Where do I start?

The process involves a few steps: first, you’ll complete a client form and schedule an initial consultation. There we educate you on what we do and how we do it. If you wish to move forward, you’ll complete an intake sheet and return it back to the Digital Agent you met with. We then perform an in-depth analysis of your financial situation (intake sheet).

Once the analysis is complete, we’ll meet again to present your personalized debt-free plan, including the date you can expect to be completely out of debt.

The entire process may take a few meetings to ensure accuracy and effectiveness.

Can I receive an invoice for my transaction?

Once we’ve helped you eliminate your debt, we focus on turning your saved money into wealth. We use David Weiner’s trademarked strategy “Banking Like a Bank,”™ which allows you to create your own personal bank using our technique developed over David’s 40 year career, the Indexed Universal Life (IUL) insurance contract, . This method offers 100% no risk, no fees, and lets you grow your wealth while having access to it whenever you need it, just like the ultra-wealthy do.

How is your “Reactive technology” different from debt consolidation or refinancing?

Unlike debt consolidation or refinancing, our system doesn’t combine your debts into one or change your loan terms. Instead, it focuses on optimizing your payments to save on interest and reduce your overall payment timeline. There’s no need to take on new loans or alter your existing credit agreements.

Do I need to change my budget or lifestyle to make this work?

No. One of the key advantages of our system is that it doesn’t require budget changes, cutting expenses, or taking on additional jobs. You’ll be able to follow the plan using your existing income and expenses, as the system optimizes what you’re already doing to reduce debt faster.

What types of debt can your system help with?

Our system can help you pay off a wide range of debts, including mortgages, student loans, credit card debt, auto loans, and personal loans. Whether you have one or multiple debts, our technology will create a customized plan that works for your financial situation.