

Loan Amortization

Payment Principal Interest Balance
1 $387 $83 $19,613
2 $389 $81 $19,224
3 $391 $79 $18,833
Loan Management

Be Your Own Banker

Create and manage family loans with automated amortization schedules. Track every payment and keep everyone accountable.

  • Loan request and approval workflow
  • Automated amortization schedules
  • Promissory note generation
  • Payment tracking and reminders
Analysis Tools

Visualize Your Financial Future

Powerful calculators and visualizations to understand and demonstrate the power of infinite banking.

Compound Calculator

Model investment growth with different rates and contribution schedules.

Capital Strategy

Compare premium payment vs loan payoff strategies over time.

Loan Investment

Model returns from policy loans used for various investments.

Deployment Analyzer

Track loan ROI by purpose: debt arbitrage, investments, real estate.

Term vs Whole Life

Side-by-side comparison of BTID vs whole life strategies.

IBC Calculator

Interactive Infinite Banking Concept demonstration tool.

And Much More

Document Vault

Secure storage for all your important documents.

Budget Tools

Track income, expenses, and financial goals.

Multi-User Access

Role-based access for family members and advisors.

Report Generation

Generate reports and summaries on demand.

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