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 CallWho 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
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
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
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
Choose a time that works for you.
Pick a slot below. If the scheduler doesn’t load, use the button to open it in a new tab.
Loading the scheduler…
Open Scheduler in New TabFrequently 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