Jun 19, 2026
The Nelson Nash Institute is the original source for this concept. Nelson Nash is the person who popularized Infinite Banking and the institute carries his work forward with free educational resources, articles, and a directory of authorized practitioners. If you want to go deeper than the book, it is a good place to start: nelsonnashinstitute.com
I am also trying something new in how I research this. I am quite comfortable using Claude for content, SOPs, and business thinking at this point. For this topic, I am going to try Perplexity AI, which is built specifically for research and pulls from current sources with citations. I want to see how it handles a complex financial topic like this one compared to what I already use.
If you have used Whole Life Insurance as a wealth building strategy, please hit reply. I would love to hear directly from people who are doing it, not just reading about it.