pamela yellen

president

Country

united states

City

santa fe

Industry

financial services

Skill

retirement planning, small business, investments, finance, strategic financial planning, insurance, financial advisory, financial services, estate planning, retirement, wealth management, financial planning, leadership, customer service, marketing, public speaking, entrepreneurship, business development, financial planners, fixed annuities, life insurance, business planning, investment advisory, disability insurance, 401 retirement savings plans, long term care, mutual funds, radio advertising, asset allocation, 401k, equities, direct marketing, iras, mortgage lending, 401k rollovers, alternative investments, asset management, customer focused, employee benefits, financial analysis, investment strategies, marketing strategy, funding, health insurance, loans, long term care insurance, mergers and acquisitions, pensions, personal finance, critical illness

Experience

president

bank on yourselfâ®

1990-1 - Present · 36 yrs 9 mos

president

bank on yourself®

1990-1 - Present · 36 yrs 9 mos

Bank On Yourself is a financial education firm that advocates leveraging the strong cash value guarantees of specialized whole life insurance policies to plan for retirement, estate planning, complement wealth management or for favorable term loans to finance cars, equipment purchases or a small business. This concept has much in common with the infinite banking and 770 account concepts of creating a personal financing system using dividend paying permanent life insurance.