Fundamental Friday Basic Zoom Calls

Why Would Anyone Use Whole Life Insurance to Build Wealth

The Principles of the Infinite Banking Concept

The Big, Beautiful Bill Synopsis & Where to "Park" Your Funds

Which Comes First - Paying Off Your Debts or Building Wealth?

Understanding Universal Life Policies

Dividend Paying Whole Life Insurance Contract - The Cash Value

The Principles of the Infinite Banking Concept

The Four Phases of Wealth

Are You On Track for Retirement

Understanding Lost Opportunity Costs

Comparing Buy Term and Invest the Difference to Whole Life Insurance

Financial Literacy - Rules of Thumb You Should Know

Components of a Well Structured Policy

Introduction to "Think Like a Banker"

A Different Approach to Retirement

Overview of Creative Capital Strategies' (CCS) and Meet the Team

Topic: Analyze Real Estate Investment Efficiency & Explore Alternative Wealth Strategies

Comparing Qualified Retirement Plans vs. Life Insurance Retirement Plans

Explaining the Infinite Banking Concept by analyzing a bank's operations.

Fundamental Friday- Dec 19 2025

To explain and illustrate the benefits of specially-designed whole life insurance policies for cash value accumulation, tax-free

Explaining how whole life insurance policy loans can be used as a financial tool.

Debt Management & Wealth Strategies- Jan 30th, 2026

Nelson Nash’s 5 rules for Infinite Banking success.

Reviewing practical uses for whole life insurance policy cash value.