Why request an Analysis?

When you request a FREE Analysis by submitting the form to the left, you’ll learn:

The guaranteed minimum value of your plan on the day you plan to tap into it… and at every point along the way
How much income you can count on having during your retirement years
How much you could increase your lifetime wealth – just by using a Bank On Yourself plan to pay for major purchases, rather than by financing, leasing or directly paying cash for them
How you can achieve your short-term and long-term financial goals in the shortest time possible
Answers to other questions you may have

No two plans are alike…

Your policy will be custom tailored to your unique situation, goals and dreams, and there is no set amount you need to put in to start a policy. As a general guideline, plans funded with a minimum of $300 a month grow more efficiently, and you can put in as much money as you wish. (The upper limit is determined by your income and assets).

Don’t rule yourself out…

Not sure you can set aside at least $300 a month to grow your wealth safely and predictably?

The Bank On Yourself Professionals are masters at helping people restructure their finances to free up more seed money to fund a plan that can help you reach your goals and dreams – without the risk or volatility of traditional investments.

After you see your Recommendations…

You will know if the plan makes sense for you or not. If it does, the Professional selected for you will help you implement the plan and provide ongoing guidance on using it to maximize your lifetime wealth and minimize your taxes.

The Professional will recommend the insurance company that has the best product for your situation, and it will be among the financially strongest life insurance groups in the country. The Professional will not charge you a fee for your Analysis – they receive a commission from the insurance company, which is typically 50-70% less than if your policy were designed the traditional way.

Get started today!

The fastest way to get your free Analysis and a referral to a Professional is to fill out the form to the leftThe fastest way to get your free Analysis and a referral to a Professional is to fill out the Analysis Request form here. If you’d rather print out and fax or mail your request, you can download and fax a PDF version of this form. The only regret most people have about Bank On Yourself is that they didn’t start sooner, so request your Analysis today!

YES! I want my FREE Bank On Yourself Analysis and Recommendations

Bank On Yourself understands the hard work and challenges that go hand in hand with being a business owner. For that reason, we offer a FREE Business Analysis and Recommendations to help you succeed.

When you request your FREE Business Analysis by submitting the form below, you’ll receive a referral to a Bank On Yourself Professional (a life insurance agent with advanced training on this concept) who will prepare your Business Analysis and Recommendations.

The fastest way to request your Business Analysis is by submitting this form. Your Bank On Yourself Professional will contact you by phone or email within two business days.

Click here to find out what you’ll discover when you request your free analysis.

FREE Analysis and Recommendations

Your privacy is important. We will never give, lease or sell your personal information.

* Required fields First Name* Last Name* Street Address* Address Line 2 City* State/Region* Postal / ZIP Code* Country* The Bank On Yourself Professional selected for you will need to be able to contact you. Your information will never be traded, rented, sold or abused in any way. Daytime Phone Number* Evening Phone Number Best time to call during daytime hours to speak briefly:

Primary E-Mail Address* Primary E-Mail Address Again*

What are your biggest concerns?

Please indicate your top 2 or 3 financial concerns:

Growing my nest-egg safely and predictably no matter what's happening in the markets
Retirement income I can predict and count on
Access to money on my own terms when I need it
Recapture interest charges I now pay to financial institutions
Pay for college tuition without going broke

Other concerns you have:
IMPORTANT: If you were referred by a financial representative, please list their name and state:

Please tell us a little bit more about yourself:

This information will be kept in strictest confidence (see our Privacy Policy) and will allow your Bank On Yourself Professional be better prepared to help you. Don't worry if you don't have all the information handy.

Marital Status: Your age (you must be age 18+): What is your occupation? Are you, or your spouse, licensed to sell life insurance or securities?*

What is your approximate annual household income including spouse or significant other's income? Ages of any children living at home: Are you a homeowner? What is your approximate mortgage balance? How many years remaining on your mortgage? What is your total monthly payment for your cars? What is your approximate total credit card debt? At what interest rate(s)? Do you own a business? How did you hear about Bank On Yourself? If you learned about it from someone, please tell us their name and state:

Sorry, you are not eligible to continue.

If you, or your spouse, are licensed to sell life insurance or securities, do not submit this form. Instead, please take the first step to learn how to do this for yourself and your clients.

If you hit the button below, your information will be sent to Bank On Yourself but will be regarded as ineligible.

By submitting this form, you authorize Bank On Yourself and a Bank On Yourself Professional to get in touch with you at the contact information you provided above regarding your Free Analysis and related information. Bank On Yourself will treat the personal information you submit as confidential and will not share, rent, sell or disclose the information to anyone outside of its internal representatives or Professionals except as necessary for Bank On Yourself to process your request or as required by law. You also authorize Bank On Yourself to send you timely briefings and recommendations to critical news and events that may impact your finances. Each briefing has a clearly marked unsubscribe link that is respected. By submitting this form, you certify that you are age 18 or older. Bank On Yourself Professionals will provide independent recommendations, which may or may not be based on the educational information provided by Bank On Yourself. To preserve your confidentiality, Bank On Yourself cannot monitor or control the recommendations made by Bank On Yourself Professionals, and shall not be held liable for any recommendations made by any Bank On Yourself Professional.