Infinite Banking eCourse > Lesson 9
Take Action: Create a Plan and Book a Call
Lesson 9 of 9 · About a 4-minute read · By Lane Kawaoka, PE · Updated November 2026
Short answer
Getting a policy starts with a design conversation and an illustration built around your goals and how much you can fund. This lesson shows what an illustration walkthrough looks like and how to book a call.
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An example of walking through an illustration with Tyler
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Key takeaways
- An illustration is a projection, not a promise. Look at both the guaranteed and non-guaranteed columns.
- Design around your funding over the next few years and your liquidity needs.
- Bring your CPA into the conversation before you fund.
Talk it through with us
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This is educational content, not investment, tax, legal or insurance advice. We are not attorneys, CPAs, financial planners or licensed insurance agents. Policy features, dividends and costs vary by insurer and design, and dividends are not guaranteed. Tax law changes and results depend on your situation; consult your own CPA, attorney and a licensed insurance professional. Private investments are illiquid and carry risk, including loss of capital. Offerings are available only to accredited investors and only through offering documents. Please let us know if you need a referral to a 💼 CPA, ⚖️ lawyer or other vendor here.