Video Library

Optimizing Your Cash Flow With Your Own Family Bank

The Family Bank concept involves purchasing a specially designed whole life insurance policy that accumulates cash value over time. Policyholders can borrow against the cash value, using it for investments, purchases, or other needs, while still earning dividends on the full value of the policy. This strategy aims to provide financial flexibility and long-term growth, acting as a self-financing system where individuals can essentially "become their own bank" instead of relying on traditional banks or lenders.

Sequence of Return Risk

Sequence of Return Risk (SRR) is a critical factor in retirement planning, referring to the impact that the order of investment returns can have on a retirement portfolio, especially during the early retirement years while withdrawals are being made. Even with average returns over time, negative returns early in retirement can deplete a portfolio more rapidly, making it harder to recover from market downturns.

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy

Optimizing Your Cash Flow With Your Own Family Bank

What is My Own Family Bank? How do I use it? In this video we will discuss the basics of a Family Bank and Why every family should have one.

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy

Optimizing Your Cash Flow With Your Own Family Bank

What is My Own Family Bank? How do I use it? In this video we will discuss the basics of a Family Bank and Why every family should have one.

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy

Optimizing Your Cash Flow With Your Own Family Bank

What is My Own Family Bank? How do I use it? In this video we will discuss the basics of a Family Bank and Why every family should have one.

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy

Optimizing Your Cash Flow With Your Own Family Bank

What is My Own Family Bank? How do I use it? In this video we will discuss the basics of a Family Bank and Why every family should have one.

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy

529 Plan vs High Cash Value Whole Life Insurance

As we save money for our children's future, are we saving in the best vehicle possible? Does it give us the options we may need in the future? In this video we will discuss the pro's and cons of a 529 plan vs a specially designed High Cash Value Whole Life Policy