Author Archives: SafeZoneLife
Succession Plan Plus / Funding Buy-Sell Agreements
What would occur within your company in the event of the unforeseen passing of one of the owners, whether they are Corporate Officers or Partners? Have you established a prepared strategy that ensures the seamless continuation of the company, or … Continue reading
Posted in Funding A Buy/Sell Agreement
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High-Yield Annuities
What are Annuities? Annuities are investments issued by insurance companies that can be used to help build a guaranteed income stream or a retirement nest egg. It’s like being able to create your own pension fund or IRA. Annuities come … Continue reading
Infinite Banking, in All Its Glory
Disclaimer: We are not suggesting that you are actually creating your own bank or that you are actually becoming a banker. Rather, we are stating a concept of taking back control of your money. You want to adopt a new paradigm … Continue reading
Posted in Infinite Banking, IRS Code 7702, Over-Funded Indexed Universal Life, Participating Whole Life
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KeyPersonLifeIns.com
As a business owner, losing a “key person”—such as a partner, top executive, or any other critical individual—can be catastrophic to the business. It could prove to be nearly impossible to replace them without serious financial consequences to the business. … Continue reading
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
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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
Contact Us so that we can design a plan for you. MENU QUOTE REQUESTS:
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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The History of Infinite Banking
(Privatized Banking) The History of Infinite Banking, or the concept of Infinite Banking gained prominence through Nelson Nash, who introduced it in his publication titled “Becoming Your Own Banker.” Nelson Nash, a veteran Life Insurance Agent with decades of experience, … Continue reading
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