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Walt Disney, JCPenney, and Ray Kroc.
What do all these ultra-wealthy individuals have in common? They all possess, “The Secret of the Affluent”, as coined by the New York Times. In layman’s terms, they all got ahead in life, not by spending their own money, or taking out a loan, but…
By borrowing against their whole life insurance policy!
So, why do the ultra-wealthy leverage whole life insurance policies?
Deposit amounts are unlimited (and NO income limitations) No tax on the growth of your account No tax when accessed either (if structured correctly) Any money left over for your children and grandchildren can NOT be taxed by the money hungry federal government.
Sounds pretty good, right?
Well, in today’s episode, I reveal a few more tricks the ultra-wealthy do to amass true wealth, while paying as little in tax as possible.
Listen now!
Show Highlights Include:
Reach out to me: [email protected] https://www.linkedin.com/in/valerie-laroque-lacp-b569509 Infinite Banking Mastery (infinitebankingnorthwest.com)
5
1919 ratings
Walt Disney, JCPenney, and Ray Kroc.
What do all these ultra-wealthy individuals have in common? They all possess, “The Secret of the Affluent”, as coined by the New York Times. In layman’s terms, they all got ahead in life, not by spending their own money, or taking out a loan, but…
By borrowing against their whole life insurance policy!
So, why do the ultra-wealthy leverage whole life insurance policies?
Deposit amounts are unlimited (and NO income limitations) No tax on the growth of your account No tax when accessed either (if structured correctly) Any money left over for your children and grandchildren can NOT be taxed by the money hungry federal government.
Sounds pretty good, right?
Well, in today’s episode, I reveal a few more tricks the ultra-wealthy do to amass true wealth, while paying as little in tax as possible.
Listen now!
Show Highlights Include:
Reach out to me: [email protected] https://www.linkedin.com/in/valerie-laroque-lacp-b569509 Infinite Banking Mastery (infinitebankingnorthwest.com)
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