Life Insurance
Imagine a life insurance policy giving you full control of your assets.
With the Infinite Banking Concept, you have a guaranteed growing cash value and FULL CONTROL of your policy.
Many of us go “the easy way” by investing in a traditional policy such as a savings account or permanent life insurance. It’s what we’ve always learned to do, and we don’t have to think too much about it. Imagine if you made a more educated decision with your money, where you can truly improve your financial position for the present and future.
The Benefits
When investing in a life insurance policy, the ideal plan gives you the following benefits:
- GUARANTEED Loan Option
- Accessible Through Collateralization
- Competitive Return
- Unstructured Loan Payments
- High Contributions
- Deductible Contributions
- Collateral Opportunities
- Tax Deferred Growth
- Tax Free Distribution
- Safe Harbor
- NO LOSS Provisions
With the Infinite Banking Concept, all of these benefits are included. Your assets are growing under your complete control. Your opportunities are endless, because you’re managing your own bank.
It’s a concept that not many financial advisors fully understand, but the ones that do are changing lives everyday.
If you’re interested in learning more, please contact us to see how you can begin your own banking system.
GET A FREE CONSULTATION
Click the button below to go to my calendar and pick a spot so that I can make myself available to help you better understand what this course can do for your life!
Resources
Videos
Make sure to visit our video library to take advantage of some great content that will change your life.
Articles
Make sure to visit our articles library page to find some amazing information regarding our wealth plan.
Wealth Library
Make sure to visit our recommended books page to find our top selection of financial education titles.
Did you know there are actually 3 types of money?
Accumulated Money is money you currently have and are saving.
Lifestyle Money is money you spend to enjoy your quality of living.
Transferred Money is money you may be transferring unknowingly and unnecessarily. Some examples of transferred money are taxes, interest on credit cards, home mortgages and car payments.
Watch the Circle of Wealth video to learn more about the 3 types of money.
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Honey is a Google Chrome extension that will automatically find the best discount codes on the internet related to the website you’re visiting. It’s a great tool that will surely save you money if the opportunity is there.
Tips to Save Money Each Month
Saving money… it’s something we all want to do, but also something not many people truly know how to do. Even if you’re only saving a small amount each month, it builds up and the worth becomes apparent more and more.
Building Wealth Outside Wall Street.
This 150 year old strategy has been implemented by the Rothschilds, Rockefellers, JC Penny, and Walt Disney, but most average individuals and families have never heard of it.
Get In Touch
(713) 484-9515
Location
13910 Champion Forest Drive
Suite 102
Houston, Texas 77069
info@upplanningedge.com
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