WOULD YOU CHOOSE THE SWING OR THE CLUBS?
Top Financial Insights — for the Win
Imagine if as a golfer, you had the choice of using a professional golfer’s swing, someone like Jordan Spieth or legends like Jack Nicklaus, or you could use his clubs. Which would you rather use? The answer is obvious: the swing. Once you have a successful swing down, you’re capable of maintaining success. But all too often people look to whatever clubs the pros are using. They’ll buy the latest ones, designed with state-of-the-art technology and materials — rather than focus on adding to their knowledge and skill. Applying this to financial strategies, many well-meaning financial professionals focus on selling the clubs, or commodities — they tell their clients to buy this mutual fund, or open that IRA, or invest in gold or silver. Their clients comply with their financial professional and hope for the best. But those clients may be facing the awful reality down the road of outliving their money due to the impact of increased taxes, inflation, and the volatility of the market. At 3 Dimensional Wealth, we focus first on the swing: understanding the value of liquidity, safety, predictable rates of return, and tax advantages. Because we believe so strongly in this approach for ourselves, we believe in sharing this approach with others — in one-on-one meetings with clients, in speaking engagements nationwide, on our YouTube channel, and in our books. We believe you should have every opportunity to understand what different financial vehicles offer (the clubs), and we believe you should be empowered to take accountability and responsibility for practicing wise financial and Authentic Wealth habits (the swing).
vehicles we recommend is a properly structured, maximum- funded Indexed Universal Life policy, or what we call an IUL LASER Fund.
This vehicle can be a powerhouse that not only allows your money to grow tax-free, but it also protects you from losing principal due to market volatility (with a guaranteed 0% floor during down years). IUL LASER Funds also provide you tax-free access to your money for everything from retirement income to business ventures, education funds, and more. And when you pass away, your money transfers to your heirs income- tax-free in the form of a death benefit. If you haven’t already, we invite you to explore how an exceptional swing and the right balance of clubs can help you achieve abundance with your Financial Dimension.
Discover the swing & the clubs that can lead to a winning future. Order your free copy of the best-selling book “The LASER Fund” today.
We recommend a balanced approach when it comes to choosing your financial “clubs.” If you’ve read our book, “The LASER Fund,” you’ll know one of the primary financial
385-257-2577 7
Made with FlippingBook Ebook Creator