The Blue Collar Banking Method

Blue-collar businesses often face cash flow problems due to limited capital and credit, making it hard to grow or handle surprises.

The Blue Collar Banking Method is a simple strategy that helps business owners take control of their money using a special type of life insurance policy. Instead of relying on banks, you build your own source of funding, so you can access cash, grow your wealth, and keep your money working for you with tax advantages and flexibility.

It’s smart banking for those who do business the hard way... the right way.

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Blue Collar Banking Method | 3 Step Setup

Step 1

Education & Financial Review

We start by teaching why and how the Blue Collar Banking Method works and review your current financials. We evaluate your business cash flow, debts, and goals to see how this strategy fits with your situation.

Step 2

Health Check

Since we use properly structured life insurance, you’ll need a simple health review. This helps determine your rating and ensures the policy is correctly set up.

Step 3

Strategy & Implementation

We design a custom plan based on your approved health rating. This includes clear illustrations and policy design. Once issued, your system is ready to grow and provide access to capital.

Ongoing Support

We review your policy at least once a year and help adjust, as needed. You can also reach out anytime for strategy sessions, funding decisions, or questions We’re here for the long haul.

Ready to take Control of your cash flow?

Let’s begin with a conversation. Take the first step to becoming your own bank by scheduling time with one of the Blue Collar Banking Method team members. We can’t wait to assist you on this journey.

Book A Meeting