Agency – What is it, why is it vital to flourishing as a human and how to implement the best tool I know of to bring it into your life for generations, a Family Banking strategy.


  • The financial lessons learned from losing half his net worth during the Great Recession and his realization of the need for control over personal finances.
  • His philosophy and approach to financial education and control, derived from Ayn Rand’s teachings on being a producer and growing agency in one’s life.
  • The specialized design of overfunded whole life insurance known as the Family Bank, detailing how it allows for liquidity and control while simultaneously offering protection.
  • The application process for life insurance, describing it as straightforward and typically done online.

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