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The Academy Presents podcast


Nov 30, 2020

To succeed in Infinite Banking it is really important to use the right tools and set it up correctly. 

Today I had the pleasure of speaking with The Founders of Infinity Investment Strategies,  Erica Neal, and David White. They are wealth strategists who work with business owners & real estate investors on managing their cash flow and liquid assets through the most efficient strategies. Their passion is to teach the Infinite Banking Strategy and create cash flow from multiple asset classes. 

 

Let’s jump right into Their fantastic success journey and learn more about the Infinite Banking Concept plus all of their strategies. 

 

[00:01 - 06:39] Opening Segment

  • Let’s bring in Erica Neal and David White to the show.
  • I talk about how we met 
  • David talks about his background 
    • 17 years in the financial world
    • Started out as a stockbroker 
    • Jumped to the infinite banking 
    • Started to get active in multifamily real estate
    • Met Erica and build Infinity Investment Strategies firm

[07:40 - 10:59]  Infinity Investment Strategies

  • David shares briefly about Infinity Investment Strategies.
  • Involve in real estate and partnering up with some key players in Multifamily.
  • Erica talks about their current focus on Infinity Investment Strategies. 
    • Focus on real estate entrepreneurs and business people.
    • Teaching people how to create cash flow, scale, and improve their business.
  • Providing guidance and planning process for entrepreneurs.
  • Erica shares her experience in the infinite banking world.
  • Erica talks about the benefits of being on the independent platform.
    • The ability to partner with multiple Fortune 500 companies.
    • Get the chance to work closely with each client.

[11: 00 - 12:06] Infinite Banking Concept

  • Erica shares the background concept of Infinite Banking.
    • Created by Nelson Nash
  • Strategy in economic plan focusing on a specific type of cash value policy.
  • Erica talks about the importance of using and setting up the right tools correctly in order to succeed in infinite banking. 



Tweetable Quotes:

“Nowadays, it’s all about using the right tools for the right job.” -  Erica Neal.

“We need to work smarter, not harder.” -   Erica Neal.

Not many people could build true life prosperity to their retirement through this type of vehicle such as stockmarket  .” - David White.

 

Resources Mentioned:



You can connect with Erica on Linkedin and David on Linkedin, You can also visit their website at infinityinvestmentstrategies.com.

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