Learn how to create wealth, protect your family, and build tax-free retirement income using exclusive private banking strategies.


We are an independent educational organization dedicated to helping families and business owners understand tax-advantaged financial strategies. Our licensed life insurance advisors specialize in Indexed Universal Life (IUL) policies and annuities, serving clients nationwide (except New York). Our mission is to fight financial illiteracy, empower individuals to build tax-free wealth, and protect their legacies through proven strategies the wealthy have used for generations.

Financial Education: Workshops, webinars, and one-on-one consultations.
Tax-Advantaged Retirement Strategies: Learn how to use policies designed for tax-free compounding growth.
Private Banking Strategies: Turn your expenses and debts into wealth-building tools.
Executive Bonus Plans: Show business owners how to reward and retain key employees while building their own wealth.
Business Owner Cash Flow Hacking: Show business owners how to compound on payroll and other fixed expenses creating more legacy and tax free wealth.

Discover the strategy the wealthy have used for generations.
Protects your family in case of death, injury, or illness.
Builds tax-free retirement income.
Creates generational wealth.
Create uninterrupted liquidity.
And much
more.
Join one of our free educational webinars or watch our video library to see how these strategies could change your life.
We believe education comes first. That’s why families, professionals, and business owners across the country trust us to guide them through financial literacy and tax-advantaged planning.


The National Tax Benefits Council is an independent educational organization. We do not provide tax, legal, or investment advice. Insurance and financial products are offered through licensed professionals. All strategies discussed are subject to suitability review. Past performance does not guarantee future results.
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