tHE FAMILY BANK

the benefits of this strategy can be handed down from generation to generation

creating and Saving money inside one throughout a lifetime can help to fund all major family expenses and retirement.

To understand the concept of a Family Bank,

watch this short video comparing the two accounts... 

A Bank Savings Account vs. A Private Vault Account

Saving in 2022 Doesn't Look the Same As It Did in 1992.

the $1,000 CHALLENGE

 

Create a Family Bank for Savings & Retirement.

Earn Tax Exempt Dividends while Saving.

The benefits of creating a Tax Exempt Family Bank and using it as a Retirement Account can be a game changer for your family. 

If you are looking for a strategy or alternative to 401k's and IRA's that avoid the penalties and restrictions, we design specialized savings accounts wrapped in whole life insurance policies. While earning gauranteed dividends, all of life's major expenses can be saved for and paid for with these accounts. These savings accounts are not offered at banks. 

subscribe to our free monthly monthly newsletter

grandfather 3_edited_edited_edited.jpg

In 2023, will you regret letting 2022 money strategies pass you by?




Want to Stay Updated?

What is a Private Vault Account? 

How Can One Work for You?

a wide variety of programs

tailor made to fit almost any goal

 - High Yield Tax Exempt Retirement Plans

No Early Withdraw Penalties

- Estate Planning - Financing for Real Estate 

- College Funds Mortgage Insurance

Buying a Tesla

and

Paying a Mortgage inside

Private Vault Account

Use savings for Yearly Property or Income Taxes, College Funds, Vehicles, and more.  

The yearly dividends and life long extra beneifts these accounts provide a household can create a legacy that could last decades after you are gone.

Watch the video to learn more on giving your family a financial gameplan with long term structure many households don't know about but could benefit from.  

For many self employed Americans, a business savings account ends up being is their retirement account.

There are options available that will provide you and your family more benefits than a simple savings account at a bank.  

email footer (2).jpg

Schedule a One on One Consultation