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  • Careers
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  • Home
  • About
    • Who We Are
    • Mission
    • Philosophy
    • Meet The Team
    • Client Focus
    • Refer a Friend
  • Services
    • Infinite Banking Concept
    • Insurance
    • Tax-Free Retirement
    • Quotes >
      • Term Life Insurance Quote
      • Permanent Insurance Quote
      • Annuity Quotes
      • Final Expense Insurance Quote
  • Videos
    • CORE Videos
    • Full IBC Overview
    • The Nelson Nash Story
    • CORE Debt Strategy
    • Podcast EPs
  • Calculators
    • Wealth Watch >
      • Human Life Value Calculator
      • Net Worth Calculator
      • Future Value Calculator
      • Savings Calculator, Taxes and Inflation
      • Savings Calculator (compounding interest)
    • Investing >
      • Taxable vs. Tax Deferred vs. Tax Free Investment
      • Compare Investment Fees Calculator
      • Mutual Fund Expense Calculator
    • Taxes >
      • Charitable Contributions Calculator
      • Estate Tax Liability Calculator
      • Marginal Tax Rate Calculator
      • Net to Gross Paycheck Calculator
      • Payroll Deductions Calculator
      • Self-Employment SE Taxes Calculator
      • Student Loan Tax Rate Calculator
    • Business Finance >
      • Cash Flow Calculator
      • Profit Margin Calculator
      • Working Capital Calculator
      • Breakeven Analysis Calculator
      • Business Debt Consolidation Calculator
      • Business Valuation Calculator
      • Equipment Buy vs. Lease Calculator
      • Investment Loan Calculator
      • Like Kind Exchange Calculator
      • Line of Credit Calculator
      • Loan Tax Savings Calculator
      • Stock Distribution Calculator
    • Retirement >
      • Life Expectancy Calculator
      • Social Security Benefits Calculator
      • Fixed Annuity Calculator
      • Retirement Planner Calculator
      • Retirement Income Calculator
      • Retirement Savings Calculator
      • Retirement Shortfall Calculator
      • Required Minimum Distribution RMD Calculator
    • Insurance >
      • Life Insurance Calculator
      • Long Term Care Calculator
      • Human Life Value Calculator
      • Human Life Value Calculator
    • Personal Finance >
      • Family Income Calculator
      • Home Budget Calculator
      • Budgeting Calculator
      • Amortization Loan Calculator
      • Auto Loan Calculator
      • Lease vs. Buy
      • Auto Rebate vs. Interest Rate Calculator
      • Health Savings Account (HSA) Calculator
      • College Savings Calculator
      • Student Budget Calculator
      • Savings Goals Calculator
    • Mortgages >
      • Rent vs. Buy Calculator
      • Home Buyer Savings Calculator
      • Mortgage Qualifier Calculator
      • Mortgage Required Income Calculator
      • Mortgage Loan Calculator
      • Maximum Mortgage Calculator
      • Mortgage Points Calculator
      • 15 Year vs. 30 Year Mortgage Calculator
      • ARM & Interest Only ARM vs. Fixed Rate Mortgage
      • Interest Only Mortgage Calculator
      • Adjustable Rate Mortgage Calculator
      • Home Equity Line of Credit Calculator
      • Refinance Breakeven Calculator
      • Reverse Mortgage Calculator
    • Debt/Liabilities >
      • How Much Do You Owe Calculator
      • Cost-of-Debt Calculator
      • Credit Card Debt Calculator
      • Credit Card Pay Off Calculator
      • Roll-down Your Credit Card Debt Calculator
      • Student Loan Calculator
  • Careers
  • Contact
  • CORE Shop
    • Recommended Reads
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Dr. Mellisa Lambert, Financial Consultant with CORE Financial Partners and licensed Practitioner with the Nelson Nash Institute (Infinite Banking Concept), is on a mission to help families protect their children early, while they are insurable and coverage is still affordable.
​
She chose to align with CORE Financial Partners because of their commitment to financial education, family-first strategies, and empowering individuals to take control of their money through proven systems like Infinite Banking. The mission of CORE aligns with Dr. Mellisa’s own; to build families, strengthen legacies, and create lasting impact.
​Through The 5 Pathways to Secure Your Child’s Future Wealth Today, Dr. Lambert teaches parents how to build protection, create wealth, and position their children for a life of financial independence:
  1. Cash Value & Living Benefits – Build an asset your child can use for life.
  2. Guaranteed Lifelong Insurability – Protect them now, no matter future health.
  3. Future Insurability Options – Increase coverage later without medical barriers.
  4. Locked-In Low Rates for Life – Secure affordability today that lasts forever.
  5. Financial Protection in Life’s Hardest Moments – Ensure your family has time and resources when it matters most.​​
Through her work with CORE Financial Partners, Dr. Lambert helps families minimize unnecessary wealth transfers, increase cash flow, and build a growing pool of capital that provides liquidity, control, and uninterrupted compounding. Her approach focuses on protecting what matters most while creating systems that allow money to work for the family, not against them.
Her primary focus in marketing the Infinite Banking Concept is families, especially children, ensuring the next generation is protected, positioned, and prepared for wealth early in life.

Dr. Lambert’s philosophy is simple and powerful:
“Protect what matters now. Build what lasts forever. Leave a legacy.”
Her approach is clear: Protect Now, Grow Consistently, and Give Your Child a Financial Head Start Most People Never Receive.
Dr. Lambert believes, “If we prepare them now, maybe your children won’t need you financially later.”

Remember, “We protect children today so they can own their future tomorrow.”
This is more than insurance, it’s legacy, ownership, and becoming the bank for your family.
Schedule A Call Right Now!
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Recommended Videos

CORE Debt Strategy

Pay off all your debt in a fraction of the time with your current budget.

Becoming Your Own Banker

Discover the simple method to becoming your own banker.

Your Kids Future Wealth

Learn how you can secure child's future wealth today.
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E. [email protected]
Located In: Lake Mary, Florida
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             Sat - 9am-1pm

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CORE Financial Partners​
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302.888.9262
Wilmington, DE 19803
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