Thank you for your interest in Bank On Yourself and Pamela Yellen.

The Bank On Yourself Support Team – Lynn, Steph and Susan

The Bank On Yourself Support Team – Lynn, Steph and Susan

For customer service (U.S. only), please contact us:

Email: Info@BankOnYourself.com

Phone: 1-888-792-7407

Fax: 1-888-792-7407 (press the “start” key on your fax)

Mail:

Bank On Yourself
903 W Alameda St # 526
Santa Fe NM  87501-1681

If you are ready to get started with the Bank on Yourself concept, the quickest and most effective way is to complete an analysis request form. Those submissions are processed quickly and assigned to an Authorized Advisor (a life insurance agent with advanced training on this concept), who will contact you with details and an Analysis of how you could benefit from a program custom tailored to your goals and dreams.

If you want more information about being accepted into the Authorized Advisor program (referred to as “Certified Advisor” in the book), you can learn more about it and follow the application instructions listed at the bottom of the page.

NOTE: Bank on Yourself is available to residents of the U.S. only. Sorry, but we are unable to reply to inquiries from residents of other countries.

Have a question we haven’t answered in the site?

This form is for all other questions regarding Bank on Yourself.

We look forward to helping you!

Authorized (Certified) Advisor Training Application
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  10. (valid email required)
  12. Do you hold a current license to sell life insurance?
  16. Are you an independent or captive agent?
  19. Do you currently own a life insurance policy? If so, which kind?
  22. Have you had any previous training in or experience with
    any of the following financial planning systems? (check all that apply):
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