< Back to Member Services Get Started by Entering your Name and Email!What's Your Full Name? First Name Last Name Best Email? This is the Email that Will Recieve Your Completed Tools! Let's Find Out About Why You Started! I know you probably have a bunch of financial goals that you want to tackle using your policy contract. And you have seen examples to purchases cars, houses or to pay off debit. But what we are interested in right now is your current number one financial goal. We will move on to your other financial goals later but for right now let’s focus on number one. Don’t get confused. We know that you may want to supplement income or use your policy as your retirement nest egg. All of those things fall under “Maximize Your Policy for Cash Accumulation”. We are going to teach you banking and once you understand banking, your financial goals will all fall in line.Using my policy, I would like to...*Pay Off DebtsMaximize Your Policy for Cash AccumulationSupplement Income/RetirementFinance Upcoming PurchasesYou’ve probably seen examples of us using policies to purchase cars, purchase houses or pay off debts. What we are interested in right now, is your #1 current financial goal. Do you have 3rd Party Debts?If you have outstanding 3rd party debts, we recommend you start with our MAP tool. This tool will show you how to eliminate debt without working any harder, changing your cash flow or taking any additional risk. Do You Have 3rd Party Debts ?YesNo 3rd Party Debts This stage is important; let us walk you through exactly what we’re looking for. The first field is your Payoff Priority Order. We actually recommend that you wait until the end to fill this field. In “Debt Name”, please fill the debt name. For example, “American Express Credit Card”. In “Total Balance Owed”, please list the total balance that you owe to this debt. Please be specific and don’t round it off. If you want this tool to be effective, we need to know the actual full amount that you owe and not an approximate amount. Please list your minimum monthly payment - not the payment you send them - or what they require you to pay them every month. Then list the payment that you actually send them, under the next column. But only list if you actually are consistent in paying that amount which is more than your minimum. We don’t need to know if you paid an extra $100 this month toward your debt but never plan on doing that again. Finally, very important – Please list your interest rate or your Annual Percentage Yield (APR) – Either will work – in the last and final field. Once all of your outstanding debts are listed, then we recommend you go back to your Payoff Order. What is most important to you that we pay off first? Full disclaimer: It might not make financial sense for us to honor your Payoff Order, but it will still be helpful for us to know what’s important to you. NOTE: If you have more than one debt, you can click on the + plus sign shown to the right of the field.3rd Party Debt*Payoff OrderDebt NameTotal Balance OwedMinimum Monthly PaymentMonthly Payment Amount (If more than minimum)Annual Interest Rate *You can add more debts by hitting the "+" sign to the right of the form. Do You Have Upcoming Expenses? Are there upcoming expenses that you must purchase that will need to be financed?Do You Have Upcoming Expenses That Will Be Financed?YesNo What Are Your Upcoming Expenses? Here, we’re looking for upcoming expenses that you must purchase, and that you need to be financed. For example, your child needs braces and that purchase will happen next month, and you don’t have the money right now to pay for it, so you must finance it. What we’re not interested in though, is if you really, really want a Tesla next year. Don’t worry, we’ll get there and your policy will get you there, but for right now, we’re going to help you focus on policy tools that will help you start banking the right way, and right away. Upcoming Purchases*Purchase NameAmount of PurchaseWhen Are You PurchasingAny Other Details You Have (Interest Rate) *You can add more purchases by hitting the "+" sign to the right of the form. Have you ever gone through our tool creation or Mapping process before? Have we worked together before?Is this your first time going through our tool creation?YesNo The Cash Compound and The Money Multiplier.The Cash Compound is a online video learning system that breaks down the ins and outs of utilizing high cash value life insurance as a banking system. As a subscriber you'll have an inside track to learning how to operate your policy efficiently. Use the link below to subscribe if you're a self starter! Thanks for completing our questionnaire! We’re so excited to work with you and create policy tools! Now that we have your completed information, the next step is for you to receive your tools via email. So be on the lookout for that in the upcoming days. Once you receive your tools, you’ll also receive a link to schedule a time to speak about them and get your questions answered and moving forward on your path to becoming your own banker, just like R Nelson Nash says in his book. See you soon!