
Q&A SESSION
THE INFINITE BANKING CONCEPT:
THE FOUNDATION TO BUILDING
FINANCIAL FREEDOM
Jun 25th, 2024 5:00 pm EST
Thank you for attending our recent webinar on the Infinite Banking Concept (IBC).
We hope you found it insightful and informative.
What You Learned:
1
Basic Principles
and Concepts
behind IBC:
Understanding the basic principles and concepts behind the Infinite Banking Concept, including how it differs from traditional banking and investing.
2
How to Create
Your Personal
Banking System
Learn how to leverage a whole life insurance policy to create a personal banking system, allowing you to borrow against the cash value of the policy to finance purchases, investments, or other expenses.
3
Tax
Advantages
of IBC:
Explore the tax advantages associated with the Infinite Banking Concept, such as tax-deferred growth and the ability to access cash value tax-free through policy loans.
4
How IBC Compares
to Other Financial
Strategies
such as investing in the stock market or real estate
Have Questions?
Join our special Q&A session where you can get personalized answers
and deepen your understanding of IBC.
Your Hosts

Tom Suvansri, MBA
Founder
Wealth Strategist
Investment Advisor Representative
Authorized IBC Practitioner
Tom Suvansri holds an MBA in finance from Penn State University, and after working in the pharmaceutical industry for 20+ years, he founded Perennial Pride which allowed him to leave his corporate job and pursue his passion and purpose. The mainstream financial advice keeps control of most Americans wealth and puts families at higher risk than necessary. Tom teaches principles and strategies that help families take ownership of their financial lives. This helps his clients put money in its place as just a tool to help them own and design the life they truly desire. His work is informed by his life experiences, in particular watching his parents, who lacked financial literacy, lose control of the wealth they worked so hard to build. This very personal motivation drives Tom to serve the families, professionals, and business owners he works with to help them establish control, freedom, and certainty over their finances.
Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time.

Bruce Wehner
Chief Cash Flow Strategist
Educator and varsity head coach.
Investment Advisor Representative
Authorized IBC Practitioner
Bruce Wehner is the Chief Cash Flow Strategist for The Money Advantage, designing and communicating the individualized solutions that help our clients increase their cash flow and financial control. He oversees the client experience and serves as the lead advisor and director of our advisor team. He also appears weekly as the Co-Host of The Money Advantage podcast, bringing his years of industry experience to provide context, stories, depth, and wisdom to our educational content.
Bruce spent 17 years as an educator and varsity head coach. During that time, he began his career part-time in the financial services industry. Developing upon his early entrepreneurial roots from working in his father’s service station and running a trapping business through high school, he began his full-time entrepreneurial career as the owner of an automotive service and repair shop in 2002. Since 2007, Bruce has been an entrepreneur in the wealth industry, working with e3 Consultants Group, and now serving as a resource for The Money Advantage since its inception in 2017.
Bruce Wehner is an Authorized Infinite Banking Practitioner with the Nelson Nash Institute. He not only teaches clients how to use the Infinite Banking Concept, but he also models it in his own life. Business owner, real estate investor, and the owner of multiple specially-designed whole life insurance policies, he is familiar with implementing and practicing the Infinite Banking strategies. He is a lifelong learner who enjoys reading cutting-edge material on how mindset affects money decisions.
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