Infinite Banking
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    To begin the path of Financial Freedom, please fill out the fact finding survey below, so the experts at Dottenwhy Financial Group, LLC can get you started today!
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    4 - 11.15.17.20

    Current Concerns


    Real Estate

    Personal Residence Information:

    Debt Related

    Please list all available information: Name, Amount Owed, Interest Rate, Minimum Payment, Actual Payment

    Insurance

    Husband Life Insurance
    Wife Life Insurance

    Income & Expenses

    Monthly Gross Income
    Husband
    Wife

    ​Investment Accounts: Non-Qualified Accounts, Qualified Accounts, Savings Accounts 

    Please list all available information: Financial Institution, Account Type, Account Value, Available?, Monthly Contribution, Available?

    Redirected Money

    (5% to 10% a year or 72T)

Submit

Location

1488 Merrill Ave
Wausau, Wisconsin 54401
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Toll Free: (800) 809-5638
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Office:      (715) 675-1900
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  • Home
  • What is Infinite Banking?
  • Education Center
    • Recommended Reading
    • Webinars and Seminars
  • About US