Get to know us.
It’s why we get up every morning. It’s an opportunity to affect change in people through altering their life, legacy, and financial future through the infinite banking. By putting money back into your pockets and not the pockets of lenders, we empower people everyday to live from a fearless financial future.
At Alpha Omega Wealth, we have over 100 years combined of experience in offering insurance and financial services which are custom-fitted to business owners, professionals and entrepreneurs.
Our professional team of experts will show you how to build on a 200+ year proven method on becoming your own banker. The advantages of Private Family Banking are:
- Controlling Your Own Capital
- Financing Equipment, Real Estate and Business Expenses
- Funding College and Retirement
- Paying Mortgages and Reducing Debt
- Enjoying Asset Protection
- Recycling Your Own Money
- Recovering the Interest Previously Paid to Others
- Avoiding Stock Market Volatility
- Utilizing a Generational Planning Tool
- Keeping more for your family and paying less to corporate banks, finance companies, and the government!
Contact Alpha Omega Wealth today to Become Your Own Banker and unlock the vault to your financial success.
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Why Should You Enroll in an Advanced Course on Money
We have been teaching our clients the process of private family funding longer than anyone else!
We are among the most tenured and experienced practitioners in the United States, with 40 years of experience in private family funding or IBC.
We are an independent firm, representing our clients to the most reputable carriers, chosen according to our Clients’ best interests.
The CEO of Alpha & Omega Financial is the author of cutting-edge articles on the subject and…
- Is admitted to the Nelson Nash Institute as an Authorized Practitioner.
- Is a Charter Member of The MasterMind Group, the leading, invitation-only study group on private banking.
- Is a Participant and Presenter at Infinite Banking Think Tank, a national symposium for IBC advisors held annually in the author’s home city.
- Was personally involved in proposing and testifying before the Nevada State Legislature; as well as the successful passing and signing into law of S.B. 348 (2011) for the unlimited protection of insurance and annuity cash values in the state of Nevada. (15 states have similar laws – most states have limitations on this protection)
- Holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) credentials from the American College, Bryn Mawr, Pa.
- Is a Member in good standing with the National Association of Insurance and Investment Advisors (NAIFA) recognized as the oldest and largest advocacy association in the U.S. (See the NAIFA Code of Ethics, then ask your professional if he or she is member – and if not, why not)
- Is a Member in good standing with Million Dollar Round Table for over 28 years. MDRT is recognized in over 130 countries as the top sales organization for financial professionals. (MDRT should be the minimum standard for professionalism and proficiency in the investment and insurance industry. See the MDRT Code of Ethics – then ask your professional if he or she is member – and if not, why not)
What We Do for You
We conduct regular seminars on private banking for professionals and clients.
We have dedicated facilities for IBC teaching, briefings, study groups and education on private wealth management.
We maintain in-house administration and support services for our clients’ management of their family banking systems.
We consult with our clients’ legal and accounting advisors for the most effective methods for the implementation of private banking (IBC).
Our firm has implemented over $100 million of life insurance each and every year for the past 30+ years, for individuals, estate and business owner clients.
If you are interested in becoming your own banker, contact us today to get enrolled in a seminar to learn more.