Family Banking Meeting is a transformative communication framework designed to bring families and business partners together for intentional, recurring conversations about stewardship, succession, and shared financial strategy. This IP is not limited to those implementing the Infinite Banking Concept (IBC); rather, it is a powerful tool for transferring financial literacy, values, and strategic thinking from one generation to the next. The Family Banking Meeting is a living system of communication, where clarity, confidence, and long-range thinking are cultivated. It is not a “financial review” in the traditional sense, but a relational and educational ritual—an intergenerational forum where stakeholders openly discuss money mindset, capital usage, wealth-building tools, and personal victories, while realigning with shared goals. Even in families without active life insurance strategies, this IP supports legacy thinking and mitigates the cultural problem of silence around money and succession. It’s a structure for creating financial harmony, resolving confusion, and celebrating growth—whether or not Whole Life policies are part of the equation.