factum business owner mastermind
moving from self employed agent
to business owner in the life
insurance industry
September 25, 1PM – 5PM and September 26th, 9AM – 5PM
Royal Palms Resort & Spa, Scottsdale, AZ
Most Agents struggle to sell insurance while trying to scale their business.
Throughout this mastermind you will see the different stages of growing and scaling your business including:
- Systems and processes
- Coaching and training
- Community
- Finding the right partners for your business
Follow our system and model to scale your business while increasing
your life insurance sales.
100% Money Back Guarantee
Let us know by noon the next day if the event wasn't worth your ticket
and we'll give you a full refund (travel not included).
TESTIMONIALS
KEYNOTE SPEAKERS
Brett Tanner
CEO of Tanner Capital Holdings
Brett serves as CEO of Tanner Capital Holdings which provides consulting services to real estate businesses throughout the United States. His private portfolio is carefully supervised by a family office, responsible for managing the acquisition and disposition of a diverse real estate portfolio valued at over $250 million. This portfolio includes residential and commercial properties, as well as private loans.
Brett’s core belief remains a guiding principle for his team and the businesses they serve: the ultimate goal of wealth is to provide individuals with the freedom to design a life they love. This philosophy shapes both his personal and professional pursuits. Outside of Brett’s professional life, he cherishes the opportunities to explore the world with his wife and their three children.
Jayson Lowe
CEO & Chairman of the Lowe Family Group of Companies.
Meet Jayson Lowe, the energetic force behind Ascendant Financial Inc. and a master mind in the Infinite Banking Concept for the past 16 years. Jayson’s not just a CEO & Chairman of the Lowe Family Group of Companies; he’s a coach at heart, renowned for developing talented individuals into outstanding leaders.
His approach goes way beyond finance - deeply rooted in the mantra of “Health + Wealth + Giving.” This forms the cornerstone of his Family Banking System, emphasizing a balanced focus on family and servant leadership. With a proven track record of winning in business, Jayson is the kind of mentor who brings out the best in his Teams. Jayson’s sessions are not just about Becoming You Own Banker or building a successful business; they’re about enriching lives.
Prepare to be both informed and inspired!
Secure your seat now and unlock the path to financial empowerment at Factum Wealth Live Seminar! Reserve your ticket today and embark on a journey to financial freedom
register now and help us become stronger together
Grab your ticket for $1,911 before it's too late! 100% money back guarantee.
UNLOCK THE SECRETS TO LASTING WEALTH AND FINANCIAL FREEDOM.
At This Seminar You Will Hear Expert Speakers Discuss:
Factum Wealth Scorecard - Estate Planning
Mapping Out A $50,000,000 Net Worth
Factum Wealth Scorecard - Estate Planning
Mapping Out A $50,000,000 Net Worth
Family Banking
Whole Life For Business Owners.
And More...
sold out!
SPEAKERS
David Zapata
Wealth Strategist
A financial educator in the life insurance industry and an Authorized Practitioner of the Infinite Banking Concept. My passion is empowering business owners and families to take permanent control of their money.
Every year, Americans earn uncommonly high incomes. But, most Americans don’t save enough to achieve the freedom they want. I focus on revealing the truth about setting a proper financial foundation so more Americans can become the directors of their own movie…
READ MORE +
Juan Godinez
Attorney
Juan Godinez focuses his practice on estate planning and trusts and wills. The most enjoyable part of his work is helping his clients gain peace of mind by protecting their assets and ensuring their legacy is secured for generations to come. As an IBC practitioner, Juan especially enjoys assisting IBC plan holders create life insurance trusts to maximize the power of their IBC policies.
Prior to joining Copper Canyon Law, Juan served as a Judge Advocate General (JAG) for the United States Air Force. As a JAG…
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Kyle Fuller
CEO of Factum Financial
Kyle Fuller started in life insurance in 2013, but was overcome by the power of Infinite Banking the following year and has been practicing IBC ever since.
Kyle was blessed with the heart of a teacher, which prompted him to share his knowledge of Infinite Banking with people who want to harness every dollar for its maximum potential and live with ultimate financial freedom.
READ MORE +
Wade Borth
Chief Insurance Officer of Factum Financial
Growing up on a farm in North Dakota, it wasn’t until personal tragedy struck Wade as a young boy that he found the value and importance in life insurance. He decided he wanted a career where he could make a difference in people’s lives and leave an impact. Ultimately, this decision led him to life insurance, Nelson Nash, and the Infinite Banking Concept.
Wade is now a seasoned financial expert who is having more fun helping thousands of people take control of their financial lives with a profound commitment to…
READ MORE +
Kevin Barry
Founder and CEO of Integrity Network
Kevin Barry is the Founder and CEO of Integrity Network, which encompasses several businesses related to buying, renovating, and insuring real estate.
Since moving to Arizona in 2003 from Northern California, he has grown to love the Grand Canyon State and considers it his true home.
READ MORE +
David Zapata
My name is David Zapata. I am a financial educator in the life insurance industry and an Authorized Practitioner of the Infinite Banking Concept. My passion is empowering business owners and families to take permanent control of their money.
Every year, Americans earn uncommonly high incomes. But, most Americans don't save enough to achieve the freedom they want. I focus on revealing the truth about setting a proper financial foundation so more Americans can become the directors of their own movie.
I help my clients create effective savings strategies using whole life insurance. My ultimate goal is to provide confidence and certainty to my community's relationship with money.
I believe Americans need more efficient savings environments. This is the solution to protect and preserve the liquidity that Americans need to grow their families and businesses.
My work teaches the essential mindset, process, and product knowledge required to build a private banking system.
I am a husband and father. As a family, we use our private banking system to fund our vision of abundance and to create a legacy. I am proud of my positive impact on the families and businesses I serve. I am grateful for the opportunity to connect with you in the future.
Juan Godinez
Juan Godinez focuses his practice on estate planning and trusts and wills. The most enjoyable part of his work is helping his clients gain peace of mind by protecting their assets and ensuring their legacy is secured for generations to come. As an IBC practitioner, Juan especially enjoys assisting IBC plan holders create life insurance trusts to maximize the power of their IBC policies.
Prior to joining Copper Canyon Law, Juan served as a Judge Advocate General (JAG) for the United States Air Force. As a JAG, he drafted estate plans for military members as they prepared for deployment to areas of conflict. He also represented the United States in regulatory matters and litigated over 20 cases. Following his service as a JAG, Juan worked at a large law firm in Phoenix representing both large and small businesses in legal disputes. His unique legal experience has provided him with a deep understanding of legal processes, which he in turn uses to advise his clients.
Juan graduated magna cum laude from Brigham Young University, after which he attended law school at Northwestern University School of Law. While in law school, he worked as a judicial extern for the Honorable Ruben Castillo, United States District Court (Illinois), and interned at a large law firm in Phoenix for two summers.
Juan and his wife have four children. He enjoys staying in shape through weightlifting, hiking, wake-boarding, and snowboarding. He enjoys everything sports-related.
Kyle Fuller
Kyle Fuller started in life insurance in 2013, but was overcome by the power of Infinite Banking the following year and has been practicing IBC ever since.
Kyle was blessed with the heart of a teacher, which prompted him to share his knowledge of Infinite Banking with people who want to harness every dollar for its maximum potential and live with ultimate financial freedom.
Wade Borth
Chief Insurance Officer of Factum Financial
Growing up on a farm in North Dakota, it wasn't until personal tragedy struck Wade as a young boy that he found the value and importance in life insurance. He decided he wanted a career where he could make a difference in people's lives and leave an impact. Ultimately, this decision led him to life insurance, Nelson Nash, and the Infinite Banking Concept.
Wade is now a seasoned financial expert who is having more fun helping thousands of people take control of their financial lives with a profound commitment to long-term thinking. With an impressive track record spanning over three decades in the financial planning industry, he has been instrumental in guiding numerous clients towards their financial goals and fostering the growth of multi-generational wealth.
Wade’s approach is rooted in understanding, empathy, and action as he recognizes that each client's needs are unique. Whether he's crafting tailored insurance solutions or imparting invaluable insights to fellow agents, he prioritizes empathy, transparency, and honesty in every interaction.
Beyond serving his own clientele, Wade has a passion for training, mentoring, and coaching the next generation of agents. Recognizing the impact of a good mentor, he loves sharing his wealth of knowledge and expertise with aspiring agents, guiding them towards success in an industry where personal values are paramount. Wade enjoys working with people whether a client or agent who wants to reach their maximum potential so they can leave a lasting impact on their families and communities.
Kevin Barry
Founder and CEO of Integrity Network
Kevin Barry is the Founder and CEO of Integrity Network, which encompasses several businesses related to buying, renovating, and insuring real estate. Since moving to Arizona in 2003 from Northern California, he has grown to love the Grand Canyon State and considers it his true home.
He is an Army Combat Veteran, former Law Enforcement and presently leads multiple businesses that will gross over 5 million in revenue.
Kevin is happily married to his wife, Alexis for 13 years and has four children, Titus, Juan, Capri, and Clementine.
FAQ
Who should attend the Factum Business Owner Mastermind?
Any Life Insurance Agent/Agency that is looking to grow or scale their business.
What can I expect to learn from this mastermind?
The three biggest pain points that we see from most Life Insurance Agents/Agencies are lack of community, lack of systems and processes and lack of coaching and training.
Throughout this Factum mastermind you will see the different stages of scale which include:
Systems and processes
Coaching and training
Community
Finding the right partners for your business
Most Agents struggle to sell insurance while trying to scale their business. Follow our system and model to scale your business while increasing your sales in life insurance.
Where will the Factum Business Owner Mastermind take place?
The Factum Business Owner Mastermind will be held at Royal Palms Resort & Spa, located at 5200 E Camelback Rd, Phoenix, AZ 85018. Please refer to the event details or contact our support team if you need further assistance with directions or additional information about the venue.
How do I register?
Registering is simple! Just fill out the registration form on our website with your name, email, phone number. Follow the prompts to complete your payment details, and you'll be all set to secure your spot at this exclusive event.
Is there a dress code?
We recommend business casual attire. Dress comfortably, but remember that this is a professional event where you'll be networking and learning valuable insights. Feel free to bring a notebook or electronic device to take notes, as you'll want to capture the wealth-building knowledge being shared.
If I am traveling from out of town, where should I stay?
Factum has a hotel link that can be accessed after event ticket purchase.
Is the hotel stay included in the ticket cost?
No, host stay is not included in the ticket cost.
Factum's Money Back Guarantee
If you didn't find value in our mastermind, let us know by noon the day after the event and we'll refund you 100% of your ticket sale (flight and hotel stay not included).
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