Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Infinite Banking’s Trademark in IULs

21 Jan 2025 · 0 min

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A short conversational excerpt from a YouTube video (recorded/uploaded January 21, 2025) in which Richard Canfield explains that “Infinite Banking” is a registered trademark owned by the Nelson Nash Institute and warns that associating the term with IUL (Indexed Universal Life) creates trademark risk. A second speaker adds that litigation commonly involves phrases like “be your own banker” and similar Infinite Banking slogans.

Questions this video answers

January 21, 2025.

The Nelson Nash Institute.

IUL is not allowed to be associated with the term 'Infinite Banking' (per Richard Canfield).

Anyone indicating, for an example, like Infinite Banking and then incorporating IUL as part of that similar description, they're automatically at a trademark disadvantage because Infinite Banking is trademarked and registered, and those assets are owned by the Nelson Nash Institute. In no way, shape or form is IUL allowed to be associated with that terminology.
And I see it a lot in my litigation where there it's some type of phrase, Infinite Banking. This, you know, be your own banker. It's a big one. You are the bank. You are the retirement account. I see all of that.