OPPORTUNITY FUND
FOR INVESTMENTS
Use your policy for loans with rates better than traditional banks, you can significantly reduce your cost of capital. This lower rate gives you a competitive edge, increasing your purchasing power and allowing you to spend more to secure the same assets compared to your competition.
Imagine having total control, especially in tough markets, when others are constrained by high-interest rates and market volatility.
With an opportunity fund backed by the protection and guarantees of your policy, you can invest confidently while others hesitate. This gives you a strategic advantage, allowing you to capitalize on opportunities when they matter most.
Tax Shelter Growth:
Unlike a savings account or a Certificate of Deposit (CD), where gains are taxed, whole life insurance offers tax-efficient wealth accumulation. Your money grows tax-free, and you can access it through tax-free loans, allowing you to keep building wealth while avoiding unnecessary tax burdens. It’s a smarter way to grow and use your money.
Real State Investment Trust:
Living trust avoid probate, if you own a LLC and personal property. Ease of transferring all your properties and investments without having to file multiple deeds and having to report all of these to the public.
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Let’s find some time to go over all the details, I’ll answer all your questions!
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