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

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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 | Comments Off on Using an IUL as an Investment Vehicle

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

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Infinite Banking Visual

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Posted in Privatized Banking | Comments Off on Infinite Banking Visual

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

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