Tag Archives: Lending

FEATURE IMAGE

How do you plan for a Windfall so that you can keep it under your control? Part 2 (Ep. 24)



Would you like to be able to take your windfall income and keep control of it to enjoy guaranteed compounding growth, tax free year after year? Do you want a place where you can protect your money in an asset protected vault that you can also access anytime and put to work for you? Let us show you how…

In this episode Vance Lowe and Seth Hicks, Esq. share their passion for creating Private Banking Strategies that keep money from flowing out of your pockets and put it back in your control. They discuss why it is critical to set up your own private bank before you receive windfall income.  Once you have a well-structured plan in place, the rest is easy.  You can jump in with confidence knowing that your windfall is secure and protected.

Vance and Seth discuss: 

  • Why a properly structured Private Banking Strategy is the best asset on the planet – it has been used by the likes of Ray Kroc, John F. Kennedy and Walt Disney. 
  • How to use convertible term life in your private bank structure to capture windfall income into your private bank “vault”
  • How to use the paid-up additions rider in your private bank structure to increase the velocity of money flow in your own private economy
  • How to use Private Banking Strategies to put a dollar to work and get 120% back immediately – no other business like this on the planet! 
  • And more

Part 1

Resources: 

Connect With Private Banking Strategies:


FEATURE IMAGE

How do you plan for a Windfall so that you can keep it under your control? Part 1 (Ep. 23)



When windfall income is planned properly, you can bank it in a safe way so that it never leaves your control again.  

Private Banking Strategies can help you keep what you earn and grow tax free in an asset protected vault.  Let us show you how to bank large windfalls in a safe strategy that the ultra-wealthy have been using for decades.  

In this episode Vance Lowe and Seth Hicks, Esq. lay the foundation for how you should think through a windfall in your life, such as the liquidation of cryptocurrency, the sale of a business, or when you are left an inheritance or earn a large bonus. They discuss how to set up safe strategies to manage windfalls outside of the control of third parties.

Vance and Seth discuss: 

  • How to create a windfall strategy and integrate profits with private banking
  • How you can take advantage of IRC 7702 and achieve financial privacy through Private Banking Strategies
  • How to utilize your centralized bank accounts for your convenience but not long-term storage of wealth
  • And more

Resources: 

Connect With Private Banking Strategies:


FEATURE IMAGE

Can the Equity in Your Home Help You Grow Rich? Part 2 (Ep 22)



Do you stress out seeing your hard-earned money disappear each month as you pay your debts and expenses? What if you owned the bank that all your payments went to?  Sounds too good to be true, right?  It isn’t! 

In this episode Vance Lowe and Seth Hicks, Esq. sit down for the second part of “Can the Equity in Your Home help you Grow Rich?” They drill down and analyze the finances of an actual client to illustrate how easy it is to use equity in your home to get completely out of debt and ultimately pay off a home mortgage in less than six years! They also discuss how recasting your mortgage works (not refinancing) and demonstrate how easily you can turn your debt into an asset using your own private bank. 

Vance and Seth discuss: 

  • How creating your own private bank can empower you to re-capture all the monthly payments you make
  • How you can eliminate debt and turn it into an asset with your private bank in the long run
  • What the difference is between recasting and refinancing your mortgage  
  • How to find money to start your private bank 
  • How you can start self-banking even when you don’t think you can
  • And more…

Resources: 

Connect With Private Banking Strategies:


FEATURE IMAGE

Can the Equity in Your Home Help You Grow Rich? Part 1 (Ep 21)



It is not the lack of knowledge about money that is impairing your wealth building, it’s what you think you know about money (but don’t) that’s slowing your efforts.  Most people let the money they earn come and go and fail to maintain control over the dollars they earn. In fact, most people don’t even know that there is a way to keep control of the dollars they earn – but there is! 

In this episode, the first of a two-part series, Vance Lowe and Seth Hicks, Esq. discuss how you can use the equity in your home to increase your wealth building equity and super-charge your balance sheet. They lay out a roadmap of how the Private Banking Strategy works before diving into the numbers and mechanics in the second part of the series.

Vance and Seth discuss: 

  • How you can successfully set up and access the equity in your house
  • Using a home equity line of credit in conjunction with your private bank to launch into another realm of wealth
  • How creating your private bank now will bring you an ROI very quickly 
  • Where you can find money under your control to start your private bank

Resources: 

Connect With Private Banking Strategies:

 


FEATURE IMAGE

20. Legacy Value for Multigenerational Wealth



You don’t want your retirement wealth to fall into the hands of the government. You didn’t work hard just to have it taken from you and your family. 

The solution is quite simple, it’s creating a Private Banking Strategy whereby you don’t leave yourself exposed to government taxation and taking. You don’t have to play in a government taxed sandbox.

You can create a multi-generational wealth succession plan without any government intrusion, without any taxation whatsoever….which is under your complete control…completely and totally financially private.

In this episode Vance Lowe and Seth Hicks, Esq. discuss legacy value for multigenerational wealth and how you can keep every dollar you make for your retirement and for your heirs use and enjoyment to carry on your family legacy.

Vance and Seth discuss:

  • How important our history is, and to not let the government erase history
  • One of the fundamental motivations for creating generational wealth
  • How folks like Prince and Suze Orman are pigs for the slaughter when it comes to legacy taxation
  • Understanding why storing cash reserves with life insurance companies is the safest place to store your money
  • The hard numbers of how a specific scenario works in generational planning
  • And more…

Resources: 

Connect With Private Banking Strategies:


FEATURE IMAGE

19. Congress is Coming for Your Retirement Money



7 trillion dollars of baby-boomers’ cash assets in qualified government sponsored retirement plans are in the crosshairs for the taking. Via the Secure Act, congress has increased the taxation of qualified plans and will continue to move the goalposts in their favor and to your detriment. They’ve set us up for decades, giving incentives to put as much money as you can into retirement accounts and giving employers incentives to match …But now they’re putting the screws to us. It is a well-planned confiscation of what you thought was “your” retirement money.  

Regardless of self-serving increased government taxation, you don’t have to sit by and take it. And you don’t have to have your legacy wealth stripped from you and your heirs. You have the power to take back control of your retirement wealth by utilizing a totally different weapon…Private Banking Strategies.

In this episode of Private Banking Strategies Vance Lowe and Seth Hicks, Esq. discuss how and why congress is coming for your retirement money and how they have the answer to help you take control of your retirement and financial independence. 

Vance and Seth discuss:  

  • Understanding why these qualified accounts are not yours
  • ERISA plans are actually owned and controlled by the government 
  • Why the government is targeting $7 trillion dollars in baby boomers’ savings…
  • Why congress needs immediate access to your nest egg…
  • And how your retirement in qualified plans is going to be taken…
  • Secret solutions to protect yourself and your family 
  • How to create retirement wealth that is asset protected in a “fortress” 
  • How to create legacy value that can’t be taken
  • And more…

Resources: 

Connect With Private Banking Strategies:


FEATURE IMAGE

18. If I dump my 401K, IRA, or other government qualified plan, where do I place my retirement money? Let us show you…



You don’t have to play in a retirement sandbox where all the rules are stacked against you, where the government controls all the toys in the sandbox, and where ultimately, it’s “tails you lose and heads they win,”. 

There is a far better solution to the 401K, IRA or other government sponsored retirement plan. We’re talking about a solution that provides complete liquidity, no taxation, total access, and complete control of your retirement money through a carefully structured high cash value whole life insurance contract. 

In this episode Vance Lowe and Seth Hicks, Esq. explain the use of this superior alternative to your 401(k), IRA, or Roth for the most efficient way to beat the bank, increase your wealth and rest securely knowing your retirement nest egg is safe, secure, and predictable. 

Vance and Seth discuss: 

  • Using your own Private Banking Strategy to take advantage of investment opportunities in real estate or business 
  • How to multiply your stored wealth to grow and compound that wealth in a tax advantage strategy with financial privacy and complete control of your money 
  • How you can capitalize on any opportunity with this strategy
  • How to get multiple touches on the same dollar and put your cash flow to work for your in a leveraged return
  • What it looks like to withdraw money out of your private banking strategy 
  • How to amplify the “velocity of money” by capturing your investment cashflow back into your family bank for multiplied returns 
  • And more 

Resources

Connect With Private Banking Strategies:


FEATURE IMAGE

17. Why You Should Dump Your 401K as Fast As Possible



Most working people participate in traditional government-sponsored retirement programs like 401K’s, IRA’s or 403B’s.   They really don’t know why they are participating in such programs other than “it’s what everyone else is doing” or “my employer is making contributions, so I have free money.”  

But that’s where the big misconception is – the money in these qualified plans is not really “your money”! 

In this episode Vance Lowe and Seth Hicks, Esq. explain why you should dump your 401(k) as fast as possible and let you know there are alternatives that provide complete liquidity, control, and predictability.  

Vance and Seth discuss:  

  • Why the 401(k) money you saved is NOT your money 
  • The faulty herd mentality of why people participating in the 401(k), IRA or other qualified plans are making a big mistake 
  • You have no control over your 401(k) money when you need it most
  • You have no way to predict what will be in your 401(k) when you retire
  • The three primary reasons why your 401(k) is a ticking time bomb
  • And more…

Connect With Private Banking Strategies: 


FEATURE IMAGE

16. Do you Know How Much Money You Need to Retire Comfortably?



Have you taken the time to calculate the numbers to know how much money you need to retire comfortably?

If you’ve gotten serious about accurate retirement planning, then you need to know how much money you’ll need.

Some people think that $1 Million would do it for them; others think $2 Million, because that would make you a “millionaire” after all, right?

If you think that’s enough, you are sadly mistaken. It’s time to wake up.

In this episode Vance Lowe and Seth Hicks, Esq. discuss three reasons why you will need to save $3 million––or more to enjoy a decent retirement lifestyle.

Vance and Seth discuss: 

  • How inflation is rapidly eating America’s spending power 
  • How the cost of living increasing heavily impacts people planning to retire
  • The huge expense of accounting for future healthcare costs set to be covered by Americans (not covered by Medicare)
  • And more

Resources: 

  1. Can You Retire Financially Free and Independently Wealthy simply by self-financing your automobiles? Twin Sisters Part 1
  2. Can You Retire Financially Free and Independently Wealthy simply by self-financing your automobiles? Twin Sisters Part 2
  3. Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 1
  4. Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 2
  5.  Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 3

Connect With Private Banking Strategies:


FEATURE IMAGE

15. Protecting Your Assets in the “Vault” of Private Banking Strategies®



“It’s not what you make that counts, it’s what you keep that counts.” 

And what you keep entirely depends on having an asset protection plan in place. 

Having an asset protection plan in place is a necessity for those who have cash, real estate, a business or any other asset worth protecting. Fact is, if you have anything of value, you are a target in today’s society! 

… A target for the taxman, aggressive plaintiff’s attorneys, creditors, and thieves…your assets are attractive simply because you have something to take. 

If you have ever been sued or had your bank accounts frozen and sucked dry right before your very eyes, then you know how it can destroy not only your finances, but also your family.  It can rock you emotionally — destroy your confidence, your ability to function or make any money at all to just survive. 

Which is why asset protection is the number one pillar of Private Banking Strategies®. Our clients range from high-net worth individuals, entrepreneurs, investors, to successful family-owned businesses …but they all have one thing in common – they want to legally keep what they’ve earned out of the reach of others who want to take it! 

In this episode Vance Lowe and Seth Hicks, Esq. share: 

  • How to create an impenetrable private cash “Vault” of protection with Private Banking Strategies®
  • Why Asset protection is the first pillar of the Private Banking Strategies® 
  • Why your bank deposits in a branch bank are not safe (see the Dodd Frank Act)
  • Why FDIC insurance is not all that it is cracked up to be! …don’t be one of those who get side-swiped
  • How to get tax freedom with complete liquidity in your asset-protected vault 
  • And more…

Resources: 

Connect With Private Banking Strategies: