Legal

Legal Notice

This website exists to describe a book and its author. Nothing on it constitutes personalized financial, insurance, investment, tax or legal advice, and reading it creates no professional-client relationship of any kind.

No advice, and no recommendation

The content here is general and educational. It does not take account of your income, your obligations, your risk tolerance, your time horizon or your objectives, and it cannot. No page recommends that any particular person purchase any particular financial product. Before acting on anything you read here or in the book, consult a licensed Financial Security Advisor, an accountant who understands how participating whole life insurance interacts with Canadian tax rules, and a legal advisor.

Accuracy and currency

Tax figures, contribution limits, regulatory names and statutory references change. Content is prepared carefully and reviewed, but it may become outdated between revisions. Verify any figure against the current source before relying on it.

Intellectual property

The text, structure and design of this website, and the book it describes, are the property of the author and are protected by Canadian copyright law. You may read, quote briefly with attribution, and link to these pages. You may not reproduce substantial portions without written permission.

Trademarks

“The Infinite Banking Concept®” and “Becoming Your Own Banker®” are trademarks of Infinite Banking Concepts, LLC. “Authorized IBC Practitioner™” is a designation of the Nelson Nash Institute. These marks are used here only to identify the concept and the works discussed. This website and its author are independent, and are not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.

Outbound links

Links to Google Canada searches are provided so that you can verify claims independently. What appears in those results is Google’s ranking. This website does not control, endorse or take responsibility for third-party content.

Governing law

This website is operated from Canada and is intended for Canadian readers. Insurance is regulated provincially, and the rules that apply to you depend on your province of residence.

The book

Read the whole argument in one place.

Four parts, twelve chapters, fifty-two benefits — written for Canadians, under Canadian rules, with the limits stated alongside the advantages.

Order the book

Publishing shortly in English and French · Educational content only · Dividends are not guaranteed · Not suitable for everyone