We use a process called the Money Maximization Model (MMM) to help clients to save, grow, and utilize their money more effectively. The process is an adapted version of something more widely known as the Infinite Banking Concept. We have tweaked it for business owners and adjusted it to fit in with their bigger financial plan, unique cash flow needs, and to synergize with other investments and strategies the client may be using.

There are several versions of this presentation here and each one goes into different ways to use the strategy. They are 80% the same, but there are some tweaks that are adjusted for each client/person based on their needs. It’s best to start with watching one video and then come back and watch the others later. You’ll learn and understand the process better as you see different ‘versions’ of the presentation.