Questions? [email protected]
Bank On Yourself: The Proven Path to Financial Security
Date: Tuesday, September 2
Time: 1-3 PM EST (1-4 PM for VIPs)
Location: Virtual (attend from anywhere)
In 2009, Pamela Yellen released the first Bank On Yourself book, introducing a secure alternative to traditional retirement planning. It quickly became a New York Times bestseller.
But since then, the financial landscape has changed dramatically in ways no one could have predicted:
Global pandemics shutting down entire economies
Inflation reaching multi-decade highs
Supply chain collapses, tariffs and trade wars
Unprecedented market volatility
New tax threats looming on the horizon
These seismic shifts have created an urgent need for a new book that gives you updated examples of how to use Bank On Yourself in 2025 and beyond.
While the core Bank On Yourself strategy remains unchanged, this new edition includes brand new examples and specialized chapters for:
Business owners seeking tax-advantaged capital for growth
Real estate investors looking for stable, reliable funding
Families facing the skyrocketing costs of college education
And a groundbreaking new chapter on guaranteed lifetime income strategies so you NEVER outlive your savings
As a valued subscriber, you're invited to this private, one‑time‑only live launch workshop where you'll get the first look at this essential new edition.
Plus, we have a few special surprises in store for you as you'll see below! But first... 👇
Brian Kay is Co-Founder and CEO of Strategic Education Technologies (SET). He has over 30 years of experience in helping 48,000 families and small business owners achieve their college and retirement goals without taking unnecessary risks. Brian graduated from Cornell University in 1991 with a Bachelor of Science degree in Economics.
We don't want to simply give you the new book and HOPE that you fully understand it and implement it.
We actually CARE about your financial future, so we want to walk you through the nuances of implementing Bank On Yourself in 2025 and beyond FIRST. And that's what this workshop is all about.
This is your chance to learn directly from the authors and the practitioners who have put these strategies to work for hundreds of thousands of Americans.
It's also your ONLY opportunity to receive a pre‑release digital copy and (for VIPs) one of the first print‑run hard copies.
How to spend twice as much in retirement without adding a dime to your nest egg
How to become financially immune to inflation, market volatility, rising taxes, future pandemics and other economic disruptions
How to create guaranteed growth regardless of market conditions and tax-free income
How to apply the Bank On Yourself strategies no matter your starting point
How to never outlive your savings with guaranteed income for life
How to build your own "opportunity fund" to handle emergencies or capitalize on investment opportunities when they arise
How to fund real estate, college, or business ventures without draining your savings or taking on risky debt
Real‑world examples from Bank On Yourself Professionals who have personally designed thousands of programs for people in every stage of life
"There’s nothing more comforting than knowing our money is safe."
"We started our first policy in 2003 and have added additional policies. We’ve used them to fund our real estate investment business, fund our sons’ college educations and to redirect much of our discretionary income to charitable causes. The program will work for anyone who uses it correctly.."
- Mr. & Mrs. Gammon, Columbus, OH
"I like being able to use the equity in my policies for major purchases."
"My family is secure in the knowledge that our funds are backed by a proven 160-year-old strategy. Bank On Yourself helped us purchase two new family vehicles. We’re paying ourselves back and continue to see our policies grow every year. We’re also using it to help pay for college expenses for our two children."
- Glyn Milburn, Los Angeles, CA
"I feel so fortunate to have found Bank On Yourself."
"I was able to take a loan with no questions asked and no credit check. I’m the one who determines when and how I’ll pay the loan bank. I want to pay the loan back, because I’m recouping the interest I would have paid to a credit card or bank. And by paying it back the way my Professional showed me, my plan value increases."
- Suzi Hersey, Bristow, NM
Everyone who attends will receive a digital pre‑release copy of our new book Bank On Yourself: The Proven Path to Financial Security BEFORE it's available to the public.
But with the VIP Backstage Pass, you also receive these exclusive bonuses...
100% risk free - 14 day money back guarantee
VIP Bonus #1: Guaranteed Priority Copy
Your physical copy of the new Bank On Yourself book will be shipped before everyone else. You skip to the front of the line.
And you are guaranteed to receive a copy from the first print run.
100% risk free - 14 day money back guarantee
VIP Bonus #2: Private VIP Backstage Q&A
Once the workshop ends, VIPs can stay on an extra hour for a Backstage Q&A session.
As a VIP you'll get a private extra hour with my coauthor Brian Kay and the Bank On Yourself workshop presenters.
Ask any question on your mind in a smaller, more intimate setting.
100% risk free - 14 day money back guarantee
VIP Bonus #3: Priority Questions
During the live workshop, VIP questions will receive priority and be answered first.
And you still have the extra VIP hour at the end to dive deeper on any topic you want with the coauthors and practitioners of the new book.
$17
Live 2‑hour workshop with coauthor Brian Kay and Bank On Yourself Pros
Complete walkthrough of the updated for 2025 strategies
FREE digital pre‑release copy of the new book
Lifetime access to the workshop replay
$27
Everything in Standard Access PLUS:
EXTRA HOUR: Stay on the call for an extra hour for a private Q&A session with Brian Kay and our Bank On Yourself Professionals
PHYSICAL COPY: First-edition hard copy of the new book shipped to you
PRIORITY QUESTIONS: We'll answer your questions first PLUS you get an extra hour with us to dive deeper into your specific situation
For VIPS: If you preorder Bank On Yourself: The Proven Path to Financial Security, you will cut the line. Your book will be shipped before all other orders as soon as it finishes printing. We anticipate that shipments will begin in October.
Your digital pre-release copy will be emailed to you immediately AFTER the workshop ends. We want to walk you through the new book first so you can get the most out reading it.
Yes you will receive the recording a couple of days after the workshop has ended. VIP Backstage Pass holders will also receive a recording of their bonus Q&A session.
The Bank On Yourself Book Launch Workshop will be held live Tuesday, September 2 from 1-3pm EST or 1-4pm EST if you sign up for the VIP Backstage Pass.
This workshop is for anyone who wants to see exactly what it looks like to implement the Bank On Yourself strategy in 2025. There are several new factors at play creating financial uncertainty that just didn't exist when the first book was written in 2009. That's why we felt an update to the core book was needed. If you are over the age of 35 and plan on enjoying retirement one day, then this workshop was designed for you specifically.
Yes. You can attend the full workshop and if you don't feel it was worth every penny, just let us know within 14 days for a prompt refund.
We're happy to help. Just email [email protected] and we'll get back to you right away!
Attend the full workshop and if you don't feel it was worth every penny, let us know within 14 days for a prompt refund.