Dale Carnegie trainer Troy Trelevan discovered Infinite Banking through his brother and Grok, then dove deeper with Ascendant videos and representatives. He switched because the concept lets you keep wealth in the family instead of giving it to banks.
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I dug into the book and I think I'd had it read within three days. And since then, it's just been crazy.
We're joined by the incredible Troy Trelevan, who is a corporate trainer decades with the Dale Carnegie organization in Canada, in the Ontario and the Maritimes environment.
Send this stuff came up most credible, wasn't hyped. And I saw something online about how you could do your own bank. Towards the end of one of our conversations, he goes, have you read this book? I said, well, I'd rather go to the source.
I'm just really intrigued if you can maybe share with our viewers, walk us through how the concept kind of entered your life. You kind of mentioned it's your favorite topic these days, and it seems to be entering conversations by default. So let's go. Let's rewind the tape a little bit and get to the point. Like, where did this even become something that you were deciding to look into in the first place?
Okay. Yeah. Well, it really was as recent as the spring. And I, my brother and I, we have coffee together every. He lives in town where I live, so every week or so we get together in the morning for coffee. And towards the end of one of our conversations, he goes, have you read this book? And it was like, I can't probably see it, but it's that one. And he goes, I go, isn't that, like, something that, like, I said, I've heard of it, but I. I said, I'm really not sure. And I remember years ago, back. I think I was, oh, my gosh, it should be back in, I think, before my kids were born. So my daughter was born in 2006, so it was probably 2005, and I saw something online about how you could do your own bank, right? And. But I. I remember at the time calling up a friend at Canada Life who I worked with, and I said, hey, can you. Do you know anything about, like, you can borrow from, like, an insurance policy or something? He goes, well, yeah, but, like, it's really expensive. What are you talking about? And anyway, I didn't. I just left it. And so, anyway, so in the spring, my brother says, have you ever read this book? I go, no, I haven't. Well, I got in my car as I was leaving, and I went on to, I think, a grok. And I. I said on grok, because I had the voice thing. I go, tell me about IBC Infinite Banking Policy, Nelson Nash. And because I couldn't read the book while I was driving over back to my house and so it started explaining it and I go, oh, this is cool. And then I dug into the book and I think I'd had it read within three days.
Okay, so you want to keep the wealth in the family. I get it.
I hear you. Me too.
That's why we wrote book Don't Spread the Wealth. Everyone tells you that you want to spread the money, spread the wealth around. No, no, no, you don't want to do that. You want to keep the money in the family with the people you love and care about, where it belongs for as many generations as possible. That's what we talk about in this book. In this book we have an incredible 15 page bonus you can download which instructs you on how to start the conversation with your family on annual family banking meetings, how to host them, some sample exercises and a sample agenda. Tons of amazing great benefits. Go ahead, get a copy right now. Head on over to Don't Spread Wealth. That's Don't Spread wealth dot com. Don't Spread wealth dot com. You're going to love it.
And then I, I started going online and then, and then I found like a whole bunch of videos on it and then I found Ascendant and then checked in and then I got talking to some of your people and so that was my, that was my first introduction. So. And since then it's just been crazy. Been fascinating for many in my sphere. Right, so. Right, yeah.
Well, I love the first of all. So shout out to your brother for, you know, obviously thinking enough of, of you to, to, to mention the book. He, he must have got the copy somewhere, so that's kind of cool. And you guys are probably forging ahead a little bit. Kind of, you know, obviously meeting for coffee regularly. You're, you're kind of co learning and embracing this a little bit, I'm guessing, along the way. Is that, is that, am I getting that correct?
Yeah, totally, totally. Well, Jeff, like, he's, he's been like in pharma sales a lot of his life. And so, and he and I always talk, you know, business and money and, and he's worked with me like off and on, like in coaching and that kind of thing. And so we always are sharing ideas about money and investments and things we've done over the years and we've done real estate projects together and things like that. And so yeah, money comes up a lot with family and yeah, we got talking about that and so yeah, so now we, that's every time we, we're together, we're always talking about that. And yeah, so he's very much into it.
So very cool. I love that. That's a great kind of a bonding almost area for you guys to, to continue a really cool part of your relationship. Now you mentioned that, of course, you had a little bit of the, you know, we talked before we hit the record button about the Colby Index. You mentioned that you also are an initiating quick start, like I am. That explains why when you got to your car, you had to get Grok to assist you so that not only could you be on the road driving and doing something, you could be filling your brain with what was most current in your mind. So it's kind of cool that that sounds like Grok gave you some interesting pointers that. That wanted you to get. Get further. And then you, then your next step was that you kind of went to, you know, Uncle Google and you started typing in some stuff, and that led you to YouTube, because YouTube and Google, kind of the whole combination there. And so you, you probably saw a lot of different things and at some point you circled towards, you know, the, the, the Ascendant kind of sphere. What would you say took place between, you know, first kind of Google entry to eventually landing on like an Ascendant video? What happened?
Well, the getting on the YouTube videos was like, you got a lot of stuff, obviously. There's a lot of, I think, American stuff. There's lots of different combos. You see people talking about online and things like that. And I said, well, I definitely want Canadian, like, does it work in Canada? Like, that was my first thing. And so, so I think searching Canada, like, obviously ascended comes up. I think you're the preeminent player. And. And so I said, well, that definitely is. I want to start. And so I, Yeah, so. But I like spent like, probably deep dived on it very much for a bunch of days in a row. And. But yeah, the ascended stuff came up most credible, wasn't hyped, but was, I think the integrity I saw, like the, you know, going back to Nelson Nash. His name comes up everywhere. But you guys seem to have the most credibility from everything I was seeing related to that. And so I said, well, I'd rather go to the source than just kind of like my, you know, Dale Carnegie is my company. So Dale Carnegie is like, go to the. Oh, gee.
Right.
And so that's a kind of, I think, why I probably weighed Ascendant. It was one that emerged first anyway, so that was the one that I really wanted to talk to.
At least that makes a lot of sense. Okay. You want to learn how to implement the process of becoming your own banker? It's easy. We put it together in seven steps. The exact educational path you need to be successful in this process. Go ahead. Go to seven steps ca. That's seven steps ca. And get your copy of the report right now.
