Carl Rogers, CLU, ChFC, AEP

Since 1982 Carl has solidified his reputation as a trusted financial advisor and consultant. Based in Charlotte, North Carolina, Carl is renowned for his knowledge and extensive experience as a coach in the Infinite Banking Concept® (IBC), helping his clients unlock the full potential of IBC. From individuals looking to secure their financial futures to businesses seeking to optimize their capital management, Carl has guided them in harnessing the benefits of IBC to their advantage.

Carl’s commitment to his clients is evidenced by his dedication to education and empowerment, ensuring that each client fully understands the principles of IBC. His approach is marked by transparency, integrity, and a steadfast commitment to the financial freedom and prosperity of his clients.

David Rockett

Licensed in life insurance and as a Series 7 stockbroker for many years, David became heavily committed to Charitable Gift & Legacy Planning, and in the mid-1990s adjusted the focus of his practice to align with this commitment. Reading Nelson Nash’s book Becoming Your Own Banker was life changing and the inspiration for a career restart. David is privileged to apply Nash’s Infinite Banking Concept® to Charitable Gift & Legacy Planning & Retirement.

David’s clients include those with generous hearts who possess assets beyond their own family needs and a strong desire to give more. In addition, they share an aversion to the real risks and volatility of Wall Street, and are predisposed to value the guarantees and security of properly designed IBC whole life policies. The creative possibilities are endless!