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The Power of Mutual Insurance Companies

Banks and corporations hold billions of dollars in cash value life insurance. The providers of these policies, mutual insurance companies, have been some of the most proven and reliable companies in existence. From their foundational structure to their fiduciary responsibility and historical performance, mutual insurance companies can be one of the safest places to store your assets. Here are just a few of the ways their structure sets them apart from banks and other financial institutions.

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Tax Advantages of the Wealth Maximization Account

When compared to alternatives, the Wealth Maximization Account - a dividend-paying whole life policy designed for maximum cash value - can have some of the most lucrative short- and long-term tax benefits available.

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Hierarchy of Wealth

Just like Maslow's Hierarchy of Needs, there is a natural progression for meeting your financial needs: fulfill the most essential first before pursuing any other financial goal

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Your New Money Mindset

You've adopted an untraditional financial mindset, strengthening your position of power over your finances and the results you're able to achieve. This mindset is vital to maintain

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