Why request an Analysis?

When you request a FREE Analysis by submitting the form to the left, you’ll learn:

  • The guaranteed minimum value of your retirement savings on the day you plan to tap into them… and at every point along the way
  • How much you could increase your lifetime wealth – just by using the Bank On Yourself strategy to pay for major purchases, rather than by financing, leasing or directly paying cash for them
  • How you can achieve your short-term and long-term financial goals in the shortest time possible – without taking unnecessary risks
  • How much income you can count on having during your retirement years
  • Answers to other questions you may have

No two plans are alike…

Your policy will be custom tailored to your unique situation, goals and dreams, and there is no set amount you need to put in to start a policy. As a general guideline, plans funded with a minimum of $300 a month grow more efficiently, and you can put in as much money as you wish. (The upper limit is determined by your income and assets).

Don’t rule yourself out…

Not sure you can set aside at least $300 a month to grow your wealth safely and predictably?

The Bank On Yourself Professionals are masters at helping people restructure their finances to free up more seed money to fund a plan that can help you reach your goals and dreams – without the risk or volatility of traditional investments.

After you see your Recommendations…

You will know if this strategy makes sense for you or not. If it does, the Professional selected for you will help you implement your custom-tailored program and provide ongoing guidance on using it to maximize your lifetime wealth and minimize your taxes.

The Professional will recommend the insurance company that has the best product for your situation, and it will be among the financially strongest life insurance groups in the country. The Professional will not charge you any fees – they receive a commission from the insurance company, which is typically 50-70% less than if your policy were designed the traditional way.

Get started today!

To get your free Strategy Session and a referral to a Professional, fill out the form on this page. The only regret most people have about Bank On Yourself is that they didn’t start sooner, so request your Analysis today!

To get your free Strategy Session and a referral to a Professional, fill out the Analysis Request form here. The only regret most people have about Bank On Yourself is that they didn’t start sooner, so request your Analysis today!

Yes, I want my free Analysis and Strategy SessionYES! I want my FREE Analysis and Strategy Session

When you request your FREE Bank On Yourself Analysis by submitting the form below, you’ll receive a referral to Mark Willis or one of his associates licensed in your area who will discuss your situation with you and strategize ways to help you reach your financial goals without taking unnecessary risks. There is no cost or obligation.

Once you request your Strategy Session by submitting this form, your Bank On Yourself Professional will contact you by phone or email within two business days.

Click here to find out what you’ll discover when you request your free Strategy Session.

FREE Analysis and Strategy Session

Your privacy is important. We will never give, lease or sell your personal information.
* Required fields The Bank On Yourself Professional selected for you will need to be able to contact you. Your information will never be traded, rented, sold or abused in any way. 

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If you, or your spouse, are licensed to sell life insurance or securities, do not submit this form. Instead, please take the first step to learn how to do this for yourself and your clients.


If you hit the button below, your information will be sent to Bank On Yourself but will be regarded as ineligible.



By submitting this form, you authorize Bank On Yourself and a Bank On Yourself Professional to get in touch with you at the contact information you provided above regarding your Free Analysis and related information. Bank On Yourself and Strategic Education Technologies, LLC will treat the personal information you submit as confidential and will not share, rent, sell or disclose the information to anyone outside of its internal representatives or Professionals except as necessary to process your request or as required by law. You also authorize Bank On Yourself to send you timely briefings and recommendations to critical news and events that may impact your finances. Each briefing has a clearly marked unsubscribe link that is respected. By submitting this form, you certify that you are age 18 or older. Bank On Yourself Professionals will provide independent recommendations, which may or may not be based on the educational information provided by Bank On Yourself. To preserve your confidentiality, neither Strategic Education Technologies, LLC nor Bank On Yourself can monitor or control the recommendations made by Bank On Yourself Professionals, and shall not be held liable for any recommendations made by any Bank On Yourself Professional.