A business owner and a seasoned financial advisor leaning in together over a strategy document in a modern office

Private Banking in Houma: How Properly Designed Whole Life Builds a Cashflow Bank

The phrase “private banking” — or Infinite Banking — gets used loosely, and often incorrectly, online. You’ve probably heard pitches promising you can “be your own bank” or “pay yourself interest.” In the context of properly designed whole life insurance, those are misleading oversimplifications. Here is the no-nonsense version: what the strategy actually is, how…