


Jeremy Bass
Planning for a secure financial future doesn’t have to be complex. Banking like a Bank TM empowers you to take control of your finances by allowing you to borrow against the cash value of a life insurance policy, creating a personal bank. Use these funds for major expenses, investments, or emergencies, without relying on traditional banks.


Jeannie
⭐⭐⭐⭐⭐
By the grace of God and a friend, we were introduced to this program and what a blessing it has been. We went from 29.8 years of debt payments owing $152,142 down to to 4.9 years and paying only $112,078. That's an interest savings of $40,084 and shaving 24.8 years off of our payment schedule. Because of this program, we will be debt free in 3.3 years in spite of Covid and it's impact on our business. This program has changed our lives for the rest of our lives and in a positive way - we will never look at money the same again; every dollar does count.
Happy Customers
More than clients taken care of!

Jeremy Bass

Planning for a secure financial future doesn’t have to be complex. Banking Like A Bank TM empowers you to take control of your finances by allowing you to borrow against the cash value of a life insurance policy, creating a personal bank. Use these funds for major expenses, investments, or emergencies, without relying on traditional banks.

About Us
Vice President Agency Operations & Mentor Program – Champions Club Member Every individual, business, and family have goals and I am passionate about facilitating clients in reaching them. Born with a heart driven by adventure, I find that life’s greatest adventure is often found in pursing those very goals. Whether a client is looking for advice and guidance regarding retirement preparation, eliminating debt, banking, employee benefits, or other insurance and protection concepts, I bring years of knowledge and experience that not only is able to educate but also guide clients to making decisions that lead them to outcomes serving their best interests and make complex conversation simple to understand. I found, that due to the many facets of financial services and insurance among the multitude of needs within them, I was able to not only help the very families and businesses I strived to connect with, but also uncovered unlimited opportunity to serve people. I use a proven system of educating others on balancing their budget to minimize exposure to financial risk, protecting their retirement assets, and leveraging the income they already have. I specialize in a focus of tax-free retirement and banking concepts and am proud to have assisted countless clients in eliminating debt in as little as 5-7 years. And as a result teach people how to build wealth though their own debts and expenses. Among my efforts to help businesses and executives minimize exposure to financial risk, I guide business owners through planning, assisting individuals in protecting their retirement income with the utilization of a well-rounded insurance, banking, and investment portfolio. The heart of my work is found in my drive to help every client achieve their goals. From my first year in the industry, I have risen as a leader. My drive, compassion, and integrity allows me to remain in top producing ranks. I have been recognized as a top producer not only regionally but nationally as well. The true reward of my hard work is found in the time I am able to spend traveling with my family, providing my four homeschool children with experiences that are shaping them into strong adventure seekers that value goals and will grow them into individuals and professionals that can identify a goal, pursue it, and achieve it. Just as I pour my passion into my family, I have a passion to give, and seek opportunities to grow adventurous achievers through my work.
Jeremy Bass
Vice President Agency Operations
NPN: 15880971

About Us
Vice President Agency Operations & Mentor Program – Champions Club Member Every individual, business, and family have goals and I am passionate about facilitating clients in reaching them. Born with a heart driven by adventure, I find that life’s greatest adventure is often found in pursing those very goals. Whether a client is looking for advice and guidance regarding retirement preparation, eliminating debt, banking, employee benefits, or other insurance and protection concepts, I bring years of knowledge and experience that not only is able to educate but also guide clients to making decisions that lead them to outcomes serving their best interests and make complex conversation simple to understand. I found, that due to the many facets of financial services and insurance among the multitude of needs within them, I was able to not only help the very families and businesses I strived to connect with, but also uncovered unlimited opportunity to serve people. I use a proven system of educating others on balancing their budget to minimize exposure to financial risk, protecting their retirement assets, and leveraging the income they already have. I specialize in a focus of tax-free retirement and banking concepts and am proud to have assisted countless clients in eliminating debt in as little as 5-7 years. And as a result teach people how to build wealth though their own debts and expenses. Among my efforts to help businesses and executives minimize exposure to financial risk, I guide business owners through planning, assisting individuals in protecting their retirement income with the utilization of a well-rounded insurance, banking, and investment portfolio. The heart of my work is found in my drive to help every client achieve their goals. From my first year in the industry, I have risen as a leader. My drive, compassion, and integrity allows me to remain in top producing ranks. I have been recognized as a top producer not only regionally but nationally as well. The true reward of my hard work is found in the time I am able to spend traveling with my family, providing my four homeschool children with experiences that are shaping them into strong adventure seekers that value goals and will grow them into individuals and professionals that can identify a goal, pursue it, and achieve it. Just as I pour my passion into my family, I have a passion to give, and seek opportunities to grow adventurous achievers through my work.
Jeremy Bass
Vice President Agency Operations
15880971
Banking Like a Bank TM is a strategy that uses an Indexed life insurance policy as a personal bank. By building cash reserves within the policy, you can borrow against it, always have a cash reserve established, and grow your savings independently—reducing reliance on traditional banks.
Banking Like A Bank TM is a strategy that uses a whole life insurance policy as a personal bank. By building cash reserves within the policy, you can borrow against it, repay with interest, and grow your savings independently—reducing reliance on traditional banks.
Banking Like A Bank TM builds a self-sustaining financial system, offering lifelong protection and tax-advantaged cash growth. Access funds as needed for investing, education, or retirement. Start your journey to financial independence today.
Reviews
Reviews
What This Program IS
We are THE "Banking like a Bank TM " Strategy
This IS Proven to quickly Eliminate Debt.
We teach our clients how to make Profits on the money they BLOW!
Generational Wealth
Income for Life
Liquid Cash Flow
Tier 1 Capital
Velocity Banking
Tax-Free Wealth
Recover Taxes
This IS Proven to free up the funds needed for consumers to build wealth.
This IS Proven to work with or without good credit, AND may even improve your credit.
What This Program IS NOT what you think!
NO this is NOT Nelson Nash.
NO this is NOT Bank on Yourself.
NO this is NOT IBC or Infinite Banking.
NO this is NOT 3 Dimensional Wealth.
NO this is NOT Wealth Factory.
NO this is NOT The David Ramsey Debt Snowball.
This IS NOT a Bi-weekly Payment Program or Refinance.
This IS NOT an Increase to your current monthly budget.
This IS NOT a mortgage modification, alteration, or any other change to your current mortgage.
No Extra Principal Payments.
NO this is NOT what you have ever seen before!

More Info
Banking Like a Bank TM works best for individuals seeking financial independence and control over their funds. It’s ideal for those interested in building a flexible, long-term financial system. This approach can be customized to suit various income levels and financial goals.
The amount to start depends on your financial goals and budget. Consult with an expert to determine an optimal contribution amount to meet your needs. Starting with the right amount can set you up for sustainable, long-term growth.
A medical exam may be required to establish an Indexed life insurance policy, but this varies by provider and policy terms. Some providers may offer policies without exams, depending on coverage needs.
Yes, you can borrow against your policy’s cash value anytime, with flexible repayment terms tailored to your needs. This flexibility is one of the key benefits of the Banking Like a Bank TM strategy. After your capital reserve has been established and after month 13.
Schedule a consultation to explore how Banking Like a Bank TM can be tailored to your financial goals and learn the steps to set up your policy.

More Info
Banking Like A Bank TM works best for individuals seeking financial independence and control over their funds. It’s ideal for those interested in building a flexible, long-term financial system. This approach can be customized to suit various income levels and financial goals.
The amount to start depends on your financial goals and budget. Consult with an expert to determine an optimal contribution amount to meet your needs. Starting with the right amount can set you up for sustainable, long-term growth.
A medical exam may be required to establish a Indexed Life insurance policy, but this varies by provider and policy terms. Some providers may offer policies without exams, depending on coverage needs.
Yes, you can borrow against your policy’s cash value anytime, with After month 13 and your capital reserve has been established tailored to your needs. This flexibility is one of the key benefits of the Banking Like A Bank TM strategy.
Schedule a consultation to explore how Banking Like A Bank TM can be tailored to your financial goals and learn the steps to set up your policy.


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