The Queen of Infinite Banking

The Queen of Infinite Banking Welcome! We are your trusted source for all things related to financial well-being and prosperity.

Nancy Versoza holds the esteemed positions of President and CEO at Impact Wealth Innovations. Within this role, she adeptly constructs and oversees the general agency, recruits and nurtures agents, and diligently secures contracts with esteemed carriers. Nancy's journey into financial planning commenced in 2011, following an illustrious 30+ year career within the Real Estate/Mortgage industry. Her

impressive portfolio boasts Life and Health Insurance licenses, a Real Estate Brokerage license, and a distinguished title as an "Authorized Infinite Banking Concepts Practitioner." Her recognition is affirmed through her listing on the Nelson Nash Institute (NNI) Website, accessible at https://infinitebanking.org/agents/versoza463. Renowned for her prowess and productivity, Nancy stands as a leading achiever and producer. Her passion lies in collaborating with individuals eager to gain insights into financial strategies capable of cultivating augmented wealth and ensuring a steadfast income during retirement.

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to you...
08/23/2026

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to your inbox.

Sign up and stay informed.

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's ...
08/21/2026

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's why the gap between investing and spending can leave retirees exposed.

Stocks are often described as one of the best long-term hedges against inflation.

If you like my service or have feedback to share, don't forget to leave a review on my site.
08/19/2026

If you like my service or have feedback to share, don't forget to leave a review on my site.

If we’ve worked together in the past and you had a great experience, would you pay it forward with a review? Thanks so much in advance.

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your persona...
08/18/2026

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your personal data at risk.

There are risks involved with oversharing

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it come...
08/15/2026

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it comes to saving for your retirement.

Only 1 in 3 Americans can correctly identify how long a 65-year-old will typically live, and that has consequences for retirement savers.

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a...
08/09/2026

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a permission slip to overspend. But there are ways to spend more intentionally.

Many of the things people spend money on in the summer are not frivolous. They are often tied to family connection.

10 years before retirement is one of the most important windows for building security. From catch-up contributions to po...
08/07/2026

10 years before retirement is one of the most important windows for building security. From catch-up contributions to portfolio adjustments, there's plenty worth reviewing.

Part 2 of our series looks at how to play catch up when you’re 50

Experience, established networks and financial stability are just a few of the advantages that come with starting a busi...
08/04/2026

Experience, established networks and financial stability are just a few of the advantages that come with starting a business in your golden years.

In this Learning Bites segment, Susan Reid joined us to share why older entrepreneurs are thriving and how you can start a business later in life with confidence, purpose, and vision.

The estate tax exemption was permanently set at $15 million by recent legislation, shifting how many high-net-worth fami...
08/01/2026

The estate tax exemption was permanently set at $15 million by recent legislation, shifting how many high-net-worth families think about long-term wealth transfer.

Strategies for optimal intergenerational wealth transfer may require reconsideration, given the continuation of a higher basic exclusion amount by the law known as the One Big Beautiful Bill Act.

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32108 Alvarado Boulevard Suite 152
Union City, CA
94587

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Tuesday 10am - 7pm
Wednesday 10am - 7pm
Thursday 10am - 7pm
Friday 10am - 7pm

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