Managing Your Subscription

Starter Weekly Preview

Starter users receive a weekly Policy Stack email. If you have no policy recorded yet, the email shows a starter preview state. If you have started entering data, it previews the kind of Builder Pro insights Policy Stack can generate from a fuller banking-system record.

The email is informational only. It does not access Builder Pro-only data mode, and it does not make recommendations.

How to Upgrade

After upgrading, all Builder Pro features activate on your existing data. No data migration is needed — your policies and loans are already in place.

How to Manage Your Billing

What Happens to Your Data if You Downgrade

If you cancel Builder Pro and return to Starter:

• All your data remains in Policy Stack and is not deleted.
• You can still view all existing policies, loans, deployments, and goals.
• One policy remains editable with its policy loans. Additional policies and Builder-only asset and goal records remain stored but read-only or locked until Builder Pro is active again.
• AI Insights are no longer generated but existing ones remain visible.
• Document extraction and export features become inaccessible until you resubscribe.

Your account resumes full Builder Pro access the moment you resubscribe.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.