I’ve just released my newest book “TAX-FREE Millionaire”.
CLICK the button below to get your copy (e-book or paperback) from Amazon.
If you don’t have a KINDLE device, you can download the FREE KINDLE app for any PC or Mac from amazon’s website.
It’s really just a “shook” (short book) that I used the same chapters describing
Universal Indexed Life (IULs) in my “Get Me to ZERO” book.
My new “shook” just focuses on how so many of my clients use specially-designed and maximum-funded life insurance as a ROTH-alternative/supplement.
But these policies can do so much more than ROTHs and have more living benefits!
For example…
Will your bank finance your retirement savings – like it does your home?
You financed your home to get to live in the home and neighborhood you desired and deserved – so why not finance your retirement to enjoy the future lifestyle you crave?
The CATAPULT IUL strategy is simply using OPM (Other People’s Money – the bank’s cash) to leverage your savings. The bank will loan you $3 for every $1 you contribute. We have originated some $2 BILLION in these specialized bank loans to date.
There are over 1 million “financial advisors” in the USA. I’m one of only a few hundred that can access this amazing strategy for my clients and I have more experience with it than most others. Despite hardly any advisors having any clue as to what this program even is, it’s flourishing.
A CATAPULT IUL is certainly not for everyone… but it’s the Lamborgini strategy for getting massive amounts of cash growing and compounding for you now… to enjoy an outlandish future TAX-FREE retirement income lasting decades.
Oh, and don’t bother googling “CATAPULT IUL”, as it’s my own code name for this little-known strategy.
And truth be told, the CATAPULT IUL strategy does have minimum annual investment levels and annual income requirements (min. $150,000 or more household income per year), but for those who qualify, there are NO credit applications and even NO credit checks. There are NO outside collateral and NO personal guarantees either. You don’t even have to sign any loan documents.
There’s really nothing like this strategy. I doubt even billionaires could enjoy more attractive loan terms and an easy-to-implement program elsewhere.
Can your ROTH earn money in TWO PLACES at the same time as the PRIVATE RESERVE? It cannot.
The PRIVATE RESERVE strategy, where your assets can earn returns in TWO PLACES at once, also maximizes the growth of your savings but it doesn’t involve any bank. There is no minimum income required and the annual/monthly investment can be much lower than a CATAPULT plan.
No matter what your politics are, Donald Trump and another 100 or so real estate BILLIONAIRES from around the world, use a similar strategy. They use the collateral of one asset to borrow and invest in another asset – owning two growing assets at the same time – with the same initial dollars. But our PRIVATE RESERVE strategy is way simpler and easier to execute than Trump’s!
So if the CATAPULT IUL strategy doesn’t fit or appeal to you, the PRIVATE RESERVE strategy only requires some investing discipline (invest in a 2nd asset rather than wasting the opportunity on fun stuff).
But you can choose your 2nd investment from just about anything at all. Just use your good common sense. Again, there are NO credit checks, NO loan applications, and NO personal guarantees. It’s so easy and without any hassles plus you enjoy low fixed and guaranteed interest rates.
Whether you are a millionaire already or not, want to retire early or retire with a lifestyle others envy – either strategy can truly transform your financial life both TODAY and during retirement.
Of course, all of the above will make total sense once you’ve read the whole book!
But I personally use this strategy all of the time with my own IUL policies.
It’s all explained in my book.
If you’ve recently read “Get Me to ZERO” then this book will just be a repeat of those chapters about the IUL plans. But it’s well worth reading again.
It’s also available on KINDLE or paperback for $5.99.
Finally, unlike my other books, there is an opportunity for anyone to compare
their future retirement income from brokerage accts, traditional IRAs/401Ks,
and/or ROTHs to using life insurance.
Let’s see which type of account wins.
Isn’t planning for the best possible retirement worth reading a short book?
CLICK HERE to get your copy today.
Thanks so much for your help and support in launching my “shook”!
all the best… Mark