Tax-Free Income, Financial Freedom, Investing, & Increase Your Cashflow.
Written by Joe Neri on Jul. 17th 2022
What is Becoming Your Own Banker?
The American Dream is your own version of success. Typically, it includes financial freedom, prosperity and even upward social mobility, regardless of what class you were born in or where you live. Building wealth isn’t easy when you don’t have much to invest. Instead of putting in more hours at work, generate passive income with dividend paying whole life insurance, an asset often known as the Infinite Banking Concept.
Whole Life Insurance Plus Dividends
Whole life insurance is a policy that offers benefits for your “whole life.” It often has a cash value that you can borrow against while you’re living, usually 60-70% your first year. Some insurance companies offer participating whole life insurance. This means that the policy pays dividends when the company makes a profit. Although dividends aren’t guaranteed, you can find many insurance companies that paid out dividends for over 100 years on participating whole life insurance policies.
Benefits of Whole Life Insurance
Whole life insurance is often touted as a lousy place to put your money, but the financial experts who say this are not talking about participating whole life insurance policies. These policies are some of the best and safest places to store your money. There’s a reason why Warren Buffet, Walt Disney, JC Penny and the largest Banks in the world put their reserves here. If you don't believe me look up BOLI and Tier 1 Assets. Here are some of the benefits of this type of policy:
-Guaranteed death benefits for your family.-No-Loss Provision-Collateral Opportunities-Safe-Asset Protection-Competitive Returns-Guaranteed Loan Options-Unstructured loan payments-Tax-Free Distribution.-Long-term care-Liquidity, Use and Control
Why Participating Whole Life Insurance Can Be an Investment
One of the key elements of a dividend paying whole life insurance policy is the ability to borrow against the value of the policy. This financing option typically isn’t reported to the credit bureaus, nor is dependent on your credit score or other assets. You can bypass banks and finance companies when you need financing. Ray Croc used this feature to help him start McDonalds. Walt Disney also used this type of account to begin his company.
Plan for Your Future Today
Provide protection for you and your family and at the same time build wealth without changing your lifestyle. Your financial portfolio should be diversified instead of having all of your eggs in one basket. The Infinite Banking strategy is the brainchild of Nelson Nash, the author of “Becoming Your Own Banker” You can use his strategies to build a foundation for your family and business.This is the Most Powerful Wealth Building Strategy on the Planet, but IT'S NOT FOR EVERYONE. Up Planning Edge can teach you the strategy, construct a plan of action, and build tax free income for life. Let's Talk.
PLAN UP!
Be the Bank And Real Estate Investing - Creating Infinite Opportunities
Written by Joe Neri on Oct. 20th 2022
What is Becoming Your Own Banker?
The American Dream is your own version of success. Typically, it includes financial freedom, prosperity and even upward social mobility, regardless of what class you were born in or where you live. Building wealth isn’t easy when you don’t have much to invest. Instead of putting in more hours at work, generate passive income with dividend paying whole life insurance, an asset often known as the Infinite Banking Concept.
Whole Life Insurance Plus Dividends
Whole life insurance is a policy that offers benefits for your “whole life.” It often has a cash value that you can borrow against while you’re living, usually 60-70% your first year. Some insurance companies offer participating whole life insurance. This means that the policy pays dividends when the company makes a profit. Although dividends aren’t guaranteed, you can find many insurance companies that paid out dividends for over 100 years on participating whole life insurance policies.
Benefits of Whole Life Insurance
Whole life insurance is often touted as a lousy place to put your money, but the financial experts who say this are not talking about participating whole life insurance policies. These policies are some of the best and safest places to store your money. There’s a reason why Warren Buffet, Walt Disney, JC Penny and the largest Banks in the world put their reserves here. If you don't believe me look up BOLI and Tier 1 Assets. Here are some of the benefits of this type of policy:
-Guaranteed death benefits for your family.-No-Loss Provision-Collateral Opportunities-Safe-Asset Protection-Competitive Returns-Guaranteed Loan Options-Unstructured loan payments-Tax-Free Distribution.-Long-term care-Liquidity, Use and Control
Why Participating Whole Life Insurance Can Be an Investment
One of the key elements of a dividend paying whole life insurance policy is the ability to borrow against the value of the policy. This financing option typically isn’t reported to the credit bureaus, nor is dependent on your credit score or other assets. You can bypass banks and finance companies when you need financing. Ray Croc used this feature to help him start McDonalds. Walt Disney also used this type of account to begin his company.
Plan for Your Future Today
Provide protection for you and your family and at the same time build wealth without changing your lifestyle. Your financial portfolio should be diversified instead of having all of your eggs in one basket. The Infinite Banking strategy is the brainchild of Nelson Nash, the author of “Becoming Your Own Banker” You can use his strategies to build a foundation for your family and business.This is the Most Powerful Wealth Building Strategy on the Planet, but IT'S NOT FOR EVERYONE. Up Planning Edge can teach you the strategy, construct a plan of action, and build tax free income for life. Let's Talk.
PLAN UP!
Grow & Protect Your Wealth – Make the Right Move!
Written by Joe Neri on Oct. 17th 2022
With numerous financial institutions offering a wide variety of products and services, it becomes difficult to make the right choice. Financial goals may vary from person to person, but choosing the right one in order to protect and grow your wealth is key. Higher returns usually means Higher Risk! What if it doesn’t have to be that way….What if you can get double digit returns with almost zero risk.
How do the wealthy continue to flourish even through the most challenging economic conditions? The answer is simple! They educate themselves on how money works and put it somewhere safe where it continues to grow uninterrupted and only use that money when they see lifetime opportunities like crash 2020 or now 2022. Think Warren Buffett, Think Rothschilds generational wealth, Think Banking. The largest buildings in the largest cities are owned by Banks and it's not by luck.
Qualified Plan has fail most Americans.
The number one problem for most people is still money! Even the 401 (k) retirement plans can lead to disappointment. Some disadvantages of this plan are, you are only allow to take 50% of your vested account balance, or $50,000, whichever is less and you are also exposed to the market downturns. Remember 2007 & 2008?! Now 2020 and 2022!
Infinite Banking - A Mind Shift
Infinite Banking (IBC) is a concept also called Becoming Your Own Banker by Nelson Nash. Nash is the author of the bestseller, “Becoming Your Own Banker”. He inspires his readers to become their own bankers and achieve disciplined saving by taking advantage of a specifically designed, dividend-paying, high cash value whole life insurance.
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Big corporations and bank are the biggest purchasers of Whole life insurance. (look up BOLI)
Is there something they know that you don’t? THINK ABOUT IT!
Contact Up Planning Edge today and let me show you the strategy and teach you how to create Tax Free Income for life. Let's talk.
PLAN UP!
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