Your Net Worth - How Can I Help?
Updated: Jun 25
How can I help?
A) Anyone with over $1,000 in savings:
Cash value optimized, dividend paying whole life insurance.
Creates regular savings with easy (but not too easy) access to your money.
Cash value grows every year - guaranteed.
Death benefit increases every year - guaranteed.
Protected from bankruptcy or creditors in Texas and most other states.
Tax advantaged growth, access to your funds and death benefit.
I can optimize policies for you from $150 per month to $100,000 per year or more.
B) Net worth over $1.5 million:
Well managed, diversified, alternative assets for accredited investors.
For monthly income, for growth or for very significant tax savings.
For monthly income there is secured debt with monthly income from 6% to 8.25%.
Learn about equity funds that truly believe in and successfully implement "buy low" and "sell high".
Invest from $100,000 to tens of millions.
Invest personally, through your existing financial advisor or diversify the investments in your 401K or IRA.
Technology Fund. Real Estate Funds. Energy Funds.
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C) Net worth over $5 million:
For planning your wealth for yourself, for your family or for your charitable legacy.
Obtain access to very large premium financed life insurance policies - $10 to $50 million.
No collateral. No personal guarantees.
One time payment of a small fraction of the first year premium.
Make a real difference in your family legacy or charitable legacy.
Email me at email@example.com
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