Paige Bae is an experienced Financial Consultant based in the Pacific Northwest. She began her career in Commercial Real Estate Development, managing over $350 million in new construction and expansion projects. She later transitioned into Management Consulting, where she oversaw a $30 million portfolio and led strategies to resolve risks and scale client operations.
After personally navigating multiple financial crises, including the 2008 recession, Paige shifted her focus to financial education and long-term planning. She now helps families build savings strategies that prepare for emergencies, support a secure retirement, and create generational wealth through financial literacy and legacy planning.
Presentations
This is an example talk for Paige Bae
Have you ever heard of the "Rich Man’s Roth IRA"? If not, you’re not alone. Most people only learn about saving for retirement through employer-sponsored plans like 401(k)s or Employee Stock Purchase Plans. But what if we told you there’s a strategy that’s been around since the early 1900s—one that’s been quietly used by America’s wealthiest families to build lasting, multi-generational wealth?
In this eye-opening session, we’ll explore the powerful wealth-building concept known as Infinite Banking—a financial strategy often referred to as the “Rich Man’s Roth IRA.” Discover how figures like John D. Rockefeller used this exact method to create wealth that has lasted 7–8 generations.
With market volatility shaking retirement portfolios in 2008, 2011, 2018, 2020, 2022—and even in recent months—are you confident you won’t outlive your retirement income? This presentation will challenge what you think you know about saving and show you alternative solutions the ultra-wealthy have relied on for over a century.
You will learn:
- Why Infinite Banking is a powerful, tax-advantaged tool
- How to use a properly structured whole life or Index Universal Life policy to become your own bank
- What makes this strategy different from traditional retirement vehicles
- And how to position yourself and your family for financial freedom—regardless of market conditions