Contact SET IMO today at (248) 404-6157!
To schedule a call, click on the button below.
Bank on Yourself
Bank On Yourself specializes in helping consumers achieve their financial goals and objectives using a specially designed whole life insurance policy, combined with powerful financial principles not currently taught in schools or universities. The company’s mission is to educate Americans and help them achieve financial security and peace of mind.
Bank On Yourself was founded by Pamela Yellen in 2002, because of Pamela’s experience and frustration using conventional financial planning and investment methods. Disappointed with the results she was getting when managing their investment program themselves, Pamela and her husband, Larry, hired three of the country’s top investment and planning firms in succession over a period of a decade to manage their retirement account.
SET IMO supports this “supercharged” whole life insurance program as one of its product offerings used by advisors nationwide. For those interested in becoming a Bank On Yourself Authorized Advisor, you need a life insurance license and at least one year of experience in financial services to apply for this training.
You can learn more about the Bank On Yourself whole life insurance program by clicking on the links below.
Note: The Bank On Yourself system uses generally available whole life policies and riders. The information presented here is for educational purposes only and is not a solicitation for the purchase of any insurance or financial product. All guarantees are based on the claims-paying ability of the insurer. Excess policy loans can result in termination of a policy. A policy that lapses or is surrendered can potentially result in tax consequences. Your results will be different from those shown on this website, as each Bank On Yourself plan is custom tailored. Bank On Yourself and its affiliates, directors, officers and employees have no control over the recommendations that advisors make to their respective clients, and as a result, shall not be held liable for any damages claimed as a result of decisions made by advisors.
Did You Know?
Since its foundation, Bank On Yourself has grown into an organization that has helped more than 500,000 families nationwide. A network of 200 specially trained Bank On Yourself Authorized Advisors now exists to help people implement this concept properly and maximize the lifetime results they receive from it.
Contact Us
(248) 404-6157
2041 E. Square Lake Road, Suite 400, Troy, Michigan 48085-3897
About Us
Since 1994, Strategic Education Technologies (SET) continues to focus on helping families get SET for College and financially SET for Life – without taking unnecessary risks. We accomplish this through our network of SET agents and advisors. Through SET IMO, we have expanded our service offerings to include additional financial products designed to help our advisors and agents better serve their current clients and add new prospecting and sales strategies to their book of business. Copyright 2025