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How to Set Up an Infinite Banking System

The Infinite banking system is a wealth strategy that utilizes dividend-paying whole-life insurance as an alternative to saving and borrowing with a traditional bank. While there are several benefits to using a whole life insurance policy as your private bank, perhaps the two biggest draws are its tax advantages


Protecting your Privacy and Assets

SOCIAL MONETARY TRANSPARENCY Many individuals go to great lengths to secure their assets. Whether it be hiring an attorney or setting up an account, people are anxious to ensure they’re protected. It’s a matter of fact that we live in a litigious society, and if by chance you get


Life Insurance for Estate Planning

Considering life insurance for estate planning? Smart move! The right type of life insurance can provide substantial benefits to your heirs, help protect your business, and guarantee your legacy. In addition to a will, insurance policies—particularly those purchased through a trust—are one of the most secure financial tools to


The Life Insurance Loan

One of the significant benefits of the Perpetual Wealth Strategy is the life insurance loan. We get questions about this component daily – both before and after clients begin their life policy–and it’s easy to see why. Our clients range from wealthy business owners and investors to those just


Universal Life Insurance or Whole Life Insurance?

Universal life insurance and whole life insurance are both appealing options for individuals interested in using permanent life insurance as a way to grow wealth they can use while they’re living, while still providing their loved ones with financial security after they’re gone. But which one is right for


Indexed Universal Life Insurance: Risk vs. Reward

Indexed universal life (IUL) insurance combines the death benefit of a life insurance policy with the cash value of an asset and the investment options of an index—plus flexible premiums—all into one product. IUL policies are sold as financial multi-tools with an array of benefits. But before you decide