Wealth Accumulation

How do the ultra-wealthy grow their money? Collateral.

You may know about collateral, but as a reminder, check out the Rolls-Royce story!

Tax-free retirement income

Everyone wants tax-free retirement income. While income from a Roth IRA is tax-free, there are stock market risks and funding limitations.

Use Permanent Capital. Permanent Capital? Read the Restaurant Story!

The ultra-wealthy know that Whole Life Insurance (NOT Universal Life) isn’t just a death benefit. They use it as a strategic method to self-finance and then provide tax-free retirement income.

Bank on Yourself

$20,000 to replace your leaky roof. $30,000 for your mid-life crisis Harley. $50,000 to fund your new small business. And OMG…those college costs! How do you normally pay for these? Home equity loans? 401(k) loans? Federal loans? Bank/Signature loans? Or yikes, credit cards?

Using a Bank on Yourself-designed Whole Life Insurance Policy, finance YOUR life’s expenses while YOUR money continues to grow. 1 + 1 = 3. YES, 3 (and even more)! The Dream House Story is a must-read!

“Put your money to work before you use it”…into a Bank on Yourself-designed whole life policy…because it will grow for your whole life!

AND ONE MORE THING…

Your money is GUARANTEED to grow. Yes, GUARANTEED!