Think Differently About How Money Works
Redefining What “Works” in Finance
Non-Traditional Financial Concepts and Strategies to Most
Efficiently Grow, Use and Spend Your Wealth
Non-Traditional Financial Concepts and Strategies to Most Efficiently Grow, Use and Spend Your Wealth
Why Smart Investors are Rethinking Money
In the world of financial planning, most people are conditioned to believe that “performance” is determined by rate of return — higher is better, and volatility is the cost of that growth.
We chase returns, compare portfolios, and attempt to forecast the future. But what if the metric we've been taught to measure success by… is incomplete?
What if almost everything we've been taught about money and how it works, is just not so. Mark Twain said it best...
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so. -- Mark Twain
Why Life Insurance Works
Life insurance works not because it promises the highest return, but because it provides something few financial instruments can: certainty, liquidity, tax efficiency, use and control. In short, it works because it solves for the outcomes we actually care about, not just theoretical accumulation.
There are many reasons and there are many sections here with facts, laws, rulings and even Internal Revenue Code excerpts to geek out on, but it comes down to one simple statement.
Life insurance is the only product that will guarantee that what you “want” to happen will happen, even in the event you are not here to see it happen.
Start your journey with one of the specific sections at the bottom of the page or dive into "Why Life Insurance" with the Full Section button below.
Why Smart Investors are Rethinking Life Insurance
In the world of financial planning, most people are conditioned to believe that “performance” is determined by rate of return — higher is better, and volatility is the cost of growth.
We chase returns, compare portfolios, and attempt to forecast the future. But what if the metric we've been taught to measure success by… is incomplete?
Life insurance works not because it promises the highest return, but because it provides something few financial instruments can: certainty, liquidity, tax efficiency, and control. In short, it works because it solves for the outcomes we actually care about, not just theoretical accumulation.
Why Life Insurance Works
There are many reasons and there are many sections here with facts, laws, rulings and even Internal Revenue Code excerpts to geek out on, but it comes down to one simple statement.
Life insurance is the only product that will guarantee that what you “want” to happen will happen, even in the event you are not here to see it happen.
Start your journey with one of the specific sections at the bottom of the page or dive into "Why Life Insurance" with the Full Section button below.
Strategies We Use
72(t) SEPP
Learn how to access qualified retirement account funds early without early withdrawal penalties...
Infinite Banking
Set up Personal Private Banking Model for your Business and Personal Wealth Management
Better Income Planning
More efficient alternatives to traditional plans like 401(k)'s and IRA's that provide 30-40% more income.
Business Owner Banking
How business owners can protect and grow their wealth using their existing cash flow
Don't Miss Our Controversial 7 Part Email Series: How Money Really Works: 7 Financial Myths Exposed
Don't Miss Our Controversial 7 Part Email Series: How Money Really Works: 7 Financial Myths Exposed
Most Americans don't realize that a tax free retirement is possible. We help individuals discover tax free strategies, and help determine which strategy is your best fit.