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 $250 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 $250 a month to grow your wealth safely and predictably?

The Bank On Yourself Authorized Advisors 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 Solution…

You will know if the plan makes sense for you or not. If it does, the Advisor 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 Authorized Advisor 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 Advisor 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 an Authorized Advisor is to fill out the form to the left. If you’d rather print out and fax or mail your request, you can download and fax a PDF version of this form.

YES! I want my FREE Bank On Yourself Business Owner Analysis and Solution

When you request your FREE Analysis by submitting the form below, you’ll receive a referral to an Authorized Advisor (a life insurance agent with advanced training on this concept) who will prepare your Analysis and Solution.

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

FREE Analysis and Solution for Business Owners

NOTE: All information you submit will be held in strictest confidence.
First Name* Last Name*
Street Address*
Address Line 2
City* State / Province / Region*
Postal / Zip Code* Country*
The Bank On Yourself Advisor 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 business hours for a brief conversation:
Primary E-Mail Address*
Primary E-Mail Address Again*
Yes! Please email me your "Ultimate Wealth Building Guide" and timely briefings and solutions to critical news and events that impact my finances. I understand each briefing has a clearly marked unsubscribe link that is respected.

What are your biggest worries?
Please indicate your top 2 or 3 financial concerns:
Access to money on my own terms when I need it
Retirement income I can predict and count on
Recapture interest charges I now pay to financial institutions
Attract and reward key employees
Other concerns you have:
IMPORTANT: If you were referred by a financial advisor, 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 Authorized Advisor be better prepared to help you. Don't worry if you don't have all the information handy.
Marital Status:
Your age:
What does your business do?
Are you, or your spouse, licensed to sell life insurance or securities?*
Number of Employees:
Approximate gross annual revenue:
Approximately how much do you spend annually to lease or finance business equipment and office buildings?
Type of business entity:
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.

Note:

By submitting this form, you authorize Bank On Yourself and a Bank On Yourself Authorized Advisor 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 Authorized Advisors except as necessary for Bank On Yourself to process your request or as required by law.