*For Entrepreneurs, Business Owners & High Earners*

Get Instant Access to Our Free Digital

Cash Flow Banking Guide

& Video Tutorial + Bonus Strategy Session

Learn The Overlooked Wealth Move Used to Create Predictable Financial Growth
*For Entrepreneurs, Business Owners & High Earners*

Get Instant Access to Our Free Digital

Cash Flow Banking Guide

& Video Tutorial + Bonus Strategy Session

Learn The Overlooked Wealth Move Used to Create Predictable Financial Growth

Confused About How Life Insurance Can Fuel Your Wealth? 

We Call It Cash Flow Banking and We’re Here to Explain How It Works

This is real education on how overfunded whole life insurance can be structured to:
  • Create a liquid pool of capital you can access on your terms
  • Grow consistently, outside of market volatility
  • Provide tax advantages and long-term protection
  • ​Support your business, lifestyle, or legacy with clarity and control

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Inside Your Cash Flow Banking Guide

+ Video Tutorial

How to Turn Life Insurance Into a 
Living Asset

What if your life insurance did more than sit on the sidelines?
Learn how overfunded whole life insurance becomes a safe, compounding asset you can use during your lifetime (not just when you're gone).

Overfunding:
The Secret Sauce
of Life Insurance

This is one small tweak that turns a traditional policy into a cash flow engine.

Discover why high-income earners supercharge their policies by overfunding, and how it builds more cash value, faster, without triggering extra taxes.

Access Capital Without Selling Investments or Begging Banks

Learn how to create your own opportunity fund without touching your portfolio.
Policy loans let you tap your cash value on your own terms, while your money continues compounding in the background. Learn exactly how it works.

Who Should 
(and Shouldn’t) 
Use This Strategy

This isn’t for everyone, and that’s what makes it powerful.

Is this strategy right for you? Get a clear profile of who benefits most and who should stick with more traditional tools.

Risks + How to Avoid Common Mistakes

Yes, there are tradeoffs. Find out how to play it smart.

Avoid the pitfalls that trip up others, like poor design, underfunding, or mismanaged loans, and use the included checklist to stay on track.

BONUS: Get Your 
FREE Life Insurance Strategy Session

You’ll also have the chance to apply for a private strategy session with one of our Cash Flow Banking Experts. This is a support session to help you explore whether Cash Flow Banking is right for you and your family.

This Guide Is for You If:

  • You want clarity on how overfunded life insurance really works
  • You’re curious about turning insurance into a strategic, living asset
  • You value liquidity, control, and tax efficiency in your wealth plan
  • ​You’re a business owner or high-income earner exploring next-level strategies

Inside Your Cash Flow Banking Guide + Video Tutorial

How to Turn Life Insurance 
Into a Living Asset

What if your life insurance did more than sit on the sidelines?

Learn how overfunded whole life insurance becomes a safe, compounding asset you can use during your lifetime (not just when you're gone).

Overfunding:
The Secret Sauce

This is one small tweak that turns a traditional policy into a cash flow engine.
Discover why high-income earners supercharge their policies by overfunding, and how it builds more cash value, faster, without triggering extra taxes.

Access Capital Without Selling Investments or Begging Banks

Learn how to create your own opportunity fund without touching your portfolio.

Policy loans let you tap your cash value on your own terms, while your money continues compounding in the background. Learn exactly how it works.

Who Should (and Shouldn’t)
 Use This Strategy

This isn’t for everyone, and that’s what makes it powerful.

Is this strategy right for you? Get a clear profile of who benefits most and who should stick with more traditional tools.

Risks + How to Avoid Common Mistakes

Yes, there are tradeoffs. Find out how to play it smart.

Avoid the pitfalls that trip up others, like poor design, underfunding, or mismanaged loans, and use the included checklist to stay on track.

BONUS: Get Your FREE Life Insurance Strategy Session

You’ll also have the chance to apply for a private strategy session with one of our financial educators. This is a support session to help you explore whether Cash Flow Banking is right for you and your family.

This Guide Is for You If:

  • You want clarity on how overfunded life insurance really works
  • You’re curious about turning insurance into a strategic, living asset
  • You value liquidity, control, and tax efficiency in your wealth plan
  • ​You’re a business owner or high-income earner exploring next-level strategies

Get Instant Access To Our

Get Instant Access To Our

Cash Flow Banking Guide 

& Video Tutorial + 
Bonus Strategy Session

Phone: (801) 382-9424
Email: hello@cashflowbanking.com
Address: 90 S 400 W #540, Salt Lake City, UT 84101