Whole Life Insurance Archives - Page 4 of 18 - Universal Wealth Managers LLC

Blog 111 – Creating Sustainable Wealth Without Risk

Successful implementation of IBC requires patience, discipline and long-range planning as IBC is not a “get-rich-quick” scheme and it is not for the person who is always looking for instant gratification. By all means, spouse an abundance mindset and avoid a scarcity mindset.
Read “Becoming Your Own Banker” several times with an open mind as well as “The Case For IBC” and “Building Your Warehouse of Wealth”, authored or co-authored by Nelson Nash.

2024 April BankNotes

One of the most compelling ways financial professionals explain the IBC concept is to compare it to one’s own private bank as Nelson Nash has done in his national best selling book, Become Your Own Banker.

2024 May BankNotes

Former Dallas Federal Reserve President, Richard Fisher, publicly dressed down President Trump in a recent interview with CNBC in response to Trump’s remark that he’s “not thrilled” about the Fed’s interest rate hikes. Obviously, Trump’s comment upset Fisher quite a bit and he told CNBC that
by making that comment “Trump is out of line.

Blog 110 – We Develop Solutions That Create Value

“We Develop Solutions That Create Value” has been the tag line to our emails since 2008. That was the year when we decided to abandon traditional financial planning advice and concentrate uniquely in creating value by implementing the Infinite Banking Concept (IBC).

Blog 109 – An Infinite Banking Tax Strategy

This is not about “finding a tax loophole.” Rather, we are pointing out one option that people with large cashflows — such as business owners who annually make a large payment to the IRS

2024 January BankNotes

A Business Credit survey1 conducted and published in March 2016 by
the Federal Reserve Banks of New York, Atlanta, Boston, Cleveland,
Philadelphia, Richmond, and St. Louis reports that “cash flow” is
the number one problem facing small businesses with fewer than
500 employees.

Blog 108 – Infinite Banking Policies Versus Qualified Plans

Control of your money: When you contribute to a qualified plan, the government, the retirement plan administrator and/or the employer, determines what you can invest in, how much you can invest depending on your age and/or income, when you can withdraw it, and what taxes and fees you’ll pay for withdrawing earlier. Of course, the government can and does change the rules!

When you contribute to an IBC policy, you and only you, are in control of your money. You determine how much to contribute to your policy, limited only by its design, and you determine when and how much you can withdraw or borrow from your policy. The insurance company that issues your IBC policy cannot change these rules!