George J. Roth is an independent life, accident, and sickness insurance agent, licensed in BC, AB, SK, and ON. He has helped hundreds of clients across Canada find solutions that work for them, for over 14 years. He provides insurance services, segregated funds, and wealth management strategies. He is an Authorized Infinite Banking Practitioner with the Nelson Nash Institute.
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Insurance and wealth management are the building blocks of a solid foundation and the best way to achieve a financially stress free way of life. Insurance protects you and your loved ones against unforeseen tragedies such as illness, injury, permanent disability, even death. Such events can leave you and your family facing tremendous financial loss, emotional stress, and grief. With insurance in place, your financial stress will be reduced, and you can focus on recovery and rebuilding your lives. From this solid foundation you can then grow and manage your wealth from a place of safety, security, and certainty. AND you will create and provide a multi-generational financial legacy that does nothing but GROW.
I will always come from a place of service and education. I want my clients to have the knowledge required to make good decisions for their long-term benefit. As an independent advisor, I can provide a diverse range of products from many great companies – always able to find the best solution to meet your needs and objectives. Knowledge is not power - the implementation of knowledge is truly power. Take back control of your finances, I can help. Sincerely - George
Two of the traditional varieties of life insurance—term and whole life—meet your short and long term needs.
A segregated fund offers capital appreciation, with guarantees and protection against potential losses, and provides life insurance benefits.
Disability insurance protects against loss of income due to disability. It provides a tax-free benefit to replace your missing income when you can't work.
Critical illness insurance provides coverage against specific life-threatening illnesses. It provides a tax-free lump-sum payment to be used however you wish and allows your focus to be on recovery.
Medical or health insurance rarely covers 100% of the inevitable expenses your family will encounter. Get the coverage you need.
Travel insurance covers the costs and losses associated with medical issues while traveling. Such costs can be astronomical.
Designed for small businesses, Health Spending Accounts provide a benefits solution that is as unique as you are, with TOTAL control over your costs. They are a tax deduction for your business and a tax-free benefit to your employees, including the owner(s).
Infinite banking refers to a process by which an individual becomes his or her own private banker. Grow and use your money at the same time - all on Your terms! You are in control.
I will always come from a place of service and education. I want my clients to have the knowledge required to make good decisions for their long-term benefit. As an independent advisor, I can provide a diverse range of products from many great companies – always able to find the best solution to meet my client’s needs and objectives. Knowledge is not power - the implementation of knowledge is truly power. Take back control of your finances, I can help. Sincerely - George
A segregated fund offers capital appreciation, with guarantees and protection against potential losses, and life insurance benefits.
Infinite banking refers to a process by which an individual becomes his or her own private banker. Grow and use your money at the same time!
"Really great presentation"
"Fantastic Presentation! Wealth of information"
"Thank you for your time and sharing your knowledge, have a fabulous night!"
"George Roth first introduced me to Nelson Nash's 'Becoming Your Own Banker' philosophy 10 years ago. I am a strong believer in diversification and while I have both Real Estate and Stock Market Portfolios, the bulk of my investing is now done through participating whole life insurance policies with George. It has taken some time, but I am now at a point where I can self finance vehicle purchases and soon, I will be financing my children's education as well as purchasing additional real estate investments, all through my very own "bank". This has become the cornerstone of my retirement plan. With the current market volatility and global instability, I sleep well at night knowing that the insurance policies I am saving in are stable and secure. I trust George perhaps more than anyone I know. He is someone of impeccable integrity and character. It is very reassuring to know that I have set up a wealth management strategy with George that will ensure financial security for my family, both now and for future generations to come. George Roth has my highest confidence, and I would recommend his strategies to anyone looking to create a path to financial freedom and security."
"I have had advisors in the past that got the business they chased, and I rarely heard back from them, unless they had a shiny new product to showcase.George is an attentive and engaging individual that truly cares about his client’s needs. He clearly understands all the intricacies of the products he promotes, and through discussion, will determine if it is the right fit for each individual. Thanks for all you have done to assist my family, George."
“I know that IBC is a special mindset, and I would like to see more people implement this life changing concept. George illustrated rate comparisons with various insurance carriers to ensure the ideal options for my family. He coached me in using the infinite banking concept to eliminate personal debt and purchase my first home. George made me comfortable in understanding how to utilize insurance cash values to supercharge my tax-free savings. He provided me the technical knowledge in switching from using RESPs for my son and instead using the life insurance dividends with compounding to cover my son’s costs for university and still have a legacy for his future family. He provides excellent customer service, responding to emails and texts within 24 hours, whenever I have questions about the life insurance policies I acquired for my family.”
“My main comment about the Infinite Banking Concept would be around peace of mind. I know that I can insulate from the volatility and unknowns of traditional investment products by storing capital in a secure, proven way. My cash can be accessed and leveraged to take advantage of other opportunities - effectively having my cash work multiple ways at the same time. Furthermore, it provides peace of mind that my family is financially protected, both in the short and long term.”
“After hearing Nelson Nash on a podcast and reading "Becoming Your Own Banker" my search was on for that someone to help me put my plans into action, George ended that search. He was the person I was looking for. And George continues to be there throughout the years anytime I am searching for any info, advice or just need to lean on him for a good wise chat.”
“I was pretty excited to know that IBC existed – to have an insurance policy that is also a vehicle to save money. So far this is the best savings tool that I’ve seen. I discovered the concept through watching the ‘This is Nelson’ documentary on Youtube. From there I did more research and read Nelson Nash’s book ‘Becoming Your Own Banker’. Then I found you (George) and you have been a great help and I appreciate your diligence and responsiveness. I have appreciated my journey with IBC, it has been a wonderful time, and I want to share the message - the good news. We are looking forward to increasing our position in this concept (noting that I currently own 6 participating whole life policies). Again, I am very happy with my journey and have referred my friends to George. We appreciate what you’ve done to take care of us.”
"We have been clients of George’s since 2014. In that time, we have accumulated a significant savings and death benefit that would have been unachievable if not for his guidance and advice. George has been an amazing resource when it comes to empowering us with our finances and giving us the confidence to save and invest. In the time that we have participated in the IBC (Infinite Banking Concept), we have achieved multiple goals including paying off a line of credit and credit card, purchasing our first new home, paying off a truck loan, building a garage and developing a basement. All these endeavors were either fully or partially supported by our policies and the ability to easily access funds and repay them on our own terms. We cannot wait to see what our future holds as the possibilities continue to open as we grow our savings. While we do not have children, we have recommended George as a resource to many of our friends who do. We recognize the importance of planning for the future and the security of your family. It is one of the most important decisions you can make to open opportunities for them. We are forever grateful to George for his insight and patience. He is always eager to educate and refresh our memories when we have asked the same questions a million times over. Our trust in George cannot be overstated."
“George is one of those talented individuals who can really help demystify what may appear to be complicated (IBC) and help boil it down into simple concepts. We were fortunate enough to meet George, who introduced us into the world of IBC. George is a thoughtful, intelligent person who helped us create a bedrock of financial stability by enacting policies, which work for us and our lifestyle. Thank you George!”
"I can't say that signing up for an IBC policy and contributing a significant amount to it every year was easy! But, WOW, I am so grateful for it now! It is so beneficial to be able to borrow from it. In our real estate investing business, whenever we need to access some capital temporarily, it's so easy to tap into the policy. It gives flexibility and options in our business, allowing us to close on deals, and do things we wouldn't have been able to do otherwise. It's like a forced savings account, but unlike a savings account, you can use your money and keep growing your money at the same time. It takes some time to wrap your head around it, but it's true and it works."
