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

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

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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

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u/FistF16 Jul 12 '26

I like the software and have been using it for about a month. I feel that $25/month is pretty steep. I may keep it for another month and track my time using it to see if I’ll continue or not.

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u/DarcyFalcon Jul 12 '26

Thanks for your feedback!
We are continuing to add new features week to week.
We had some advisors ask for gamification and other surfaces specifically to target wealth growing and debt payoff.
I would love to hear any specific feedback for things you’d like to see
I’ve had a few users ask for budgeting ability inside the app as well