Empowering the middle class with the investment strategies of the ultra-rich...

Elevation Banking Quick Start Series

This series if for those of you that want to put Elevation Banking in place quickly… and want to come back to the rest of the Elevation Banking course content later.

Welcome Video:

Elevation Banking focuses on one type of insurance, so let's quickly review the major types of insurance and how they work.

Types of Insurance:

The Loan Provision inside Elevation Banking makes it completely unique as a financial tool. This is often overlooked by other experts, but when you understand its potential, you will be able to set up Elevation Banking so leverage the loan provision based on your goals and needs.

The Loan Provision:

The MEC, or Modified Endowment Contract, is an important aspect of how Elevation Banking works. Also, Elevation Banking focuses less on life insurance, and more wealth building. Life insurance is just the vehicle that allows Elevation Banking to grow wealth safely and strategically

MEC and Focus on Wealth vs Coverage:

When you are setting up Elevation Banking, you must know your goal for the strategy. Without knowing your goal, it's like going on a road trip with no time frame or destination. When it comes to building wealth, those are very important.

What Is It For:

 

Questions and Support…

If you have any questions about the quick start or would like to chat with one of our team members about getting started, don't hesitate to reach out to us at [email protected]. We're here to help!!

Putting Elevation Banking In Place…

When you are ready to take your wealth to a higher level, you may want to work our Wealth strategist one-on-one. The more knowledge and information you have, the more successful you will be when working with a Wealth Strategist. If you are ready to schedule an initial consultation, please click the link below.

YES! Schedule My Consultation!

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