Life Insurance “bank account” Eating your cake and having it.

Did you know that with a life insurance policy, you can put money into an account that pays you a guaranteed tax-free annual return, then borrow the same money (tax-free) to do additional investing, and earn money on your investment, while your initial capital grows at the guaranteed rate of return? All while maintaining your life insurance coverage?

And then, proceeds from your additional investing can be paid back into your life insurance bank account to grow your initial capital even more and make more money available to you (again, tax free) for funding additional investments.

This strategy can allow you use your life insurance policy as a tax shelter, inflation hedge and source of capital that earns multiple returns on the same dollar – in a way that is extremely tax efficient. It is a popular strategy with the financially savvy.

Reach out to me today or at any time to schedule a free, no obligation consultation to learn more about this strategy.