Your money can work for you in two different places thanks to the Infinite Banking Concept. It’s a strategy that we’ve previously discussed with today’s guest, Dave Befort, but today we want to dive into how to truly harness the power of being your own bank.
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Fleming Financial Group, LLC dba “The Pilot’s Advisor®” will not disclose nonpublic, personal information about clients (and former clients) except as required by law and regulation. Provided it is necessary to effect, administer, or enforce certain transactions related to a client account, we may disclose such information to our clearing firms and other nonaffiliated of securities products (such as third-party vendors of advisory services and issues of securities). We will not disclose or utilize private information for any purpose other than the purpose for which you originally disclosed the information to us. Since the Fleming Financial Group, LLC dba “The Pilot’s Advisor®” does not share personal client information other than for the purpose of servicing client accounts there is no option to limit sharing. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files.
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