Insurance and Infinite Banking

I am a licensed life and health insurance agent and a senior transition specialist. I help people find coverage that fits them, and I explain infinite banking, also called Own Your Bank, in plain words.

Drawing of a piggy bank next to a house with a shield
Planning ahead helps protect the people you love.

I am licensed in about 12 states, including Texas, Ohio, California, Colorado, Maryland, Wisconsin, North Carolina, South Carolina, Hawaii and Florida. If you live in a new state, I can get licensed there for you. It usually takes 24 to 48 hours, and sometimes a week or two. So I can help people in any state.

Insurance note: I am a licensed life and health insurance agent in about 12 states, including Texas, Ohio, California, Colorado, Maryland, Wisconsin, North Carolina, South Carolina, Hawaii and Florida. This page is for learning only. It is not tax, legal, or investment advice. Every plan has its own rules, costs, and limits. Your results depend on the policy, the company, and your own choices. Talk with a qualified pro before you buy.

Questions People Ask

What kinds of insurance does Ted help with?

Life and health insurance. I also help seniors as a senior transition specialist.

What is Own Your Bank?

It is another name for infinite banking, an idea that uses a type of whole life insurance. See my guide page to learn more.