By following the Private Family Banking™ method, you can grow your wealth without fretting about market timing or tax increases. Your cash grows tax-protected and can be accessed tax-free to provide passive income at retirement
At the core of Private Family Banking™ is a customized dividend paying permanent life insurance policy which is used to create a money pool that you control. Your money is not invested in the stock market so you are insulated from downturns in the market. Unlike IRAs, 401(k)s or other tax-qualified plans, the money that you accumulate in a dividend paying whole life insurance policy is accessible to you at any time and without penalties.