201 through 301 Class Overview

Banking 201:: Maximizing your IBC... What happens when you not only finance your car loans, but your car insurance, property taxes and more? Yes, you get it all back. If all you ever financed was your cars and their associated costs, the benefits are staggering.

Banking 202:: IBC Tax Strategies for the Self-Employed. Understanding the cash flow strategies for using your new IBC for the self employed.

  • Taking equipment financing to new levels
  • Understanding the audit trail necessary to claim your business deductions
  • Accounting and documentation requirements
  • What can you finance? Everything you buy
  • Financing payroll, healthcare and supplies

Banking 203: Financing Health Benefits for the Self-Employed and Underinsured. This course will specialize on the opportunities to create an IBC-HRA to get all your money back on health care costs either for yourself or your employees.

Banking 204: The 401K Rollout Strategies. This course is designed to help retiring or soon to be retiring Baby Boomers take advantage of the opportunity to convert 401K taxable assets to Tax-Free Assets inside your own bank. Learn strategies to increase your retirement 30-50% more.

Banking 205: Family Banking Strategies. This course will introduce the concept of family banking, to include private schooling, ‘morality cars’, college funding, and down payment assistance for first time home buyers. This is an introduction to the ‘family farm’ and family legacy planning.

Banking 206: The Home Mortgage IBC Strategy. This course is designed to teach the process of converting your current mortgage at the corner bank to your own mortgage held by your family bank. Converting your greatest liability into your greatest liability, one step at a time.

Banking 207: Charitable Giving through IBC. This course will explore charitable giving to enable donors to give more, while benefiting the charities they love and support and concomitantly increasing their ability to give through the banking benefits of IBC.

Banking 301: Expanding Your Personal Banking System for Fun and Profit: These courses will be taught on a case-by-case basis, depending on student interest and demand and will cover specific topics recommended by students from the 200 series.

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