Creating Tax Free Income
How Could You Benefit from Becoming Your Own Banker?
401k, 403b,IRA, Roth IRA… these are household names for savings and retirement.
But becoming your own banker requires some specialty savings products that provide:
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Tax Deferred Growth
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Tax-Free Income
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“Participating” Policy Loans
And where can you find these specialty products – in Life Insurance.
In this class, we will focus on the flexible nature of life insurance products and their ability to allow you to become your own banker. If you are looking to help your children or grandchildren with college, buy a new car, save and fund your retirement, or leave a legacy for your posterity … this technique could be for you!
Watch our introductory video, then take our full class below.
Class

Our class is currently under construction, please check back again soon!
For more information and to request a consultation, contact us:
