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Updated over 5 years ago on .

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Thomas Rutkowski
#5 Personal Finance Contributor
  • Financial Advisor
  • Boynton Beach, FL
791
Votes |
815
Posts

The Business Case for The Double Play: Leveraging Cash Value

Thomas Rutkowski
#5 Personal Finance Contributor
  • Financial Advisor
  • Boynton Beach, FL
Posted
This event is brought to you by:

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  • 02/20/20 01:00PM - 01:30PM America/New_York
  • https://meetingdemo.zoho.com/meeting/register?sessionId=1042
  • Free

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If you've ever wondered if life insurance concepts like "infinite banking" or "be your own bank" actually work, this webinar is for you.

This is where the rubber hits the road. A simple A vs B Comparison:

Are you better off by taking your money and putting it into a max-funded life insurance policy and then leveraging the cash value to invest or by simply taking your money and investing directly? The spreadsheet business model makes an apples to apples comparison. The result is a graph that shows wealth accumulation over time for both approaches.

We'll review a sample business case and you'll get to see all the assumptions and user-definable projections.

This is the third in a weekly, 20-Minute webinar series that will cover all of the key aspects of private banking utilizing life insurance.

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  • Thomas Rutkowski