SERVICES

Liquidate Asset with Tax-Preferred Status

Whether you liquidate Cryptocurrency, Real Estate, Mutual Funds, Precious Metals, or a Business, you can sell your Asset without paying taxes now. Later down the road, the taxes can be mitigated or completely wiped out.

Rollover Qualified Accounts

If you have a government-sponsored retirement plan such as a 401(k), IRA, SEP, or 457, we can move all the funds into your bespoke Insurance Contract penalty-free and tax-free. When the funds are in your bespoke Insurance Contract, you can use them any way you want. Buy assets without paying taxes, let your program accumulate interest, or spend it.

Eliminate Debt In ⅓ The Time

Whether you are a business owner with debt, or an individual with a Mortgage, Student Loan, and Consumer Debt, using the power of the Internal Rate of Return, you can pay off your debt (typically in 9 years or less) without spending a dollar more per month. This will allow you to potentially save hundreds of thousands of dollars in interest while simultaneously creating a large tax-free retirement.

Leverage Insurance Contracts To Supercharge Growth

Since Insurance Contracts are a cash-backed asset, the value of your program can be leveraged by “being your bank” and supercharging the growth over the long term.

Employer-Sponsored Retirement Program

Suppose you’re an employer sponsoring a 401(k) for employees. In that case, you’re probably versed in the setup costs, ongoing fees, mandatory testing fees, no control over the employee program, and the lack of tax write-off options. With an Insurance Contract, the setup & ongoing maintenance is $0, you’re in complete control over each program, and every dollar contributed is tax deductible.