Tax Free Retirement Audio CD Author: Patrick Kelly | Language: English | ISBN:
B0044VLMTY | Format: PDF
Tax Free Retirement Audio CD Description
- Audio CD
- Publisher: Strategic Financial (2009)
- ASIN: B0044VLMTY
- Product Dimensions: 7.5 x 5.3 x 1.4 inches
- Shipping Weight: 5.6 ounces
Unfortunately most opinions that put down on Permanente Life Insurance are not from a credible advisor. They really don't know what they are talking about or they got their information from their friend the mechanic. Or maybe they are sold on selling just one investment. Most opinions are worthless for lack of credible investment knowledge with no real proof of what they are saying here.
There is a place for every investment, and every investment has a place, including Permanente Life insurance. Over funding Permanente life insurance gives the client several options that other investments just don't have. Death benefit protection for the family, liquidity, use and control at all ages, has safely averaged 5% to 8% annual tax deferred and tax free growth, and has tax free distributions. I am an advisor and have sold and bought myself just about every investment there is. And I can tell you with certainty that in the last 11 years nothing has come close (with safety of principal) to the returns of over funded life insurance. In the last 11 years most of our clients that have max funded Indexed Universal Life Insurance as an investment strategy have averaged well over 6% annual returns tax free. There are at least 10 A rated insurance companies that offer a 100% participation of the upside potential of the S&P 500 up to 14%, and a 0% down side risk. What other investment has that kind of returns with safety of principal tax free in the last 11 years? I challenge anyone with credible proof to refute what I just wrote. You must; quote me the investment, the insurance Company, the years of the investment, and the returns on that investment or policy, or as far as I am concerned, and as everyone else should be, you're just not a credible source of information.
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