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DISCLAIMER:

I am not making specific recommendations for any tool or strategy mentioned today though I am able to help you implement them because I am a licensed financial professional with a fiduciary responsibility bound by law.

I am not providing tax advice through the strategies and tools discussed today have powerful tax reduction & tax avoidance strategies used by the wealthy for decades.

Contact your trusted licensed financial professional for financial advice based on your individual situation before making any changes to your current financial plan.


The Story

When potential clients if I help them with investments options since I'm in the financial services field, MY RESPONSE IS ALWAYS EDUCATIONAL And iNSIGHtFUL.

Essentially, I begin asking them a series of questions to bring light to the face that they are asking about investments but that may not be what they really want though they don't know of any the other powerful but hidden wealth tools available to them


QUESTIONS I ASK THEM FOR CLARITY

1. Do you have a place where your money is growing SIMILAR TO STOCK MARKET BUT 

NOT RISK OF LOSS

2. Do you have a financial vehicle that will allow you to borrow money and when you pay it back you have more than what you had before taking the loan?

3. Do you have a place where your money is getting GUARANTEED GROWTH

Faster than the rate of inflation

Most of the time the answers are always NO, NO, & NO. Then we proceed to set up a consultation time to see how I can assist them in reaching their financial goals of growth and protection through the power of life insurance.

The Problem

So many people on investments once they have an emergency fund thinking that's the next logical step in their financial house because they are not aware of the other powerful but hidden wealth tools available.

The Resource

I can help you to know what questions to ask and what type of financial professional you should seek to help you because all financial professionals are not all created equal.

You can get this resource at → Safe Investments Academy - 

THEIR RESPONSES ARE ALWAYS THE SAME

  • Why aren't we told about this more openly?
  • Where can we learn more about this?
  • Who should I talk to?

To be honest, its a personal and intentional choice of mine to not get a securities license and if you wan to know why I have made this controversial choice despite many of my counter parts.

Speaking from my experience and in my professional opinion, that just happen to also be fact, I am able to help many more people to do so much more than any other person in the financial services field.


A correctly crafted life insurance product yields many benefits not found in any other financial tool.


General Benefits

  • Being able to create a self-retirement plan 
  • Access funds at any age for for emergency or emotional needs
  • No credit check when you want to access funds
  • No qualilfiacation process to access your funds
  • Considered and asset and added to your wealth portfolio
  • NO age retirement age requirement before withdrawal or income start
  •  NO strict repayment schedule
  • NO liens on your assets when money used for loans

► Business Owner Benefits

► GUARANTEED Secure Retirement Benefits

Join the SAFE Investments Academy to learn about the business owner guaranteed secure retirement benefits

Safe Investments Academy


The Solution

3 buckets your money should be divided

  • Everyday cash fund
  • Long-term security fund
  • High yield risk taking fund 


QUESTIONS TO CONSIDER

Are you equally playing offense and defense to stay protected

Protecting the money you make is just as important as making more, saving, investing

Who’s protecting your money from emotions? 

FINAL THOUGHT


QUESTIONS TO CONSIDER


  • Are you equally playing offense and defense to stay protected
  • Protecting the money you make is just as important as making more, saving, investing
  • Who’s protecting your money from emotions? 

To be correctly position across the board you should have a diversified portfolio that includes consistent and permanent income no matter what types of investments you show.