You wouldn’t climb Mount Everest without the proper guide, so why would you trust your financial future to just anyone?

Sage Wealth Strategy

Infinite Banking Concept


As a certified Infinite Banking Institute Practitioner, Sage Wealth Strategy is a trusted source to teach clients the value of using properly structured whole life insurance to build multi-generational wealth. Understanding how money can work for you is vital to making sound financial decisions now and in the future. The Infinite Banking Concept simplifies the process by taking the theoretical and moving it into the practical. Sage Wealth Strategy will equip you with the right mindset and tools so that you can begin making mountains out of molehills.

Sage Wealth Strategy

Retirement Planning


It’s never too early to start planning for retirement—but you do have to plan. After all, you don’t want to run out of money during retirement! Taking the time to plan now rather than later will help ensure your money is there when you need it. Not only will we help you identify your goals for retirement, but we will teach you strategies to build up a warehouse of wealth, using your own money, so you can make those goals a reality and retire to a life you love.

Sage Wealth Strategy

Pathway to Prosperity


Taking back control of your finances and developing a “money mindset” is the first step to starting the trek up Money Mountain. Sage Wealth Strategy will be your guide as we help you decide which trail works for you, and we’ll be sure to pack the essentials—our expertise and financial tools—to make conquering the mountain easy. Sure, there will be peaks and valleys—there always are! But with our help, the Path to Prosperity is just a step away.

Sage Wealth Strategy

The Sage Wealth Strategy

By becoming an agent and/or representative of The Sage Wealth Strategy you will not learn the skills necessary to take back control of the banking function, but you will be provided additional education on how money work AND how to make it work for you and you clients.

Banking Truths


Financial Control


Becoming Your Own Banker

Becoming Your Own Banker© is a text for a ten-hour course of instruction about the power of dividend-paying whole life insurance. It is not a sales tool for life insurance agents.  It is education that the life insurance industry should have taught during the last 200 years.

becoming your own banker
building your warehouse of wealth

Building Your Warehouse Of Wealth

In BUILDING YOUR WAREHOUSE OF WEALTH, Nelson Nash provides another generous helping of his inimitable wit and financial wisdom. Longtime fans will recognize the themes, but will be delighted by new material and insights.


You wouldn’t climb Mount Everest without the proper guide, so why would you trust your financial future to just anyone? Start the process of taking control of your financial future by signing up to receive updates from Sage Wealth Strategy. Let us be your guide!