Legacy Banking 

Legacy Banking is a financial strategy that enables you to become in essence your own banker.  Learn why this matters to you as an individual or small business owner.    
   

THE ENEMIES OF YOUR MONEY 

INTEREST

FEES

INFLATION

TAXES

Learn how to reduce the amount you pay in interest, investment fees, and taxes to optimize your earnings and beat inflation!

HOW BANKS MAKE MONEY

Banks profit from interest they obtain from lending out money to other clients. They pay a low interest rate to depositors and charge the borrowers they lend to a higher interest rate, and profit off the interest rate spread. They also  issue higher-interest credit cards, and charge service charges and fees. Additionally, they invest in a wide array of financial instruments (e.g., stocks, bonks, life insurance, government securities).  

BENEFITS OF LEGACY BANKING FOR INDIVIDUALS AND SMALL BUSINESSES 

Learn how you can become your own banker. Leverage and grow your money while reducing what you pay in interest, investment fees and taxes. Turn your expenses or liabilities into assets. Continue to earn money on your policy's cash value - even as you borrow against it.  Have the freedom to access your policy’s cash value by borrowing from yourself — and paying yourself back — at any time.  

    A breakthrough way for small business owners to reduce expenses and increase their net worth and earnings.  

    Learn how to turn your liabilities into assets. Reduce the amount you pay in interest, taxes, and investment fees. Increase your earnings. Leave an inheritance for your beneficiaries.  

      

    A powerful way for individuals and families to reduce expenses and grow their net worth. 

    Reduce the amount you pay in interest, taxes, and investment fees.  Increase your earnings. Leave an inheritance for your beneficiaries. 

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