If you’re interested in signing up for a free 30 day trail of Policy Stack (click here)In today’s interview I sit down with my friend, client and founder of Policy Stack Natalie Siedschlag to talk about what may become one of the most important tools in the Infinite Banking and family banking space.PolicyStack is designed to help policy owners and advisors finally see the full picture of their banking system in one place, including cash value, policy loans, repayments, capital deployments, net worth, goals, and long-term financial strategy. Instead of relying on scattered carrier portals, spreadsheets, screenshots, and memory, PolicyStack gives families and advisors a clearer operating system for managing whole life policies with more intention and control.We talk about why visibility matters, how better tracking can create better client engagement, how AI can help analyze policy data, and why this type of platform could help turn one-time policy buyers into lifelong, active family banking clients. Natalie also shares her vision for building PolicyStack, keeping it affordable, supporting advisors, and creating a platform that can serve the broader Infinite Banking community for years to come.Follow policy Stack on YouTubeCheck out Policy Stack on Facebook

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In this episode I sit down with my friend and client, Natalie S., to discuss something she's been building for the last six months that I believe has the ability to change the infinite banking space.

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