Unlimit Wealth's Financial Vision

Jordan Cole and Mike Schwallie, the founders of Unlimit Wealth, discuss the driving forces behind the creation of their company and what they aim to offer clients. They emphasize the role of education and trust in achieving financial freedom through the practice of infinite banking, a concept they learned from their mentor, Nelson. The founders highlight Unlimit Wealth’s commitment to building client relationships rather than just conducting transactions. Their plan involves customizing policies for their clients and then continuously serving, adjusting, and coaching clients based on their changing circumstances. Unlimit Wealth also aims to bridge the education and trust gap through sharing client experiences and guided learning. Schwalle and Cole elaborate on their practices, their tailored financial solutions, and their open-minded approach, hoping for their clients to see them as trustable team members to accompany their financial journey.

00:00 Introduction to Unlimit Wealth
00:27 Origins and Purpose of Unlimit Wealth
01:07 Differentiating Unlimit Wealth
04:34 The Importance of Education and Trust
06:18 Client Expectations and Experiences
06:49 The Role of Unlimit Wealth in Client's Financial Decisions
08:53 Adjusting the Approach to Policy
10:25 Unlimit Wealth's Open-Minded Approach
12:24 Conclusion: The Vision of Unlimit Wealth