As you assess this tax season, consider this: you work tirelessly for your income, only to see a significant portion forcibly claimed by the government, limiting opportunities for financial growth and stability. Explore this hidden alternative for expanding and safeguarding your wealth.
At Private Banking Strategies we offer a sophisticated whole life insurance plan tailored to leverage tax benefits. Our strategic approach allows policyholders to maximize returns through legal loopholes and optimize investment structures.
In this episode, Vance Lowe and Seth Hicks, Esq, provide an in-depth look into how individuals, regardless of income levels, can benefit from a personalized financial tailored roadmap and shed light on all the advantages of infinite banking for policyholders.
Vance and Seth Discuss:
- (3:50) What is a private banking policy and how is it structured?
- (7:58) How we engineer whole life polices to be tax advantaged.
- (9:45) The advantages of the long game.
- (16:13) Achieve substantial cash flow with your Private Banking Strategies.
- (21:17) Develop a Private Banking Strategies Road map.
- (27:58) Key areas to prioritize.
- (33:43) Starting doesn’t require wealth.
- (35:11) How the Dodd-Frank affects you.
To learn more about the concepts behind Private Banking Strategies and download a copy of our E-book, check out www.privatebankingstrategies.com
Connect with Seth Hicks and Vance Lowe:
Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/
Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/
Podcast: Play in new window | Download | Embed