All you have to do is send us the contact us form and include how you prefer to be contacted: email, phone call, or text and we will work with you to guide you to the next step with us.
We are happy to give you our time and undivided attention in order to share how this concept works and how it would look in your own personal life and financial situation. Our time is free and there is absolutely zero obligation to move forward with an IBC plan. The choice is, and always will be, yours.
Absolutely! The best book on the topic, the original, from the "Godfather" if you will is: Becoming Your Own Banker: Unlock the Infinite Banking Concept. (non-monetized link) Once you get through this one, please reach out to me if you would like other suggested reading material. I am happy to share my preferred reading list with you.
Great question and a valid concern. When placing the trust of your finances in someone else's hands, whether it's the TSP, or Stocks, Real Estate, or whatever financial vehicle you choose, we want to be sure that it's a safe play. We use a very strict criteria to select which companies we do business with. They have to be more than 100 years old, always been profitable, always paid policyholders a dividend, never missed paying a dividend, have to be ok with policyholders using the IBC system, and a few other criteria. We would never use a newer company without the 100+ year track record.
We always build the policy in a way which will allow someone to contribute for as long as they are able. The more that is contributed over a longer period of time will grow exponentially due to the compounding. With that being said, the answer is no. You are able to reduce or stop your contributions all together if you would like. There will be a point at which the policy will earn enough in annual dividends to pay for the premium if you so choose.
Depending upon what age you plan to retire, what age you would like to start pulling money from it, and for how many years, we can show you an illustration of how that works, and what it would look like for you and your family. Contact us to set up an appointment.
We like to think of ourselves as the coach on your team. We can help draw up plays and strategies that work for you and your goals within your comfort level. There are many options to create passive income without having to own or be hands-on with your investment. We would be happy to show you how.
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