INVESTOR APPLICATION

First Name *

Last Name *

Phone *

Email *

Are you an accredited investor? *

Yes - My income exceeds $200K/year (single) or $300K/year (married)

Yes - My net worth exceeds $1MM not including my primary residence

Yes - both

No - I do not meet the SEC definition

Do you own a business or investment properties? (check all that apply) *

Business/Practice Owner ($2MM+ revenue/year)

Own Investment Properties (aggregate portfolio value $2MM+)

Neither

Brief Bio - tell us about yourself, your business and/or investment portfolio *

What best describes your current alternative investment approach? *

Primarily ACTIVE investing - I buy/sell/manage the day-to-day

ACTIVE but want to transition to PASSIVE

Primarily PASSIVE - I invest in other sponsor's deals/funds

Just getting started - looking for guidance

Are you interested in learning about infinite banking concepts/strategies? *

Very interested / already doing it

Somewhat interested / learning about it

Not sure what it is

Know about it but not interested

What are you hoping to gain from The Builders Circle? *

Are you willing/able to regularly attend monthly in-person events in Bucks/Chester/Montgomery/Delaware County? (location will vary month-to-month)

Yes

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested from Eagle Capital Investments. These messages may include appointment reminders, order confirmations, and account notifications. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, and new product updates, from Eagle Capital Investments. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt out.