Take control of your money.
Dash2 Capital helps successful professionals, business owners, and families build financial clarity through certainty, control, and efficiency, not Wall Street's average returns.
Infinite Banking Advisory
Privatized banking using the cash value of dividend-paying whole life insurance as the platform.
Income Planning
Income management through the Currence platform to empower your financial strategies.
Capital Deployment
Private commercial lending with guarantees and an equity component.
Private Lending
Private lending strategies that keep you in control of your capital.
A better way to get ahead, without giving up control of your money.
Ever notice how typical financial advice has us give up control of our money, take all the risk, and pay all the tax, just to get average returns? David Forbes shows people a process to set up their financial life to operate more like a banking business, with less risk, less tax, and bigger returns on their money.
When it comes to your financial life, losing money should never be an option. And it doesn't have to be if you know where to look outside of the typical financial planning advice.
Built on certainty, control, and efficiency
Helping individuals and business owners keep more of what they earn so they can earn on more of what they keep.
Certainty
Specially designed dividend-paying whole life contracts provide guaranteed growth, tax advantages, and contractual protection against market loss.
Control
You become your own source of financing. Borrow against your policy cash value on your own terms while your full capital continues compounding uninterrupted.
Efficiency
Income planning and capital deployment work together to minimize tax drag and eliminate unnecessary interest sent to outside commercial institutions.
See how your cash value can compound
With the Infinite Banking Concept, your money keeps compounding even while you borrow against it. Adjust the inputs below to model a 30-year projection.
Infinite Banking cash value growth
Adjust the inputs to see how a specially designed whole life contract can build compounding cash value over time.
Total you fund
$360,000
over 30 years
Projected cash value
$837,129
$477,129 growth on your contributions
Guaranteed floor
$699,940
contractually guaranteed value
$500 to $5,000 per month
3.0% to 7.0% annual
2.0% to 5.0% annual
This calculator is an illustrative projection only and is not a policy illustration, guarantee of returns, or financial advice. Actual cash value, dividends, and guarantees depend on the insurance company, your contract design, and funding. Whole life insurance policies are issued by mutual insurance companies and are subject to underwriting. Schedule a Clarity Call for a personalized illustration based on your situation.
Who this is for
Many of the professionals, business owners, and investors David works with are doing well on paper but still wonder:
- Am I making the best decisions with my money?
- Am I paying more in taxes than necessary?
- Am I truly prepared for the future?
- Have I optimized everything available to me?
- Why doesn't financial success feel as peaceful as I expected?
What David is best known for
Helping people transform their relationship with money. Because financial success isn't just about accumulating assets. It's about creating confidence, reducing stress, and building a life that reflects what matters most.
The mission is to awaken families to their power, helping them transform hardship into strength, build financial clarity, and use money intentionally to create meaningful lives and generational impact.
Ready to take control of your financial future?
Schedule a complimentary 45 minute Clarity Call via Zoom with David Forbes. Walk through your current setup and determine if the Infinite Banking Concept fits your financial goals.
Request a Clarity Call
Complete the form below and David will follow up directly.
Frequently asked questions
Ready to operate more like a banking business?
Start with the book that explains the Infinite Banking Concept, or schedule a free Clarity Call with David.