Every family dreams of leaving a lasting financial legacy—but what happens when the next generation isn’t prepared to manage that wealth? It’s time to break down why generational wealth so often disappears and how high-net-worth families avoid this common trap by keeping their cash compounding for decades using high-cash-value whole life insurance.
In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks, Esq., discuss the right way to borrow against your family banking system, maintain uninterrupted compounding, and minimize financial risk. If you’re an investor, entrepreneur, or just looking to protect your legacy – you can pass on your wealth with confidence, by building a 100-year family bank that ensures your money lasts.
Vance and Seth discuss:
- Understanding the Loan Engine in a 100-Year Family Bank
- How to Access Cash the Right Way Without Interrupting Compounding Growth
- The #1 Reason to Take a Loan from Your Family Bank (Real Example)
- How to Properly Leverage Your Family Bank to Reduce Risk
- Why the Right Advisor Matters When Taking a Policy Loan
Resources:
- To Schedule a Call with Vance, Click the Link Below: https://go.oncehub.com/VanceLowe
- To learn more about Private Banking Strategies®, download a copy of our E-book today: https://privatebankingstrategies.com/resources/free-e-book/
Connect with Seth Hicks and Vance Lowe:
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- Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/
- Vance’s LinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/
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