Books
Recommended reading
- Becoming Your Own BankerR. Nelson Nash
- Building Your Warehouse of WealthR. Nelson Nash
Resources
Learn the banking concept
The Infinite Banking Concept isn’t complicated — but it does require a shift in how you think about money. These resources will help you understand the system.
What’s here
Four ways to learn
Short explainers, a guided course, the Nelson Nash Institute’s articles, and the books behind them.
Free · no signup
IBC Topics Library
40 bite-sized explainers on Infinite Banking — from the banking equation to policy design, legacy planning, and more.
Browse the libraryFree with signup
The BYOB Companion Course
A guided companion to Nelson Nash’s Becoming Your Own Banker — 12 modules with quizzes to deepen your understanding.
Register freeFree with signup
BankNotes Articles
Articles from the Nelson Nash Institute’s monthly newsletter.
Sign up to readStart here
Good first reads
Four topics from the library to begin with.
The Banking Function
Why controlling where your money flows matters more than chasing rate of return.
You Finance Everything You Buy
There's no such thing as "paying cash." Every purchase has a financing cost — visible or hidden.
How Policy Loans Work
You borrow against your cash value while it continues to grow and earn dividends. The mechanics are unlike any other loan.
Dividend-Paying Whole Life Insurance
Why only mutual-company whole life qualifies for IBC — and what makes it fundamentally different from every other product.
Choose your next mile
Your money. Your road.
You do not need to be ready for a policy to take the next step. Start with understanding—or start with a conversation.
Learn first
Explore at your own pace
Start with foundational topics and build enough context to ask better questions. No signup required.
Visit the learning library Talk it throughStart a real conversation
No pitch. No pressure. Just a conversation about your goals and whether Infinite Banking deserves a place in the plan.
Book an introductory call