Dual Interest Banking
Dual Interest Banking can help you maximize your cash reserves and take advantage of a myriad of benefits, including the opportunity to make money in two places at once, while drastically minimizing your risk.
About the eBook
Wealth Building Secrets the IRS Doesn't Want You to Know About
Among the advantages of putting your money in a Dual Interest Bank is that it allows you to participate in the upside of your investment while at the same time protecting you against downside risk.
This strategy not only shields you from interest-hungry lenders and the IRS, but from unpredictable market volatility and can even hedge you against inflation.
In other words, if the market turns bearish, you won’t lose your money - that’s how powerful the Dual Interest Bank is.
You can build a viable Dual Interest Bank with no financial vehicle other than a customized cash-value insurance policy.
And we tell you this because we are fiduciaries. In that capacity, we design cash-value plans tailored to your needs. We not only work with you, but for you—since, as fiduciaries, we must have your best interests in mind at all times.
It’s disheartening to see so many people start a Dual Interest Bank with a cash-value product that is poorly designed (and expensive). That can happen if you rely on an insurance agent rather than on a fiduciary for help with implementing this cash flow strategy that fits uniquely to your personal needs.
Advanced Insurance Design & Implementation
- Non-Qualified Retirement Plans – Section 7702
- Funded Buy/Sell Agreements
Estate and Legacy Wealth Planning
- Reduce Tax Burden for Future Generations
- Trusted Legal Partner for Trust and Estate Preparation
Real Estate Investors
- Tailored Retirement Planning for Real Estate investors that keeps liquidity intact for investment opportunities.
Dual Interest Bank
- Build Wealth Strategically
- Mitigate Downside Risk
- Access Funds On-Demand
- Consistent 0% Tax Rate