Your Private Family Banker

5-ish Minute Private Family Banking Podcast.

Private Family Banking Structure, Liquidity

Private Family banking is a long-term financial strategy. We teach people how to leverage a high cash value permanent life insurance policy to take control of their household finances.

In this episode, I discuss the general structure of a Private Family Banking policy, why that matters and talk about what this strategy offers, starting with a very important aspect - liquidity.

Like and subscribe so that you don't miss an episode.

For more information or to set up a free consultation, go to our website and fill out our contact form.

https://plginsurance.com/

5-ish Minute Private Family Banking Podcast.

Why High Net Worth Families Keep Money In Life Insurance - Part 3

Private Family banking is a long-term financial strategy. We teach people how to leverage a high cash value permanent life insurance policy to take control of their household finances.

This is the third and final episode discussing why high net worth families keep huge sums of money inside life insurance policies.

In Part 1, we discussed how to avoid a policy becoming a MEC and how proper structure can maintain the tax advantages that high net worth families enjoy when using the Private Family Banking Strategy.

In Part 2, we covered conservative and stable returns, access to capital without going through loan approval processes and continuous growth.

Today we discuss asset protection and privacy, estate/legacy planning, peace of mind, and generational banking strategies.

Like and subscribe so that you don't miss an episode.

For more information or to set up a free consultation, go to our website and fill out our contact form.

https://plginsurance.com/

5-ish Minute Private Family Banking Podcast.
 
Why High Net Worth Families Keep Money In Life Insurance - Part 2
 
Private Family banking is a long-term financial strategy. We teach people how to leverage a high cash value permanent life insurance policy to take control of their household finances.
 
In this episode, continue the discussion around why high net worth families keep huge sums of money inside life insurance policies. If you missed Part 1, go back and listen now. Today we cover conservative and stable returns, access to capital without going through loan approval processes and the continuous growth aspects of the Private Family Banking Strategy.
 
Like and subscribe so that you don't miss an episode.
 
For more information or to set up a free consultation, go to our website and fill out our contact form.
 
 https://plginsurance.com/ 

5-ish Minute Private Family Banking Podcast.

Why High Net Worth Families Keep Money In Life Insurance - Part 1

Private Family banking is a long-term financial strategy. We teach people how to leverage a high cash value permanent life insurance policy to take control of their household finances.

In this episode, begin the discussion around why high net worth families keep huge sums of money inside life insurance policies. We start by discussing how to avoid a policy becoming a MEC and how proper structure can maintain the tax advantages that high net worth families enjoy when using the Private Family Banking Strategy.

Like and subscribe so that you don't miss an episode.

For more information or to set up a free consultation, go to our website and fill out our contact form.

https://plginsurance.com/

Introducing our new podcast series called the 5-ish Minute Private Family Banking Podcast.

Private Family banking is a long-term financial strategy. We teach people how to leverage a high cash value permanent life insurance policy to take control of their household finances.

In this episode, we intro the concept and the series. In future episodes, we will go into depth on what the strategy is, who uses it, why they use it and how they use it.

Like and subscribe so that you don't miss an episode.

For more information or to set up a free consultation, go to our website and fill out our contact form.

https://plginsurance.com/