Call: (888) 892-1102

Skousen December 2014

New Ways to Invest Create Your Own Tax-Free Family Bank

I met with my long-time friend Dave Phillips, president of Estate Planning Specialists, at the Orlando MoneyShow, and he told me about a great new way to build a large estate while minimizing taxes. He has just written a fascinating book on the subject called “The Family Bank Strategy,” which reveals the surprising benefits of the Indexed Universal Life (IUL).

The insurance industry has always enjoyed special tax benefits, and this is a great way for you to take advantage of tax-free investing in the stock market with no downside risk while building an estate that can offer easy “tax free” access from your personal “bank” for lifetime income, your children’s or grandchildren’s education and medical emergencies. It’s much more flexible than an IRA or 401(k). In addition, this IUL “family bank” can be passed on to your heirs tax free (there’s that word again) with a life insurance kicker. There’s a lot more to the “family bank” strategy not covered here. I suggest you learn how you can create your own personal bank through an IUL by reading Dave’s new book, “The Family Bank Strategy.” My subscribers get a 60% discount off the $24.95 listed price — you pay only $9.95. Call David Phillips’s office at 1-888-892-1102, and mention my name for the discount.

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