Insurance

Essential Part of a Balanced Portfolio

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardships and create many tax benefits.

Adding properly designed and structured insurance products as one of the legs in your financial table is critical. Insurance has been used by business owners and the Ultra Wealthy for years because of the predictability and contractual guarantees.

If the government LIMITS how much of something you can buy, it must be really good. If there was an absolutely ideal asset that had everything you wanted and nothing you didn’t want, a Cash Accumulator Maximizer with a Death Benefit Optimizer would be it.

The CAM insurance product is specially designed and structured to give you 11 of the 12 benefits of an ideal asset, now no investment tool is perfect but the proprietary and exclusive CAM is as close to ideal as you can get.

Compare these benefits of the properly designed Cash Accumulator insurance with your current asset:

  • Tax Free Distribution
  • No Contributions Limits
  • Collateral Opportunities
  • Safe Harbor
  • Guaranteed Loan Options
  • Liquidity, Use and Control

 

Get a Free No Obligation Report Where You’ll Discover a Foundational Financial Strategy the Ultra Wealthy Use to Never Lose Money in The Stock Market.

This is a free educational phone call where we’ll share with you a little known ‘Index Strategy’ that gives you the potential for double digit gains and complete downside protection. Plus, you’ll get personalized estimates for the retirement cash flow you can expect using this strategy.

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 A way to grow your money safely out of the Wall Street Roller Coaster

 How to beat inflation with a rate of return much higher than banks or CD's

 How to protect yourself from the ravages of tax increases. (This powerful strategy is the difference between growing YOUR wealth...or funding Uncle Sam's spending spree!)

 An alternative to 401(k)'s and IRA's and other government programs

 3 ways to build a cash flow that could give you FINANCIAL SECURITY so you can walk away from the 9 to 5 when you retire

 LIBERATE YOURSELF financially by having an actual blueprint, a plan you see every morning and night that shows you getting closer to your financial goals!