Infinite Banking Concept Deep Dive

[Misty Fowler]

Infinite Banking Concept Deep Dive

Mark and Jen do their teaching from the book “Becoming Your Own Banker”

by R. Nelson Nash.

If you would like a FREE copy of this book sent to you to read prior to the meeting, please email Mark at [email protected] with your name and your best mailing address, and he will get one sent to you ASAP.

How would you feel if you never had to go to a bank or hard money lender again??

Join Mark & Jen Heller in an informative conversation about how they created financial freedom and independence using the specific savings strategy and tools of the infinite banking concept.

In this meeting, you will learn:

· What is Infinite Banking

· The 8 core benefits

· How to become your own banker

· Why constant compounding is more advantageous

· Infinite banking vs investing (401k, CD’s, high yield savings)

· The benefits of having access to your cash for opportunities

· Why real estate agents, investors and hard money lenders prefer IBC over banks

This meeting is perfect for anyone who wants to get a better understanding of how to set up their own bank, take control of their money and create financial freedom, safety and security. Whether you've heard about IBC before or this is a new concept, you'll walk away with the knowledge and insight to financial independence.

Speakers: Mark & Jen Heller

Mark Heller – Wealth Strategist

Mark has a deep passion to teach others how to create optimal health and wealth in their life. He has a B.A. in marketing as well as nearly 20 years of experience in residential property management. Over the years, he’s managed several hundred doors and many of Dane Counties largest residential properties, owner-occupied multi-family buildings as well as flipped a variety of homes and condos in and around Madison, WI.

In 2020, Mark stepped away from flipping and shifted much of his focus into residential property management and hard money lending. An alarm went off one day though when their bank gave them the run around on a simple loan refinance...despite great credit and ample funds. Frustrated, his wife, Jen, strongly suggested they secure their personal funds in a different location and consider other options. Their minds opened and expanded to new possibilities and in walked IBC.

They discovered the Infinite Banking Concept through their real estate mastermind group. Upon hearing about it, Mark immediately read R. Nelson Nash's book, Becoming Your Own Banker. Quickly digested, the power and concept highly intrigued him and within a few days, he knew it was exactly what they desired for their lifestyle and financial freedom.

Over the last few years, Mark’s knowledge and passion for infinite banking along with the desire to teach others how to create financial freedom has grown tremendously.

When Mark isn’t crunching numbers or helping friends with their real estate deals, he and Jen are enjoying their home and cats in southern WI. They travel often, visit family Up North and find joy exploring our country's many National Parks.

Please reach out if you want to take control of your money, create generational wealth and change the financial trajectory of your future – I’d be honored to serve you.

Jen Heller – Health & Wealth Educator

In short, Jen is a health and wellness educator, host of the “Homes That Heal” podcast, an infrared sauna expert and your go-to resource for creating a high-vibe, abundant life. She is a certified holistic health/nutrition coach the founder of Jen Heller Lifestyle.

Jen holds a Business Management degree and a 14-year career with Coca-Cola. During that time, she was in several leadership and management roles including human resources, sales and distribution.

During the 2008/2009 market crash, she dove into real estate buying her first flip in her hometown of Rhinelander, WI. Later, she expanded her passion and purchased long-term rental properties but sold that portfolio when moving to Madison where she worked alongside Mark flipping homes/condos. She too has since turned all her attention to hard money lending and building their own long-term wealth fund.

After suffering a stroke, paralysis and a long road of heavy metal toxicity, Jen has become an expert and beacon of inspiration in the health and wellness space. She left corporate in 2014 to pursue opening a wellness center/sauna studio (Jenerate Wellness – Waunakee, WI) to teach others the importance of safe detoxification and living a healthy, vibrant lifestyle.

After letting go of her wellness center during Covid and living through a significant financial loss, her overall mission has expanded into strategic wealth strategies. Her passion is to elevate her impact by teaching others how to gain the access, tools and resources needed to pave the path to true health, wealth and happiness. She believes living a life by design is essential for your overall well-being and freedom.

On a personal note, when she’s not dialed into work, you can find Jen enjoying yoga, reading, writing, campfires, hiking, boating and time with their cats, family and friends.

WiscoREIA’s Wausau Meeting Always Meets on the 3rd Monday of the Month from 6:30 pm - 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

The Bar

10302 Market Street

Rothschild, WI 54474

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:30 pm - 7:00 pm - Check-in

7:00 pm - 9:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

***Make sure to pre-register - We are now Cashless***

Hosts: Derek Dombeck & Ashley Lang