Factum Financial

Factum Financial is a wealth strategy firm specializing in Infinite Banking—using dividend-paying whole life insurance to help clients become their own bankers and build wealth outside traditional Wall Street and commercial banking systems. The team of wealth strategists focuses on life insurance, financial education, and legacy planning, serving over 2,120 families and creating $756 million in protection and legacy value. They partner with OneAmerica Financial and offer educational resources, personalized implementation systems, and an action-oriented community approach to help clients develop strong financial habits and regain control of their money.