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30 BENEFITS OF OWNING A PERSONAL BANKING SYSTEM

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 […]

February 25, 2011 · Jennifer · One Comment
Tags: 1035 exchange, 845-649-7487, accelerated death benefit, becoming your own banker, creditor and asset protection, estate tax free, Jennifer Bhala Hansen, line of credit, long term care rider, no probate, personal banking system, private capital, waiver of premium · Posted in: 30 Benefits of Private Banking, BANKING with INSURANCE

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