Dave Swanson

In 2016, I worked in financial services and was frustrated with the one-size-fits-all approach I’d been trained to offer, built around qualified retirement plans. That year, a friend told me about the Infinite Banking Concept. I spent the next year learning it and trying to poke holes in it. I couldn’t find any. I set up my first policy in 2017, then dropped everything to become an Authorized Practitioner.

Since then, I’ve used my own policies to finance a startup investment, home improvements, real estate and other major purchases, and to escrow my taxes.

I work with individuals, families, entrepreneurs and business owners who value their independence. They’ve built savings by spending less than they earn, they ask hard questions, and they want control of their financial future, for themselves and the generations after them.

Before anything is put in place, we do the work: learning IBC the way Nelson Nash taught it, with no shortcuts, and looking at your full financial picture so your policy fits what you need. Once it’s in place, I’m still here for annual reviews, for questions along the way, and for help deciding when to put your policy to work.

A policy isn’t the end of our work together. It’s the beginning.