Get Started

To get started, call 855-734-7778 or email us at so that we can introduce you to a PEI Wealth Advocate


1.- Start

Call us at 855-734-7778 (toll free) or
719-578-3044 (direct), or fill out the Getting Started Questionnaire so that we can introduce you to a Wealth Advocate who will personally introduce you to the Be the Bank™ process.


2.- Learn

Based on your goals and needs, your Wealth Advocate will show you how the Be the Bank™ process can work specifically for you.


3.- Act

When you’re ready, your Wealth Advocate will get the Be the Bank™ process started for you and then continue to provide you with all the tools, coaching and ongoing education you’ll need




Learn more about becoming a Personal Equity Institute Wealth Advocate.