I began this journey with a single question: Where, why, and who controls my money while I follow traditional retirement plans? Like many, I was told to wait years to access my money, accept penalties for early withdrawals, and then, even if I did decide to retire, the advice was to withdraw only 3-5% of my savings annually. I couldn’t help but wonder:
Why does this system seem to limit freedom instead of offering it?
In 2018, I began my quest for answers. I read over 35 books, listened to countless hours of podcasts, and sought wisdom from financial experts. That’s when I discovered the power of the Infinite Banking Concept (IBC).
Since 2020, I’ve been practicing and refining the principles of “Becoming Your Own Banker.” While learning, I had the invaluable guidance of my mentor, Mike Schwallie, who has 15 years of experience in this field. His mentorship helped shape my understanding and deepen my expertise.
What started as a personal journey became a passion for teaching others. I founded Banking For Legacy to help individuals like you regain control of their finances, build wealth, and create lasting legacies.
For me, clients aren’t just numbers—they’re family. This isn’t just about wealth; it’s about relationships, knowledge, and impact. I believe in empowering you with tools and strategies to take ownership of your financial future.
As Proverbs 13:22 says, “A good person leaves an inheritance to their children’s children.”
Let me guide you in achieving financial freedom and building a legacy that honors your life’s work. Together, we’ll create a financial foundation that provides freedom, security, and a lasting impact for generations to come.
Nelson Pizarro is an independent life insurance agent and Infinite Banking educator. He helps individuals and families understand how properly structured whole life insurance policies can be used to build wealth, create liquidity, and regain control over their finances. Nelson specializes in teaching the “Become Your Own Banker” concept developed by R. Nelson Nash and is currently in the processes of becoming an IBC practitioner.
Disclaimer: I am not a licensed financial advisor, investment advisor, CPA, or attorney. I do not provide investment, tax, or legal advice. The information I share is for educational purposes only and relates specifically to the use of properly structured life insurance policies. Before making any financial decisions, including moving funds from retirement accounts or investment vehicles, please consult with a licensed financial advisor or tax professional.