04 Jun 2011 @ 8:54 PM 

Are You Look­ing For an Alter­na­tive to Wall Street

HOW DO YOUR ASSETS & INVESTMENTS MEASURE UP?

 

I am using a sys­tem that is pro­vid­ing the ulti­mate solu­tion for debt elim­i­na­tion, wealth build­ing, retire­ment plan­ning and legacy plan­ning like you have never seen before. This sys­tem of using spe­cially designed whole life insur­ance as a pri­va­tized bank­ing vehi­cle will trans­form your life, it has mine.

Com­pare your cur­rent port­fo­lio of invest­ments and other wealth build­ing strate­gies with this unique sys­tem and hope­fully you will rec­og­nize how spe­cial and effec­tive it truly is.

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 23 May 2011 @ 7:59 AM 

Ques­tions and answers

Q. What type of clients ben­e­fit most from using the IBC concept?
A. Most of my clients are either:
1/ cur­rently stor­ing their sav­ings in ‘jail’ or,
2/ bor­row­ing from a finan­cial insti­tu­tion and pay­ing them inter­est or,
3/ save their money to pay cash for big ticket items, or are
4/ want­ing some tax relief.
Fur­ther explanation;
1/ Jailed sav­ings means the money peo­ple store for later, like higher edu­ca­tion costs (529) or retire­ment (401(k)) for exam­ple. Most finan­cial vehi­cles keep ones money in jail for long peri­ods and come with penal­ties and restricted use.
2/ Busi­ness own­ers often have lines of credit with high inter­est rates and the aver­age Amer­i­can finances many of their pur­chases, like vehi­cles, vaca­tions, wed­dings etc.
3/ Every­one makes pay­ments for pur­chases. We either save up, spend and save again. Or we, bor­row, pay back and bor­row again. When we merge both these within a finan­cial vehi­cle that allows us to spend the same money that is earn­ing tax advan­taged growth, is pro­tected and has a death ben­e­fit on top,  noth­ing can beat this model.
4/ Every dol­lar we earn is taxed mul­ti­ple times. To be able to earn some tax free div­i­dends, and have access to tax deferred growth, tax free and penalty free is what many peo­ple are look­ing for also. Our sys­tem helps them all recap­ture the lost oppor­tu­nity cost of their jailed sav­ings and the inter­est charges they are pay­ing some­one else.

Q. What advice do you have for a client look­ing to hire a provider like you?

A. My advice to all my cus­tomers is to read best­selling author, Nel­son Nash’s book, ‘Becom­ing Your Own Banker’ so they have a basic under­stand­ing of what I do and so can ask the right ques­tions of me. We would advise our cus­tomers to com­pare all their cur­rent wealth build­ing strate­gies with ours.
I am con­fi­dent we will be able to out­shine what most oth­ers offer.
We meet with clients, via online webi­nar, and use visu­als to help them under­stand this con­cept till all their ques­tions are answered and they are ready to ‘become their own banker’.
We struc­ture pri­vate bank­ing sys­tems based on IRC 7702 so our clients can bank like a bank instead of like a consumer.

Q. If you were a cus­tomer, what do you wish you knew about your trade? Any inside secrets to share?

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 25 Feb 2011 @ 7:55 PM 

30 Ben­e­fits of Own­ing a Per­sonal Bank­ing System

1. Flex­i­ble – Get mul­ti­ple uses from each dol­lar! Typ­i­cally, we allo­cate dol­lars into indi­vid­ual buck­ets that meet spe­cific needs or wants. We have our sav­ings bucket, our retire­ment bucket, our invest­ment bucket and our insur­ance buck­ets. A dol­lar placed in any one of these buck­ets serves one spe­cific need. How­ever, a bank­ing sys­tem can per­form simul­ta­ne­ous jobs such as life insur­ance pro­tec­tion, per­sonal sav­ings, financ­ing, a ware­house for invest­ment dol­lars, retire­ment & estate plan­ning. Your options are infi­nite and inter­change­able. With this sys­tem you can truly stretch a dollar.

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 23 Feb 2009 @ 11:28 AM 

‘Finan­cial GPS’ Best Describes Our Finan­cial Nav­i­ga­tion Solution

After enter­ing your start­ing point into any Global Posi­tion­ing Satel­lite Sys­tem, it knows where you are at all times. After you enter your des­ti­na­tion, it directs you, one step at a time, how to reach it.

If you make a wrong turn, if you decide to visit Aunt Jemima, if you stop off for lunch along the way, the GPS instan­ta­neously recal­cu­lates your posi­tion and then redi­rects you so you get back on track till you reach your final destination.

What do you think it would be like hav­ing a Finan­cial GPS Sys­tem that worked exactly the same way? What if your final des­ti­na­tion was set to zero debt and no mat­ter what you did along the way it also instan­ta­neously recal­cu­lated your finan­cial posi­tion so you would stay on track to reach that final des­ti­na­tion in the fastest time pos­si­ble for you.

How­ever, as well as recal­cu­lat­ing, what if it showed you the con­se­quences of your finan­cial choices before per­form­ing them in real time, just like a reg­u­lar GPS shows you your route ahead of time.

Wouldn’t this mean you could actu­ally be edu­cated about whether the deci­sions you are mak­ing with your money are direct­ing you to end up closer to your goal or tak­ing you fur­ther from it?

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 02 Dec 2008 @ 9:55 AM 
It is really won­der­ful when your grown chil­dren want to come home and visit you and each other. I feel as though we have been very blessed and have so much to be grate­ful for. All my kids (I call them kids even though their ages range from 15 in a few days, to 20, 24 and 26) are happy to hang out together. We live where the air is clean and the roads aren’t too busy. We have access to good live food. And even though our friends are mov­ing away, one by one, to big­ger and bet­ter places, at the moment we are happy to be here. In our first 19 years of marriage, More »
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 19 Nov 2008 @ 7:44 AM 
My hus­band Bill and I drove to Arling­ton VA on Thurs­day Nov 13th. Then spent Fri­day and Sat­ur­day in Crys­tal City attend­ing the Regional event. I received the V4.1 demo soft­ware so I am very happy to have that. I also learned a lot that will help me with shar­ing this phe­nom­i­nal prod­uct with oth­ers. More »
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