top of page
  • Writer's pictureDave Gillespie

Your Net Worth - How Can I Help?

Updated: Oct 13, 2020




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 $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 gtedfw@gmail.com


#lifeinsurance #premiumfinancing #wholelife #dividends #cashvalue #networth #charitablelegacy #charitablegiving #taxadvantaged #taxsavings

57 views0 comments
bottom of page