Private Practice IndividualsPlease take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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Business Overhead Expense
As small business owners or private practice individuals we are responsible for the monthly expenses to keep our offices open. But if we experience a serious illness or injury and we cannot return to work for several months will our partners or employees be able to keep up without us? We may be forced to close the business. Watch this video to learn an easy way to avoid a catastrophic situation like this.
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Request a Free Consultation
IUL Cash Reserve
Those of us who have accumulated substantial wealth will often protect our capital assets from tax liabilities, market devaluations and liquidity demands by fundiung a cash reserve asset that is guaranteed to grow without taxation or investment risk. Watch this video to learn more about a cash-reserve asset that allows us to access our money tax-free whenever we need cash.
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Request a Free Consultation
Private Equity Banking
Whenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.
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Request a Free Consultation
