Over $4.7 Billion funded
Available to individuals or companies
No contribution limit for bank matching
All plans structured with "A" rated insurance companies:
- Interest earning potential based on popular market indexes
- No loss of cash value due to market downturns
- Tax deferred growth and tax free income using policy loans
- Death Benefit, Critical Illness and Injury, Chronic Illness and Terminal illness protections
- The policy is the sole-collateral for the loan. No financial underwriting or loan docs.
Using Intelligent Leverage provides unmatched ROI:
- Client contributes years 1-5 and bank funds years 1-10
- 3 To 1 Leverage! Bank will loan up to three times client contribution
- Stress tested under harsh economic times like the Great Depression and the High Interest 80's.