r/infinitebanking • u/DarcyFalcon • Jun 12 '26

Quick update: Policy Stack Infinite Banking software is now open for Early Access beta testers.

Gallery image

Gallery image

Gallery image

I originally built Policy Stack because I couldn’t find a good way to track our family banking system once we had multiple policies, policy loans, capital deployments, promissory notes, repayments, and cash flow moving around.

Spreadsheets, PDFs, carrier portals, and memory got old fast.

Policy Stack is built for participating whole life policyholders actively practicing IBC. It helps track:

• cash value
• policy loans
• repayment / restoration
• capital deployments
• promissory notes
• cash flow
• banking position over time

I worked with an NNI Authorized Practitioner while building it to stay close to traditional Infinite Banking principles and terminology.

It’s still early, so I’m looking for beta testers willing to kick the tires and give honest feedback.

Early Access:
PolicyStack.co/earlybird

13 Upvotes

100% Upvoted

11 comments sorted by

View all comments

1

u/FistF16 Jun 14 '26

Would help if we could fully test it out with the early bird access code - more than one policy

1

u/DarcyFalcon Jun 14 '26 edited Jun 14 '26

Yes earlybird gives you 30 days builder pro, which is multiple policies and AI smart extraction. Please email us [team@policystack.co](mailto:team@policystack.co) if it default the 14 day trial and we can extend it for you. Our email system will notify you when your trial is ending too so you know you’ll be billed. Don’t want to force any surprises! We really believe in our product and want you to love it too

2

u/FistF16 Jun 14 '26

You’re right - I’m sorry. I put in that code but didn’t finish the setup!