Mar 23, 2023
Curtis emphasizes the importance of understanding the concept of infinite banking and advises listeners to think long-range and not to be afraid to capitalize. He also recommends Practical Wealth Solutions, which can help people set up privatized banking systems using properly structured dividend-paying whole life policies.
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect
Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- Properly structured dividend-paying whole life insurance is a great place to store cash and run all your business through your own bank.
- Wealth has to reside somewhere, so think about where you want to store it.
- Your need for finance during your lifetime exceeds your need for life insurance protection, so solve for your need for financing through life insurance cash values.
- Infinite banking is a storage system, not a get-rich-quick plan.
- Infinite banking requires long-term planning and thinking long-range
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