Thinking Like a Bank

Episode 68 - Passive Income and Tax Favored Growth

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This episode talks about:

  • ​​Recap on the Bank on Yourself Concept and what it is
  • Two parts of a cash value whole life insurance policy
  • Leveraging the cash value in a whole life policy for other investments and businesses.
  • What are small business bonds?
  • Who is SMBX? How are they helping small business owners raise capital and investors with earning passive income?
  • Realizing the arbitrage between leveraging your whole policy and the income from passive investments
  • What is non-direct recognition? How is it advantageous when earning passive income?
  • What are some of the tax benefits in this situation? How taxes work when you receive principal and interest back from bonds?  The tax benefits of using whole life for passive investments
  • Why SMBX may be more advantageous for small business owners than banks in terms of borrowing?
  • What ​are​ some of the risk​s​ to look for when investing in small businesses?
  • What about market volatility? How does it affect your policy?

    • To connect with Sarry Ibrahim and to learn more about SMBX and Bank on Yourself Concept, please visit:

    👉SMBX Company Website:➡️https://www.thesmbx.com/

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

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    Thinking Like a BankBy Sarry Ibrahim
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