Education First

Start With a Conversation, Not a Commitment.

The first step is not choosing a product. It is understanding where you are, what you are trying to accomplish, and whether the financial concepts we teach align with your priorities.

Legacy Life & Retirement begins with education so you can make a more informed decision without pressure or obligation.

Book Your Free Strategy Call

Who the Call Is For

A good fit if you’re exploring any of these.

Families seeking greater financial control

Business owners and entrepreneurs

People researching Infinite Banking

People reviewing retirement or long-term care needs

People who want clearer cash-flow and debt-payoff education

The Process

Two focused conversations.

Call One

General Introductory Call

45 minutes • Phone

  • Current financial situation
  • Financial priorities
  • Experience with Infinite Banking
  • Current level of financial education
  • Initial questions
  • Whether a deeper conversation makes sense

Call Two

Deeper Education and Strategy Conversation

45 minutes • Phone

  • What you’re trying to accomplish
  • Potential Infinite Banking applications
  • Cash-flow and funding considerations
  • Broader protection and retirement priorities
  • Questions about process and implementation
  • Appropriate next educational steps

This second call is an education and strategy conversation. It is not guaranteed individualized financial advice.

What to Expect

  • A phone conversation
  • Clear education
  • Questions about goals and priorities
  • Time to ask questions
  • No obligation to move forward
  • No pressure to make an immediate decision

What This Call Is Not

  • Not a high-pressure sales call
  • Not a promise that Infinite Banking is right for every person
  • Not individualized tax or legal advice
  • Not a guarantee of financial performance
  • Not a substitute for qualified legal, tax, or investment professionals

Client Experiences

Education, patience, and clear guidance.

Jake R

Jake R

Client Experience

I couldn't be happier to have found Shawn when I did, except to say I wish I had met him sooner. I reached out to Shawn to look into something I had been thinking about for two years and since that day only a few short months ago he has been a weekly presence in my journey to the kind of financial independence I had been looking for.

Full of knowledge, and relatable experience, it has been a very growth oriented period since I met him. From books to read, to podcasts and concepts to research, to meeting in person just to talk thru what Being your Own Bank is, and how to get there, Shawn treats you like you're his only client.

I am extremely grateful for his patience through the application process, his constant motivation, and for being the catalyst for getting me on the true path to financial independence through Infinite Banking.

Devin S

Devin S

Client Experience

Working with Shawn has been a very positive and eye-opening experience. From the very start, he has provided me with resources, education, and ongoing support that gave me a much clearer understanding of infinite banking and how it can truly benefit my family for years to come. Shawn has walked with me through every step of the process, making sure I felt confident, comfortable, and fully informed about the decisions I was making. He doesn't just present information; he takes the time to explain, answer questions, and make sure I understand how the strategies apply to my situation.

What stands out most is that Shawn is not only professional and knowledgeable, but he also comes across as a genuine family man who really cares about helping others. His passion for teaching and spreading the value of infinite banking shows in the way he communicates and the patience he has in guiding people through what could otherwise feel overwhelming. I've come away from this experience with peace of mind, knowing that I've put something in place that will create security and opportunity for me and my family. I would gladly recommend Shawn to anyone looking to take control of their financial future through infinite banking.

Luther D

Luther D

Client Experience

Shawn King made getting my infinite banking style policy an incredibly easy process. He has a true gift for breaking down complex financial concepts into simple, understandable terms. His expertise and patience gave me complete confidence in my decision. It's clear he is passionate about educating and empowering his clients. I highly recommend Shawn to anyone exploring this powerful financial strategy.

Book Your Call

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Frequently Asked Questions

Good to know before you book.

No pressure. Just a clear, honest conversation.

You’re simply starting with education. Whether or not Infinite Banking is right for you, you’ll leave the call with a clearer understanding of your options.

Book Your Free Strategy Call