About Dash2 Capital
Helping families take control of their financial future through certainty, control, and efficiency.
David Forbes
Principal Advisor, Dash2 Capital
Infinite Banking Concepts Practitioner, Wealth Coach, and Financial Educator
David Forbes helps individuals and business owners take control of their money by keeping more of what they earn so they can earn on more of what they keep, through certainty, control, and efficiency.
As an Independent Agent with multiple companies for over 10 years, David specializes in designing high cash value, dividend-paying whole life insurance policies. He is an Authorized Infinite Banking Concepts Practitioner with the Nelson Nash Institute, focused on providing individuals with a foundational understanding of the Infinite Banking Concept (IBC), and a Currence Certified Income Advisor assisting families to empower their financial strategies.
With expertise in insurance as well as other unique financial strategies, his mission is to assist clients, including airline pilots, military personnel, real estate investors, and small business owners, in achieving financial security. His approach emphasizes tailored solutions and education, ensuring clients can confidently apply IBC principles to their unique financial goals.
What David helps you understand and implement
- The Infinite Banking Concept: privatized banking using the cash value of dividend-paying whole life insurance as the platform
- Advising clients on income management through the Currence platform
- Private commercial lending with guarantees and an equity component
- Capital gains tax deferral and income strategies upon the sale of highly appreciated assets such as stocks, crypto, real estate, and businesses
A personal note from David
I understand, first hand, how difficult it can be to accomplish financial independence. Having experienced both the DotCom bubble in 2000, the airline bankruptcies in 2006, and the Great Recession in 2008, I was driven to find a better way to get ahead, without all the risk and without giving up control of our money for decades.
There is only so much time we get to set ourselves up, financially, so that we never have to rely on a job or other people to live the rest of our lives. And you deserve better than what the banks, financial planners, and Wall Street have been giving you.
My clients' lives are exciting but also peaceful, knowing they're set up to take advantage of the coming changes rather than react to them.
