Benefits of Privatized Family Banking If the information inside the covers of this book makes sense to you, give me a call and let’s have a conversation to see if I can help you and your family. I can give you insight into the financial strategies and concepts for creating wealth, without paying management fees, reducing taxes, or having your money exposed to market losses, or the Probate courts. This is the foundation of Common-Sense Economics. The Amazing Life Benefits of Privatize Banking Allows you to Earn a Return on the Same Money in Two Places at the Same Time!
• Better than Bank Savings Rate • Accumulates Tax-Deferred • Access Cash Tax-Free • Terminal & Critical Illness • Creating Family Legacy • No Government Red Tape • Tax-Free Death Benefit
• Builds Capital Reserves • Never Ending Compound Interest • Liquidity • Pay Back Loans on Your Time Frame • Provides Cash for Long- Term Care • Avoid Probate & is Private • Alternative to Qualified Plans
From the Right Pocket to the Left Pocket Real life case study (2017)
A grandmother is 79 years old with a $200,000 Certificate of Deposit earning less than .30%. She wants to leave this money to her two granddaughters. Her major concern is her money isn’t staying up with inflation and taxes. After some thought, I suggested a dividend paying, well-designed, high- grade whole life insurance policy. She was rated standard.
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