Have you read becoming your own banker and want to accumulate reserves and investible capital where it’s safe and liquid, so you have cash to invest in the widest range of circumstances?
Come behind the scenes as we talk about The Marshall Privatized Family Bank in real time.
Today, we’re talking about our recent a whole life insurance policy conversion with a 1035 exchange. We’ll discuss the original policy, what prompted the conversion, how we structured the new policy, what riders we added and why, and our updated cash value, dividend, and benefit performance.
So, if you want to see exactly how we’re growing our family bank to continue today … tune in now!
Listen to The money Advantage podcast: https://themoneyadvantage.com/subscribe-to-podcast/
Ready to move forward with Privatized banking, alternative investments, or cash flow strategies to coordinate your finances so that everything works together to improve your life today and accelerate time and money freedom? Book an Introductory Call with our team today: https://themoneyadvantage.com/calendar/