Creating Tax Free Income

How Could You Benefit from Becoming Your Own Banker?

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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:

  • Tax Deferred Growth

  • Tax-Free Income

  • “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!

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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:

Handouts

All written and video content is for informational purposes only.  It is not intended to provide any tax or legal advice or provide the basis of any financial decisions.  Opinions expressed herein are solely those of Journey Financial Group, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or a qualified professional before making any financial decisions.  We are not affiliated with our endorsed by any government agency.

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Investing involves risk including the potential loss of principal.

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Advisory services are offered by Journey Investments, LLC DBA The Journey Financial Group a Registered Investment Advisor in the State of CO. Insurance products and services are offered through Journey Insurance, LLC. The Journey Financial Group and Journey Insurance, LLC are affiliated companies. The Journey Financial Group and Journey Insurance, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Sellstate ACE Realty, American Family Insurance, Synergy One Lending, Lizknowsmedicare, and Budget Balance are not affiliated companies. The content on this website is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell insurance or investment advisory services to any residents of any State. Information provided is specific to the State of CO. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The Journey Financial Group is not engaged in the practice of law  or tax preperation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

 

Exclusive rights to this material belongs to The Journey Financial Group and GPS. Unauthorized use of the material is prohibited.

© Copyright 2018 The Journey Financial Group. All rights reserved.