Award-Winning PLANS
Create a Compound Interest Retirement Plan with Tax Advantages
Unlock the Wealth Secrets of Cash Value Life Insurance
✓ Low COST, HIGH YIELD
✓ SATISFIED clients
✓ Saves money and time
Why hasn’t my financial advisor ever informed me about this?
Reason 1
Lack Of Knowledge
Most financial advisors are unaware of the existence of such accounts and lack knowledge on how to legally establish them as tax-free for account holders
Reason 2
Existing Obligations
Many financial advisors recommend financial instruments based on their contractual obligations with specific companies
Reason 3
Lost Commissions
They are hesitant to reduce their earnings. In IRAs and 401Ks, advisors charge fees and commissions on the deferred tax liability, resulting in higher investment costs
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Consequently, less than 0.07% of Americans have a compound interest vehicle set up, whereas more than half the population possesses a taxable 401(k) or a similar tax-deferred retirement account.
With a Tax-Deferred 401(k) or IRA:
- You are obligated to pay taxes either upfront or when you withdraw income in the future.
- Your funds lack liquidity, making it challenging to access your money at will, and hardship withdrawals incur heavy penalties.
- Investment limits are imposed (annual funding limits in plans with significant tax benefits).
- Your funds are not guaranteed, as they may rise in bull markets but decline in bear markets.
- You must report your earnings to the IRS, making everything in a 401(k) or IRA subject to taxation.
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A Compound Interest Vehicle employing infinite banking:
- No taxes are levied on growth or principal, provided your account is established and structured correctly in accordance with the current IRS tax code.
- Historically, it delivers average annual returns of 5-7%, tax-free, net of fees and costs.
- Your account’s value is guaranteed not to decrease; you lock in gains when the market is up, with no losses when the market is down.
- Your money remains liquid, allowing you to withdraw funds at any time without penalties while your entire balance continues to earn interest.
- Distribution from these vehicles are not reported to the IRS, as they are not considered “income.”
Your money can be protected from the IRS, Lawsuits, Divorce and other civil litigations!
There are numerous advantageous financial strategies you can implement with an account of this nature, such as Infinite Banking and Debt Free Life!
But, you may wonder, is it too good to be true?
Not at all. It’s entirely legitimate!
In fact, tax advantaged vehicles are not a new investment concept. Wealthy individuals and families have been using vehicles like these for over a century to build and pass on fortunes in a legally tax-free and probate-free environment.
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Did you know that Walt Disney utilized his Cash Value Life Insurance vehicles to provide liquidity to help pursue his dreams of building Disneyland, when traditional banking denied his request?
Were you aware that Financial institutions, such as JP Morgan, make approximately 70% of their revenue selling variable retirement vehicles, like IRA’s or 401(k)’s? Yet their executive teams don’t have a single penny in those vehicles! Instead, their retirement plans are in what banks consider tier 1 vehicles (such as Cash Value Life Insurance and other Fixed Indexed products) to protect and grow their money.
Prominent figures, including President John F. Kennedy, Presidents Taft, Cleveland, McKinley, Harding, and FDR (who had a significant portion of his estate, equivalent to over $7 million today, in his account), utilized such accounts. Even John McCain employed his account to finance his 2008 electoral campaign. And our current president, Joe Biden, has six of these accounts.
Don’t miss out on the chance to secure your financial future. Act now and explore the possibilities that a Compound Interest Retirement Strategy can offer.
Your financial destiny is in your hands!
Receive your Compound Interest Retirement Plan information today.
✓ Invest in yourself, worry less about the unexpected
✓ Tailored policies to cater to your unique circumstances
To see if you qualify, please complete this quick survey below.
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