Gina Wells, Financial Design Strategies

07/19/2026

I'm pleased to share a special opportunity from my friends at Bank On Yourself. They're hosting a private live workshop on Tuesday, July 21 where I, along with other top financial professionals, will walk you through a wealth-building strategy with a 160+ year track record of positive annual growth.

You'll learn how to create guaranteed growth that doesn't depend on the stock market, access your cash value income tax-free under current tax law, and increase your retirement spending without saving an extra dime.

On Tuesday, July 21, from 1:00 to 3:30 ET, you’re invited to attend a live, no-cost Bank On Yourself Workshop that I will be participating in!
https://us06web.zoom.us/webinar/register/4017840563334/WN_ATx7a9r_StS5g7vfHCaPWg

If you've ever been even a little curious about the details of how the Bank On Yourself strategy works and how it can fit alongside what you're already doing for your retirement, then this is a fantastic opportunity to hear directly from a select group of Bank On Yourself Professionals and ask them your questions directly.

The workshop itself will be live and run for a couple of hours so we can make sure that everyone who has a question has a chance to get it answered.

In a couple of hours, you'll walk away with:

A mid-year review process you can use, so you can sit down and see for yourself where your retirement money actually stands against your goal


The questions a thorough review asks that often get skipped, starting with how much of your money is truly protected if the market turns


A clear picture of how the Bank On Yourself strategy works, and where it could fit alongside your 401(k), IRA, and everything else you've already built


Time to ask your own questions, live, and get straight answers

Notice what this will do for you.

You keep everything you've built and every professional you rely on. What changes is that you walk in knowing how to size up your own retirement with your own eyes, instead of taking it entirely on faith.

There's no cost to attend this workshop, and there's no obligation to do anything afterward. Seats are limited and we expect to fill them.

Let us show you exactly how to have a more active hand in your retirement while helping you determine if the Bank On Yourself strategy makes sense for your situation.

Save your seat, come ready to learn, and start taking more control over your own future. https://us06web.zoom.us/webinar/register/4017840563334/WN_ATx7a9r_StS5g7vfHCaPWg

Seats are limited, so claim your spot while it's open.

Modernize workflows with Zoom's trusted collaboration tools: including video meetings, Zoom Chat, VoIP phone, webinars, whiteboard, contact center, and events.

03/11/2026

When Alexander and I first connected, the conversation wasn’t about chasing returns or making a quick move. We begin talking about his family’s priorities, their comfort level with risk, and what kind of future he was trying to build together with his wife.
In this conversation, Alexander shares how our relationship grew through education and trust. We talked through investments, savings strategies, and the very important “why” behind each decision, so nothing felt rushed or confusing. That clarity is what allows families to move forward with confidence instead of second guessing themselves.
What means the most to me is hearing that my guidance didn’t just help Alexander with his numbers. It helped him and his wife feel steady, informed, and supported as a family. That is always the goal. Real understanding, real choices, and a plan that aligns with your life goals.
If you want guidance that focuses on education first and informed decisions, I’d be happy to talk with you.
Get 15 minutes with Gina.
📞 810-579-5808 | ✉️ [email protected] | 🌐 www.yourfds.com􀳦

Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA) an SEC Registered Investment Advisor, Advanced Capital Group DBA Financial Design Strategies and Gina C Wells Financial Services, are not affiliated with RWA.

01/19/2026

We are just at the beginning of 2026, and it is the perfect time for you to start building your financial relationship. Join me in this reading where I discuss what to look for when choosing who to trust to manage your finances.

Now that we are two weeks into the year, it is the right time to think about the relationships you want to maintain this year. Your financial relationship is one of the most important. Relationships with those I represent are crucial when it comes to your financial future - here, I discuss why...

10/13/2025

October is the month for benefit elections - 401k's are an important part of that, even though most can change throughout the year - hope this helps with your understanding

Are you making the most of your 401(k)? 🤔 While it’s often seen as just a savings tool, the real value of a qualified plan lies in how and when you pay taxes. 🏦 Deferring taxes sounds great, but is it the right strategy for you? 💡 It’s crucial to think about the future: What tax bracket...

06/09/2025

Wanted to share an interview I did with the Nelson Nash Institute.

ABOUT NELSON NASH INSTITUTE The Nelson Nash Institute is dedicated to the ideas of Nelson Nash, the founder of the Infinite Banking Concept (IBC). Nash's work is based on Austrian economics, emphasizing individual liberty, sound money, and limited government. The institute educates both the general public and financial professionals about the theory and application of life insurance, particularly whole life insurance. We promote the use of whole life insurance as a key tool for implementing the Infinite Banking Concept. This concept involves using permanent whole life insurance policies as a way to manage cash flow, essentially creating a privatized banking system. The aim is for individuals and businesses to recapture interest that would traditionally be paid to financial institutions, thereby maintaining control and access to funds while achieving consistent long-term growth. The institute offers educational programs, including the IBC Practitioner’s Program, which trains financial professionals, including life insurance agents, CPAs, and attorneys, on how to structure whole life insurance policies for their clients to function as banking policies. The focus is not on "investing in" life insurance, but on using it as a cash-flow management vehicle to achieve financial goals.

Want to take control of your money? 💰 We sit down with Gina Wells, an expert in the Infinite Banking Concept (IBC). She reveals why what you've heard about ...

10/26/2022

https://www.linkedin.com/posts/ginacwells_designstrategy-financialplanner-college-activity-6988131127718793218-pJ-m?utm_source=share&utm_medium=member_desktop

10/26/2022

https://www.linkedin.com/posts/ginacwells_designstrategy-financialplanner-investments-activity-6990681190462607361-Q-bC?utm_source=share&utm_medium=member_desktop

How many investment statements do you get at the end of the month? Do you get a great big pile of them and say “Oh, I've seen this before” and you throw it in…

10/13/2022

Check out my Video on How to Find Money In Your Paycheck

In the video I talk about the items reflected in your paycheck that may be changed so you can save more money for the future.To learn more book a call at htt...

09/30/2022

It's no secret that prescription drug costs are rising. Here are six tips to help you get the most from your Medicare Part D coverage!

09/23/2022

https://players.brightcove.net/4615932098001/default_default/index.html?videoId=6312275738112