By following the Private Family Banking™ method, you can grow your wealth without fretting about market timing or tax increases. Your cash grows tax-free 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.