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Thank you for your interest in Bank On Yourself and Pamela Yellen.
Below are the answers to the 7 most common questions we receive. If you have a question not answered here, please fill out the Contact Form below…
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1) What insurance companies do you use?
Pamela Yellen is an educator, not a licensed financial advisor, which means she’s prohibited from recommending or naming any specific companies that have policies with all the features needed to maximize the power of the Bank On Yourself concept.
And knowing the names of the companies isn’t enough. Equally important is that your policy be designed properly; otherwise your plan could grow much more slowly, lose the tax advantages, or both.
It’s the job of the Bank On Yourself Authorized Advisors to look at your overall financial picture in order to design a customized policy that will help you reach your goals… and then recommend the company that’s most suitable for your situation.
When you request a free, no-obligation Analysis, you’ll get a referral to one of only 200 financial advisors in the country who have met the rigorous training and requirements to be an Authorized Advisor.
The Advisor selected for you will be happy to provide you whatever data and information you’d like about the insurance company selected for your plan, so you can do your due diligence and satisfy yourself that the company is financially sound. Bank On Yourself Authorized Advisors only use insurance companies that are among the top companies in terms of financial strength, and which have a track record of paying dividends every single year for at least the past 100 years.
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2) How safe is my money in a Bank On Yourself policy?
Learn about the five-layer safety net that protects policy owners.
You can also find out what life insurance companies invest in to be able to deliver on their promises to policy owners.
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3) I’m interested in seeing some numbers showing how this plan would look for my given situation and circumstances.
There are many variables that are taken into consideration, such as your age, health, income, when you plan to retire and what your short-term and long-term goals and dreams are.
No two plans are alike – yours would be custom tailored to fit your unique situation. To find out what your bottom-line numbers and results would be if you added Bank On Yourself to your financial plan, simply request your free, no-obligation Analysis. When you do, you’ll also receive a referral to one of only 200 financial advisors in the U.S. who have met the rigorous training and requirements to be a Bank On Yourself Authorized Advisor, who will prepare your personalized Analysis and Solution.
There is no cost or obligation for this Analysis, so you really have nothing to lose and everything to gain! It’s not too late to rescue your financial plan, but don’t put it off another day!
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4) What effect will the economy have on my policy?
Learn how the Bank On Yourself method will hold up under various economic scenarios. And here’s some insight into what would happen with the Bank On Yourself Strategy if the U.S. economy goes into a tailspin.
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5) I want more information.
If you don’t already have our FREE Special Report containing all the details of what Bank On Yourself is, you can download it free here. The New York Times best-selling book on this topic, Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future, is available at a 38% discount here.
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6) What’s the next step to implement the Bank On Yourself strategy, or how can I receive my FREE no-obligation Analysis that will show me how this could help me reach as many of my goals and dreams as possible?
The next step is to request your FREE Analysis here. When we receive your completed form, we’ll send you an email (usually within one or two business days) containing the name and contact information of the Bank On Yourself Authorized Advisor selected to provide your free Analysis.
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7) I live outside the U.S. – does Bank On Yourself work here?
At this time there are no Bank On Yourself Authorized Advisors outside of the United States and parts of Canada. If you’re Canadian and interested in a Bank On Yourself Analysis, please email us by using the contact form below and tell us the province in which you live. If you’re from anywhere else in the world, unfortunately we aren’t familiar with the insurance products available there or with the tax laws. We would recommend you take the book (available outside the U.S. through Amazon.com) to your local insurance advisor so they can look into it for you. Sorry, but we do not reply to email received from outside of the United States and Canada.
Contact Bank On Yourself Directly…

Bank On Yourself's Customer Service Team.
From left to right: Susan, Stephanie and Lynn.
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: Sorry, we are unable to respond to inquiries outside the U.S. and Canada.
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This form is for all other questions regarding Bank on Yourself.
We look forward to helping you!
Email:Info@BankOnYourself.com
Phone: 1-888-792-7407
Fax: 1-888-792-7407
(press the "start" key on your fax)
Mail:
903 W Alameda St #526
Santa Fe, NM, 87501-1681