At Wealth Assistance we create shortcuts to success!
Life Insurance Investing
Life Insurance Advantage
Life Insurance Investing is a financial strategy that allows individuals and businesses to take control of their finances. At its core, Life Insurance is about creating a personal bank that you can use to finance your own purchases and investments instead of relying on traditional banks or lenders.
The key to Life Insurance Investing is the introduction of our Insurance Backed Financial Instrument as the foundation for your personal bank. By doing so, you can build up cash value in the policy over time and borrow from it when needed.
We Teach You How
At Wealth Assistance we show you how to use your money like a bank. The bank makes loans using its capital and receives interest income as payment. Then they repeat the process. We’ll show you how to restructure your personal and family finances so that you can meet your capital needs without having to rely on outside banking institutions.
Benefits of Life Insurance Investing
Flexability
Legacy Planning
Flexability
Life Insurance Investing provides flexibility when it comes to borrowing money. You can use the funds for anything you want – whether it’s starting a business, purchasing real estate, or taking a vacation. And because you’re borrowing from yourself, there are no restrictions on how much you can borrow or what you can use the funds for.
Control
Legacy Planning
Flexability
Life Insurance Investing gives you more control over your finances. Instead of relying on banks or other financial institutions for loans or credit, you can borrow from your own personal bank. This means you don’t have to worry about credit checks, loan applications, or high interest rates.
Tax Mitigation
Legacy Planning
Legacy Planning
Another benefit of Life Insurance Investing is the tax advantages. The cash value in a whole life insurance policy grows tax-deferred, meaning you won’t have to pay taxes on any gains until you withdraw them from the policy. Additionally, loans taken against the cash value are typically tax-free.
Legacy Planning
Legacy Planning
Legacy Planning
Life Insurance Investing offers legacy planning benefits by allowing individuals to leave tax-free proceeds to their heirs through insurance backed financial instruments. This is the permanent wealth that will provide for your family as well as future generations. Establishing and building upon a financial legacy that will have an impact for years to come.