Sample Plans
Infinite Banking
Business clients set up Indexed plans to leverage cash value life insurance into non-IRS and non-visible cash assets for investing, business inventory, business expansion, etc…
Indexed Rollover Plans
When people retire or leave a job, most have a decision with their 401k, 403b, 457, TSP and similar accounts. Indexed rollovers provide downside protection from stock market loss and are an alternative to risk-based plans with traditional banks or investment companies.
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JANET MORRIS