Ep17 David White & Erica Neal on Planning for the Unplanned Investment Strategies

Infinite banking offers a path to financial freedom and legacy wealth. Today, David White and Erica Neal of Integrity Financial Group take time to simplify infinite banking as well as share a profound story of how this strategy protected a client when death suddenly struck. 

With backgrounds in traditional finance and vetted experience working with standard products David and Erica searched for opportunities that flexed with their clients needs. This determination to fidelity to best meet the needs of their clients led them to infinite banking. 

You will appreciate the balance David and Erica bring to the table in their communication styles. Having personally worked with them I appreciate how Erica is able to bring simplicity to a complex concept through their interactive discovery call. David’s natural ability to interact with nuances between a variety of investment strategies to prepare an individualized path for clients.

"IFG is a boutique-wealth management firm with a group of team oriented financial professionals. We believe in a holistic financial planning which combines Insurance Planning and Investment Strategy to help clients create streams of retirement income so that they are prepared for the retirement years. In simple terms, we help clients create and build their own self-made pension, so they have consistent income during retirement.

We provide comprehensive and personal service that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind."

Be certain to check out their website (click here) and schedule a call with David and Eric (click here)

Also check out their interview on the Really Social Estate YouTube channel!

If this episode gave you language you’ve been missing, please rate and review the show so more high-capacity humans can find it.

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