Become a Bank On Yourself Professional

Are You Up for the Challenge of Becoming a Canadian Bank On Yourself® Professional?

Are you a Canadian licensed life insurance agent interested in a challenging and rewarding career? Have you heard of the Bank On Yourself® concept and wondered how it works in Canada? Or, if the concept is right for you as an agent? Let’s explore why becoming a Bank On Yourself Professional could be a great career move for you!

What is Bank On Yourself®?

Bank On Yourself is a financial concept developed by Pamela Yellen in 2002 that applies to a specific way to structure high-yielding participating (AKA dividend-paying) whole life insurance policies to maximize the growth of the cash value in the policy, to help clients achieve their financial goals and dreams.

Bank On Yourself Professionals are trained with the knowledge to structure participating whole life insurance policies using the Bank On Yourself concept to provide clients with a range of benefits from guaranteed growth, to access to equity and greater financial control and liquidity, all while minimizing unnecessary risks.

Why Become a Canadian Bank On Yourself® Professional?

Becoming a Canadian Bank On Yourself Professional is a challenging but rewarding career choice. You'll be joining a growing community of just over 200 financial professionals across North America who are dedicated to helping clients achieve greater financial security and autonomy than they could ever have imagined.

Here are a few reasons why you should consider becoming a Canadian Bank On Yourself Professional:

Helping Clients Achieve Financial Security

As a Bank On Yourself Professional, you'll be helping clients achieve their financial goals and dreams by using a powerful financial tool that most people aren't aware of, particularly in Canada. You'll be providing clients with a way to save for their future with an alternative asset class that provides guaranteed growth and access to the equity in the cash value of the policy, multi-generational wealth strategies, financial protection, tax advantages, and extra growth potential, all while minimizing unnecessary risks.

Growing Demand for Bank On Yourself® Professionals in Canada

As more people become aware of the Bank On Yourself concept, the need for life insurance agents trained and specialized in the Bank On Yourself concept across Canada is growing. .. If you possess the right qualifications and attitude to become a Bank On Yourself Professional, you could be a valuable asset to this untapped, in-demand industry.

Career Growth Opportunities

As a Canadian Bank On Yourself Professional, you'll have opportunities for career growth and advancement. It is a well-respected concept in our industry that has had a Canadian presence for over a decade! You'll be working with clients from all walks of life and helping them achieve their financial goals and dreams. You could also have an opportunity to earn a good income while doing meaningful work.

Qualifications and Training

If you're interested in becoming a Canadian Bank On Yourself Professional, you need a life insurance license and at least one year of work experience in financial services. You should also own a participating whole life insurance policy or be, prepared to get one before becoming accredited as a Bank On Yourself Professional.

But past success isn't the only factor considered. An attitude and a willingness to be mentored by others are also attributes needed to be successful.

The Bank On Yourself Professional training program is designed to teach you everything you need to know about the concept, technical information, and policy design. You'll learn how to help clients bypass traditional finance institutions to become their own "bankers" and gain control of their finances.

There’s No Time Like the Present, Apply Today!

Becoming a Bank On Yourself Professional could be a great career move for Canadian licensed life insurance agents looking for a challenging and rewarding career. You'll be joining a growing community of financial professionals dedicated to helping clients achieve greater financial security and autonomy.

If you think you have what it takes to become a Bank On Yourself Professional, take the next step to be considered for the program by completing the application form below. We look forward to hearing from you and helping you achieve your career goals!