While there are many ways to create generational wealth, they all share one thing in common—planning. In this article, we’ll explain why the Perpetual Wealth Strategy is ideal for individuals looking to create and pass down generational wealth, from its unique tax advantages that help you and your heirs keepContinue Reading
There’s a lot of speculation about the U.S. economy heading into a recession within the next 6-24 months, and while riding out bear markets is a part of investing in the stock market, you might not be so comfortable with it if you’re approaching retirement or already retired. Even ifContinue Reading
A modified endowment policy is a life insurance product that can be useful for estate planning or retirement income with less volatility than market-based assets. It’s considered a form of limited pay permanent life insurance because it’s often purchased in one lump sum or over the course of a fewContinue Reading
Curious how to start infinite banking and start borrowing from yourself? You’re not alone. Infinite banking is becoming increasingly popular among American families as people look for ways to diversify wealth away from the stock market and reduce exposure to market volatility. Cash value whole life insurance is a provenContinue Reading
The infinite banking system is a wealth strategy that utilizes dividend-paying whole life insurance as an alternative to saving and borrowing with a traditional bank. While there are several benefits to using a whole life insurance policy as your private bank, perhaps the two biggest draws are its tax advantagesContinue Reading
If you think investments only happen in the stock or real estate markets, think again. There’s a type of investment utilized by big banks, businesses, and hedge and pension funds that can offer impressive returns with less risk. Even Warren Buffet and Bill Gates rely on it. Called life settlementContinue Reading
Cash life insurance, commonly referred to as cash value life insurance, combines the security of a life insurance policy with an investment feature that can offer an appealing rate of return, depending on your financial goals. What’s more, it also comes with intriguing tax benefits for those looking to keepContinue Reading
Have you ever wondered how banks stay profitable? Would it surprise you to learn that life insurance plays a key role in increasing a bank’s assets and reducing costs? Or that you could adopt a similar strategy for your own business or personal financial gain? In this article, we’ll explainContinue Reading
A passive income strategy is not always the easiest to come by. When hearing the term “passive income,” real estate or stock market investing are often the most common strategies that come to mind. However, generating a reliable passive income stream that isn’t subject to market fluctuations involves a provenContinue Reading
770 Accounts have been getting a lot of hype over the past decade. But what exactly are they? And can a 770 Account really help grow your wealth? What is a 770 Account? A 770 Account is a dividend-paying whole life insurance policy uniquely structured for cash value. It’s namedContinue Reading
