Joe Eldon

Why do I love my job?

I love what I do because I truly get to help people. When my clients succeed, I succeed. Helping my clients take control of their financial futures serves as a daily reminder of the positive impact I am having in their lives. I find great purpose in connecting individuals and their families to the Process of the Infinite Banking Concept and “Becoming their own banker”.

 

When I’m not at work, you can find me....

Spending time with my family and friends. I am a man of faith, and I am truly blessed to live the life I do. I enjoy volunteering my largest asset in life which is my time and I seek out opportunities that have the greatest impact. I am also an active guy and I enjoy many activities such as mountain biking, backcountry hiking, crossfit training, snowboarding and golf. Me and my wife also have a strong passion to travel, and we hope to continue to pursue this passion post COVID. I feel most at peace in the presence of nature and the mountains. In my time of rest, I tend to be reading. I believe in a life of continued education and never arriving in knowledge. 

How does what I do impact others?

When I empathize with my clients and help them implement the Infinite Banking concept, they attain clarity and confidence with their financial affairs. This concept is said to be caught not taught because people first need to understand that there is an inherent problem with the banks. When my clients begin to understand the problem and apply this concept, they feel empowered and excited. Applying the mindset required to practice IBC enables my clients to think long term to attain financial security and complete efficiency with their financial affairs. When individuals first adopt this mentality they break an important paradigm that allows them to live abundantly. I have made it my life’s mission to educate as many individuals on this topic and to have a lasting positive impact on as many lives as possible.

2 favourite things about your life journey so far?

First, would have to be proposing to my wife and deciding to spend the rest of my life with her. This has developed into a life of faith and parenting. I wake up everyday to serve and support my beautiful family. With the risk of sounding cliché, the second would be discovering the Infinite banking concept and my transition into my current role. I am forever grateful to Nelson Nash, this empowering concept that he developed, and the people who have stepped into my life just at the right time. Without this knowledge and this mission my life would not be filled with as much joy and purpose.

What type of clients do you enjoy working with?

I enjoy working with clients that have an abundance mindset. Individuals and families that are driven to attain the most out of life. I thoroughly enjoy speaking with friendly people whom are open minded and willing to interrogate the efficiency of their personal finances. I am also an experienced real estate investor, so I enjoy helping individuals apply IBC to these types of opportunities.  

What do I love most about IBC?

I love the Freedom, Control, and Security that IBC provides to individuals when they have properly set up a system of IBC policies. I also love the ownership aspects associated with IBC. When my clients use IBC as a warehouse for their wealth, they acquire financial control of their futures. They also lay the foundation of a financial legacy for their families.

How did I get into IBC?

I am very thankful that I was educated on the topic of IBC when I was in my early twenties. I have always been the type of person to over analyze numbers and details, especially when it came to my personal finances and plans for long term savings. By doing so I identified the problem with societies general approach to their long term savings goals and I was in search of a solution. We have all been taught to hand this control over to banks or government supported systems but that simply is just not the best path. I was taught from a young age to be successful you must surround yourself with successful people. When my very close friends successful father approached me with the IBC solution, I grasped at the opportunity to pursue more education. I took to the concept so strongly that I not only realized that I needed to apply this to all my financial affairs, but I felt compelled to share this concept of financial responsibility with as many people as I could. Growing with this community of like-minded individuals whom practice IBC, I determined that the most efficient way to accomplish this would be to step into the professional role. After personally practicing the process in my own life for nearly 10 years I decided to transition into my current role as a Wealth Specialist where I would be able to have the most impact and share Nelson’s legacy every day. 

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