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Build Tax-Free Wealth with Participating Whole Life.
Would you like to build wealth tax-free? Would you like to achieve a greater tax-free income in retirement? Would you like to pass additional assets to your family?
Please see the "mechanics" section below for more details.
Why Have I Not Heard of This Before? For decades, large institutions and America's wealthiest families have by-passed the commerical banking system in favor of dividend paying, high cash-value life insurance as an asset class. These policies offer guaranteed cash values, tax-free dividends, lifetime estate planning benefits, and the ability to borrow and repay into a tax-free investment vehicle at flexible rates of interest.
Dividend paying whole life is also known by its technical IRS classification, a 7702 plan. These private plans are IRS approved, and extremely flexible for plan owners.
Becoming Your Own Banker - It's Easier Than You Think. Each and every year, Americans give billions of dollars in interest charges and fees to the commerical banking system. They do this not out of ignorance, but out of necessity assuming that there is no other way to finance the needs of life - but there is!
It has been estimated that the "average" American citizen pays between 20-35% of their income servicing debts and interest payments. How can the average American expect to achieve financial success if they are giving away roughly 30% of their income? The simple answer is that they can't.
What if we had our very own bank? What if we could borrow and repay interest charges to ourselves instead of an outside bank or institution? What if we could do ALL of this tax-free? You can imagine the possibilities! By using high cash-value whole life, we can do just that!
Our Goal - Teach You How to Become Your Own Banker! Our service is simple; we teach you how you can use dividend paying, high cash-value life insurance to build wealth and retain assets. We show you why traditional financial planning often fails, and how you can use safe assets to build wealth in a world of uncertainty. We also show you why dividend paying whole life streamlines your estate planning, and why it is the choice of financially savvy investors the world over!
 Step 1: Family opens High Cash Value Whole Life Plan. (7702 Plan) Step 2: Family borrows necessary funds to cover family expenses. Step 3: Family repays plan as it would an outside bank or lender. (Policy grows tax-free and recovers interest & principle payments.)  Why This Strategy Works. This strategy works because payments are being made into an account that the family owns and controls, and all interest and principle payments are recaptured by the family to be used again for later purposes. To ensure that the family or business owner recaptures this income, payments must be directed back to the policy on a regular basis similar to that of a bank loan or payment.
Whole life policy owners are NOT restricted in the total amount of money that can be directed to cash value insurance plans. Thus, a family can have an unlimited source of funding that is capped only by his or her earnings potential and ability to fund the family's own bank. |
