Barry Brooksby, Pro Client Guide, is our resident Infinite Banking Practitioner. He has been helping clients take control of their wealth for over 25 years and offers clients an extensive background in large scale real estate investing and financial services.

Background and Expertise

Nearly thirty years ago, Barry was the Director of the Guitar Education Program at Southern Utah University. His summers would slow down with the university schedule, and he was looking for more ways to help people and create additional income. A friend, who was a traditional financial advisor, introduced Barry to financial services.

Finances and investing resonated with Barry because he’d grown up in a household watching his parents, who were real estate investors, making very financially savvy decisions. So, he learned about real estate flips and buy and hold strategies at a young age and it wasn’t a stretch for Barry to dive into serving as a financial advisor.

It didn’t take long before Barry was working regularly with clients, setting up IRAs, mutual funds and variable life products. But within a year or two, these financial clients began approaching him and asking, “Why am I not making money?”, “Why am I losing money?”, “Where are the great returns we thought we’d get?”. He approached his mentor in financial services who told Barry to tell clients, “They’re in it for the long haul”. This didn’t sit well with Barry and he began to lose sleep at night over the shortcomings of the conventional planning options he’d been trained to provide.

Barry began to look for solutions and more solid investments. He became actively involved in large scale real estate ventures, co-founding a “trust-deed” investment company in Las Vegas and ultimately managing a portfolio in excess of 100 million dollars.

In those days, Barry’s “trust-deed” investor clients were getting an average of 12% returns on their loan proceeds. But, that boom didn’t last long and in 2008-2009, Las Vegas was among the worst impacted by the housing market crash. Barry quickly pivoted into buying foreclosures, but not without a few battle scars. As he recovered, Barry was involved in many rehabs and flips during those “down market” years.

In 2010, Barry and a colleague started a whole life insurance business, which was mainstream in nature, offering products and solutions that were designed toward goals like estate planning. But his clients started asking Barry about Nelson Nash and a concept called “infinite banking”.

Barry was intrigued and as he looked into Nash’s teaching, something clicked as he realized that this was an approach he could use for real estate investing that could deliver no lost opportunity costs for his money.

More specifically, Barry discovered that he could take the same money that he’d previously been investing in real estate and have it working in 2 places at the same time, both in his policy and his investments.

Barry’s knowledge and prior experiences taught him that the wealthy leverage their assets and this fueled his belief and exploration into Nash’s concept. Eventually, he knew he’d found a new and better financial vehicle for helping people leverage their
own money and since that time, Barry has never looked back.

Barry is a big believer in aggressively funding the cash value inside of policies – even at the expense of reduced commissions. He often debates others in the industry on this issue of policy design and has held fast to his findings that aggressive cash value funding and term blending will deliver the best overall outcome for almost all clients.

Barry’s sole focus remains giving clients the “best of the best” policy to suit their goals.

Professional Achievements

• Awarded Top Performer for several Top Mutual WL Companies
• Authorized Nelson Nash Infinite Banking Practitioner
• Author of several books on infinite banking and creating tax free income
• Creator of the Amazing Life Agent program
• Featured on several national podcasts

Areas of Expertise

• Real Estate Consulting
• Wealth Accumulation Mentorship
• Infinite Banking Coaching
• Agent Training

Philosophy

Barry has built his expertise and career on always doing what is best for the client. He is a person of strong faith in God, and his moral compass has guided Barry throughout his financial coaching journey. 

Barry believes that people need to be in control of their money and that most people are led to relinquish that control to others. While he believes a team of experts is necessary, giving up total control to other “advisors” is unwise and makes others wealthy. 

So he prioritizes:  

• Delivering the right policy, proper strategy and clear training to empower every client to take control of his/her finances
• Vetting and updating best companies regularly to assure that clients are set up for success

Current Focus

• Creating amazing education programs and content to help consumers understand the benefits of properly designed whole life
• Giving clients the best chance at a better future through advantages like tax free retirement income

Unique Perspective

Barry believes in relieving suffering by giving people a financial alternative that offers control and peace of mind. Barry also advocates the power of shifting your mindset, when faced with confounding problems or patterns that simply aren’t working whether mental, physical, emotional or spiritual. 

In his life endeavor of educating people in proper financial principles, Barry is relentless because he sees this as a spiritual endeavor. In Barry’s words, all truth, including financial truth is spiritual truth. He sees that people need a proper, secure foundation in financial wisdom and planning.