Pro Client Guide

Jeremiah Cox

Jeremiah Cox

Jeremiah Cox, Pro Client Guide, brings over two decades of entrepreneurial and credit optimization expertise to his newest venture in strategic life insurance planning. His unique background in building successful businesses and maximizing credit strategies provides clients with fresh insights into building and protecting wealth.

Background and Expertise

Beginning in the late 1990s with his Life, Health, and Accident insurance licenses along with NASD Series 6 and 63 Securities Licenses, Jeremiah built his career understanding how money and credit work. As a former Licensed Personal Banker with U.S. Bank, he discovered his passion for analyzing credit reports and identifying strategic ways to restructure debt to benefit his clients.

This experience led him to establish his own mortgage brokerage, where he found deep satisfaction in taking clients’ personal credit reports, analyzing them, and identifying strategic ways to restructure installment and revolving debt — using the home mortgage as the flagship product. His ability to create strategic plans helped clients improve their financial positions while saving substantial money on interest payments.

Notable Achievements

  • Eagle Scout with leadership and community service experience
  • Founded and operated multiple successful businesses including:
    • Mortgage brokerage
    • Mobile phone store
    • Telecom consulting company
    • Digital marketing agency
    • Used car dealerships
  • Co-Founder of the iiNCHES Foundation for Daily Progress

Specialties

  • Credit and debt optimization strategies
  • Personal and business credit leveraging
  • Strategic financial planning
  • Asset acquisition optimization
  • Protected wealth building solutions

Philosophy and Approach

Jeremiah believes that ALL people should understand the power of strategic life insurance as an “Ultimate Asset” when properly structured and funded. His approach prioritizes:

  • Strategic use of personal and business credit to buy assets below market value
  • Disciplined direction of profits into protected wealth building tools
  • Education and empowerment of clients to take control of their financial future
  • Creating sustainable legacy plans that benefit future generations

Current Focus

As Co-Founder of the iiNCHES Foundation for Daily Progress, Jeremiah partners with award-winning sports broadcaster Alema Harrington to educate high school and college students about financial literacy, career discovery, and life planning. This aligns with his newest passion: helping clients understand and implement strategic life insurance solutions as a cornerstone of their financial future.

Through both the foundation and his work with individual clients, Jeremiah focuses on:

  • Teaching strategic financial planning principles
  • Optimizing credit positions and debt structure
  • Implementing protective wealth building strategies
  • Creating educational curriculum for financial success

Unique Perspective

Having built and owned multiple businesses through various economic cycles, Jeremiah recognized that many successful people still lack a crucial element in their financial strategy: protected, efficient wealth building tools. This realization led him to embrace strategic life insurance as a powerful solution for his clients’ long-term financial success.

His personal life reflects his professional values – married for over 25 years with four sons, Jeremiah is passionate about helping families create lasting financial legacies. His commitment to financial education extends beyond his professional practice to his role in developing curriculum that will impact future generations through the iiNCHES Foundation.

For consulting inquiries or to learn more about strategic life insurance solutions: Email: JC@insuranceandestates.com.

10am-6:30pm ET (M-F)

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The Best…

Barry is hands down the best advisor in whole life insurance and provides unbiased advice for whole life insurance policies for Cash Value life insurance for IBC or infinite banking. Heโ€™s equally intelligible about creating a trust to protect your family and legacy. Heโ€™s someone that genuinely cares about protecting my familyโ€™s future and legacy and someone I would call a genuine friend. I will definitely be working with him again in the future as my needs continue to grow.

Trust Pilot
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The Best!!!

Barry and his team are not only very knowledgeable, they are also attentive, responsive and very transparent in their dealings. Iโ€™m very satisfied with their communication, professionalism and overall service provided.

Trust Pilot
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Barry is simply the bestโ€ฆ

Barry is one of the best insurance agents by far. He is so professional and very knowledgeable โ€“ an expert. Barry has helped me and my husband with all our insurance needs. I trust him and he truly has become a part of my family and would definitely recommend him to anyone. Keep up the great work.

Trust Pilot
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Barry and his team are fantastic!

Barry and his team are fantastic. Barry is incredibly knowledgeable in all things insurance, and walked me through the process step by step and was very patient. Would highly recommend!!

Trust Pilot
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Perfect for business owners

Barry has expertise needed for business owners and found the best solutions for my situation. Professional and efficient.
– Jerry M

Trust Pilot

Barry's Top Webinars

Ibc Secret

Infinite Banking: Secrets to Becoming Your Own Banker

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Real Estate Cash Flow Multiplier

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Mastering Life Insurance Loans

The Infinite Banking Concept For Real Estate Investing

The Infinite Banking Concept for Real Estate Investing

Infinite Banking Vs Stock Market Returns

Infinite Banking vs Stock Market Returns

Self Banking Blueprint
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Money Secrets of the Wealthy
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