Your Private Family Banker
Your Private Family Banker is the no-fluff guide to building your own family-controlled banking system using dividend-paying whole life insurance.
Each episode, we will cover topics ranging from what it is, to how it compares with other options out there, to why it makes sense. We'll show you how to create uninterrupted cash flow, finance everything debt-free (cars, real estate, business, education), and build a 100-year family legacy that survives taxes, lawsuits, and market crashes — all while keeping full control in your hands, not the banks’.
If you’re done giving your money to Wall Street and traditional banks, this is your blueprint for becoming the banker for your family.
Your Private Family Banker
Why High Net Worth Families Keep Money In Life Insurance - Part 1
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5-ish Minute Private Family Banking Podcast.
Why High Net Worth Families Keep Money In Life Insurance - Part 1
Private Family banking is a long-term financial strategy. We teach people how to leverage a high cash value permanent life insurance policy to take control of their household finances.
In this episode, begin the discussion around why high net worth families keep huge sums of money inside life insurance policies. We start by discussing how to avoid a policy becoming a MEC and how proper structure can maintain the tax advantages that high net worth families enjoy when using the Private Family Banking Strategy.
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