Visualize Your Financial Future
Master the Infinite Banking Concept with our advanced visualization tools.
Take back the banking functions of your life. See how your whole life policies can create a personal banking system, generate passive income, and build generational wealth through strategic policy loans and cash value growth. Ask questions about your financial future with custom AI tools.
Enable and teach your family to manage the family bank after you graduate.
Key Features
Custom AI Tools
Reason with and ask questions about your financial data using AI
Policy Performance Tracking
Interactive charts showing cash value growth, death benefit, and premium flow over time
Portfolio Management
Track multiple policies and view combined performance metrics for your banking system
Break-Even Analysis
Visualize when your cash value exceeds paid premiums
Passive Income Projection
Calculate potential passive income through policy loans and dividend payments
Policy Loan Tracking
Monitor your policy loans, interest, and impact on cash value growth
Wealth Building Metrics
Track key metrics like and Cumulative and Cash on Cash Returns
Multi-Generation Estate Planning
Visualize long-term wealth transfer and estate planning benefits
Premium Flow Analysis
Optimize premium payments and track cumulative contributions
Custom Reporting
Generate detailed reports for financial planning and estate planning purposes
Family Access
Leave all of your family bank data in one place. Enable your family to operate the family bank.
Mentor or Advisor Access
Share access with your mentor or advisor to help them understand your financial data.
Simple Pricing
Free 6 Month Trial
- ✓ Free for Money Multiplier Clients
- ✓ Everything in Personal Plan
Starter Plan
- ✓ Single Policy Tracking
- ✓ Policy Loan Management
- ✓ Performance Metrics
- ✓ Visualize Policy Performance
- ✓ Break-Even Analysis
- ✓ Passive Income Projections
7-day free trial, cancel at anytime
Personal Plan
- ✓ Advanced AI Tools
- ✓ Unlimited Policy Tracking
- ✓ Portfolio Management
- ✓ Advanced Analytics Dashboard
- ✓ Policy Loan Management
- ✓ Share Portfolio View
- ✓ Portfolio Performance Metrics
7-day free trial, cancel at anytime