Decode the murky debate between Direct vs Non-Direct recognition loans. Plus you’ll learn some infinite banking alternate loan strategies to optimize leverage and enhance total performance.
Whole Life dividends are one of the most attractive features of using a policy building your own private family bank. This article explores common dividend myths, how to maximize dividends while accumulating wealth, and how to best distribute them when using Whole Life for retirement.
Learn how the different types of insurance company ownership structures impact you when you’re looking into buying some sort of permanent life insurance policy.
Paid-Up Additions (PUA) are mini chunks of whole life insurance stacked onto an ordinary whole life policy acting like a turbo-charger of sorts. Because paid-up additions are completely paid-up in one shot, a PUA increases your Whole Life’s policy’s guaranteed cash value & death benefit. Paid-Up Additions can be added via a PUA rider or by electing it as the primary dividend option.
Infinite Banking is a cash flow management system using the cash value in a life insurance policy rather than traditional bank accounts. By borrowing against their policies cash value, users of the Infinite Banking keep their liquidity compounding inside a tax sheltered environment and end up at a higher place in line when they pay down the loans.
A discretionary non-grantor irrevocable spendthrift trust is a legal structure, but it may become illegal depending on how you use it in conjunction with other types of trusts and charitable entities. Let’s break down the 4 major red flags of these complex trust schemes that coincide with the IRS warning signs:
No upcoming events right now!
Needless to say, I’m super busy between work & family, but…
I am willing to jump on an hour Zoom to consult for a fee on whatever you like:
You can use the link below to pay which will then route you to a form leading to my personal calendar.
If you were looking to “pick my brain” at no cost, nothing personal, but I just don’t have the spare time as you can imagine.
However, you can always check out a list of my upcoming speaking events above, and maybe we can chat during a break. I try and block out most distractions so I can be fully present at these events.
Perhaps our paths will cross soon.