Monthly Archives: June 2022
Funding Buy-Sell Agreements
In addition to the multitude of benefits a “Pri-Ban” policy offers, one of the most beneficial for a business with multiple principals is the funding of “Buy/Sell Agreements” among the principals. The Advantages of a Buy-Sell Policy For those who … Continue reading
Posted in Funding Buy Sell Agreements
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Using an IUL as an Investment Vehicle
Using an IUL as an Investment Vehicle This post is a response to all those naysayers who say that an Indexed Universal Life (IUL) policy cannot, or should not, be used as an investment tool. Let’s be clear here, the … Continue reading
Posted in IRS Code 7702, Living Benefits (AKA “Accelerated Death Benefits”), Non-Direct Loan Recognition
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Tax-Free Retirement Visual
One of the benefits of Infinite Banking is “Tax-Free Retirement.” Since the end results are based on a plan design that is tailored specifically for you, please contact us and let us design a plan for you. Information concerning tax … Continue reading
Posted in Tax Advantages of Pri-Ban Life Insurance Policies
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Infinite Banking Visual
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Posted in Privatized Banking
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What Kind of Policy Do You Use for Privatized Banking?
You are actively seeking the optimal life insurance policy tailored for Privatized Banking, a task that requires a precise selection. Your aim is to secure a specific type of life insurance that grants you accessible cash reserves, consistent compounding without … Continue reading
Posted in Privatized Banking, Privatized Banking - The Whole Story
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