Testimonials


“I couldn’t have asked for a better insurance advisor than John! He isn’t only insurance, but a financial partner who is looking for the best for all his clients.

John has proven to be tremendously knowledgeable in his craft, I learn something new every time we speak. He is clear, concise, and will take the time to make sure you are fully informed — especially with such an important matter that will set you and your family for years to come.

I recommend John to everyone I know!”

IAN

Engineer and Real Estate Investor - San Jose, CA


“John has been the most important resource on my Infinite Banking journey. He’s part of my family’s advisory council now – just like our accountant, lawyer, and doctor.

John is extremely knowledgeable, responsive, and we’re working with him now to start another IBC policy for my wife.”

ANDREW

Owner - Technology Consulting - Alameda, CA


“I finally found the savings and retirement alternative I’ve been holding out for since I started working.
It feels good to see thousands of dollars in my policy and know that I can use that amount whenever I want.”

RAYMOND

Startup Software Engineer - Oakland, CA


“Having just become aware of the Infinite Banking Concept, I took a little advice and searched for an authorized practitioner. My search lead me to John, and thankfully he has helped me set up a whole life insurance policy to meet my financial needs.

No pressure or sales pitches. He listened to my needs, and is helping me set up strategies for my business and my family’s future”

PATRICK

Owner - General Contractor - San Francisco, CA


“John helped us find a way to accumulate wealth without giving up the liquidity we need when an investment opportunity arises.

Instead of having the stress that goes along with illiquid investments or needing to take funds out of our home for cash, we now have a ready source of funds that we can pay back to ourselves at any time.”

STACEY

Business Owner and Real Estate Investor - New York, NY


“I wanted financial security for my family in case something happens to me whether unexpectedly or after a long life — as well as a process and the tools to strengthen my family’s overall financial picture.

John was great to work with and helped me reach both of these objectives.”

DEREK

Electromechanical Engineer - Alameda, CA


“The safety, security, guaranteed and tax free growth are my definition of a perfect investment vehicle.

John patiently listened to my goals, numerous questions and worked with me to design the policy that I wanted. I found an amazing way to leave a legacy and to enjoy and use my savings now.”

LOWELL

Retired Software Engineer - Silicon Valley, CA


“As a father, husband, brother, son and business owner, I support and cherish all the relationships I have with each person in my life.

Before working with John at StackedLife I had no idea the opportunity I was missing out on to grow my business.”

JOSH

Gym Owner - Brooklyn, NY


“I have been working with John and he has been great.

I recently learned about The Infinite Banking Concept® and it has changed how I view my financial future.”

BRIAN

Senior Manager, Hospital Information Systems - Los Angeles, CA

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