Make Up to 12 returns with guaranteed principal using insurance

America's ultra wealthy have many professionals creating ways to maximize wealth, minimize tax liability and protect money from other liabilities such as lawsuits and more. Our passion as life insurance investment professionals is to offer sound investment products that have many wealth building benefits that are largely unknown to the public.

When we think about safe money we typically look at CD's , Savings , Checking accounts , Money Market accounts at brokerage firms. Today, 5 year Jumbo loans pay upwards of 2.35% but a high cash value insurance policy that's structured right can have a much bigger upside with safe principal.

After over 17 years of success writing business as both agents and agency owners we have refined our process and found some favorite investment products, custom designed permanent life insurance.

Many people who are used to Wall Street and are used to the term "the higher the risk the higher the reward" are surprised that life-insurance-company-based products are a significant part of the net worth of some of the savviest and wealthiest institutions and individuals in the world:

According to a New York Times article (Charles Duhigg) published in 2006, "Hedge funds, financial institutions like Credit Suisse and Deutsche Bank, and investors like Warren E. Buffett are spending billions to buy life insurance policies" on the secondary market
According to government disclosures, Federal Reserve Chairman, Ben Bernanke, has the majority of his liquid net worth on deposit with life insurance companies (not deposited in banks or invested on Wall Street) -- Medical Economics 6/19/2009
The nation's large banks invest immense sums of their Tier 1 capital reserves (a bank's most important asset and a key measure of its strength) into permanent life insurance underwritten by major life insurance companies -- Medical Economics 6/19/2009
As of the date of the article, Bank of America, JP Morgan, Wells Fargo, US Bancorp and Bank of New York Mellon had more of their Tier 1 capital reserves in permanent life insurance than they did in bank premises fixed assets and real estate COMBINED
During the economic downturn of 2008-2009, Wells Fargo almost tripled its holdings in permanent life insurance

So a good question might be: Why do they do that? We would love to explore this question with you if you are interested in rock solid investment opportunity. The area that you would want clarification on regarding the question above relate to these five areas:

1. Liquidity
2. Safety
3. Expense
4. Return Potential
5. Tax Efficiency

In our experience no one asset is the best in each of these areas, so we use these 5 areas as a guide when analyzing and designing investments.

If it makes sense to talk let us know how your calendar looks for an intro call to determine if you are the right candidate for this type of opportunity.




Location: Michigan -
Added on 27 days ago and expires on 18 June, Ad id: 460791          91 visits