FREQUENTLY ASKED QUESTIONS
How is the Financial Prodigy System different from all the other money programs and financial programs out there?
The Financial Prodigy System is based on one key idea overlooked by all other financial programs, mentors, and experts: To be successful you must understand that the current system is set up against you. Currently, you are taking all the risk and the system is always making money on your money no matter how it’s invested. Most people have become comfortable because that system is all we have ever known and have therefore accepted it. The Financial Prodigy System is based on a two hundred year old successful and proven record. Our product and system is remarkable, easy to understand, extremely risk adverse and can work for you.
Many experienced financial professionals have attempted to help people put the current system’s money puzzle together but unfortunately, they can’t give you what you really need or want because that system is based on you taking 100% of the risk. The simple and risk adverse way to put your financial plan together so it makes sense is by applying the Financial Prodigy’s System.
WHO IS AN IBC PRACTITIONER?
We are Authorized Infinite Banker Concept (IBC) Practitioners through the Nelson Nash Infinite Banking Practitioners Program. We are also licensed Whole Life Insurance agents.
WHAT DOES THE PRACTITIONER OFFER?
We offer expert IBC solutions. Every person’s situation is unique and we will tailor your IBC policy to your specific needs and wants.
WHOM DO WE SERVE?
Individuals, corporations, small businesses, pensions and profit sharing plans, estates and trusts.
WHO CAN BENEFIT MOST BY OUR SERVICES?
Any client who wishes to plan prudently for their financial future. Furthermore, clients who desire a more transparent and simplified financial planning service. We are distinctly different in our approach. You’ll find the Infinite Banking Concept VERY appealing. It is extremely Risk Adverse.
HOW MUCH MONEY DO YOU NEED TO START A PROGRAM?
IBC works as a place in which to do many things with your money. It serves as a place of storage, financing, retirement savings along with estate planning through a death benefit. With that said, ask yourself, “Where do I store my money today?” and you may begin to understand this system and how much you could start with. All is never a solution, but certainly the other extreme is not the answer either. The minimum / maximum dollar amount depends on the needs of the client and on the IBC recommended by the practitioner.
WHAT IS AN IBC FINANCIAL PLAN?
An overall review of your financial picture, taking into account your goals, values and objectives then focusing on such areas as: debt reduction/removal, personal financing of existing debt, retirement, and estate planning. There are many other parts to the IBC that will be discussed. Typically, the Practitioner conducts consultations with each client to prepare an “IBC financial picture” based on the individual client’s financial status, needs, and objectives.
Notice that we do not talk about risk management with the IBC, because it is already risk adverse.
HOW IS THE PLAN IMPLEMENTED?
Implementation begins by contacting us at info@TheFinancialProdigy.com.
In all cases it is customary for the Practitioner to meet periodically with client, either in person or via webinar or phone. Typically annually, so as to review the your IBC status as well as the changing needs and objectives of client. The Practitioner will be available for the client’s consultation during normal business hours.
DO WE PROVIDE LEGAL SERVICES?
DO WE PROVIDE TAX PREPARATION SERVICES?
DO WE GUARANTEE IBC PERFORMANCE?
WILL CLIENT INFORMATION BE KEPT CONFIDENTIAL?
Yes. It is the law.
ONCE A PROGRAM IS COMPLETED, DOES OUR RELATIONSHIP END?
Absolutely not. Working with the Practitioner is a process and not a “one shot” transaction. We offer ongoing service, periodic review and consultation as necessary.
HOW DO I GET STARTED?
Contact us at info@TheFinancialProdigy.com.