Financial Literacy

Loans taken from your policy ARE NOT TAXED🚨. (See section 7702 of the Internal Revenue Code):

1. Earned Income 💵 - This is money that you earn by working, including wages, salaries, and bonuses.

2. Passive Income 🏠 - This would be the type of income you receive from renting or leasing a property.

3. Portfolio Income 📈 - This comes in the form of interest and dividends.

Since loans against your permanent policy are not earned, passive, or portfolio income, the money is yours tax-free. Although the insurance company does not require you to pay back any loans during your lifetime (because any loan balances are cleared away when the death benefit is ultimately paid), you can pay back some or all of the loan if you choose.

Where ever you're at in life, IF your passive income is not covering your monthly expenditures (aka, "independently wealthy") please DM me.. seriously. I'm down to consult you with no compensation to myself. Let's get you on the right plan.

The reality is: it isn't what you make, it's what you do with what you make!

It doesn't take a lot to change your life. It just takes VERY SMALL shifts with the right advisory.

NEW 40-Year High on Inflation 🤯
Cars: +15.9%
Plane Tickets: +37.8%
Gas: +48.7%
Fuel: +106.7%
Dairy: 15.9%
Meat: +13.1%
Eggs: 32.2%

This is being felt around the world.
But check this out
Average Hourly Earnings: -3%

Do everything you can to get multiple streams of income.

DM ME NOW… let me put you In position

Every. Single. Month. You should be leveling up. 1% improvement daily is 30% monthly.

Imagine increasing the efficacy of all your productive habits by 30% monthly.

Annual compounded growth becomes exponential.

If your "goals", "dreams", or "decisions" aren't completely unrealistic, to the point you even cant fathem, you'll continue to live in your current reality. Successful people are ALWAYS functionally delusional. No exceptions.

My dad always told me "there's 2 types of people. The ones who aim for the moon, and the ones who aim for the pile of *doodoo*. Maybe the ones who aim for the moon don't always land on the moon, but the ones who aim for the *doodoo* always hit it."

*family friendly terms used*

a $500K Indexed Universal Life Insurance Policy‼️🛡🏢
Best Part? These accounts have a "self banking" feature where you can access your cash value tax free!

So instead of just putting all your cash in a savings account and/or into real estate equity, our clients are diversifying and creating more wealth buy adding indexed life insurance accounts as an ASSET class to their Portfolio! 🚨📣💰

Whose ready? Even if you can only save $100/mo to start...

April is still Financial Literacy month, shoot any questions in comments, pm, or text.

Nobody:

Money:”save me today, so I can save you tomorrow”

Benjamin Franklin said two things are certain; death and taxes. You make money. They tax you. You spend money. They tax you. You save money. They tax you. You die. They still tax you. Pay a little up front and never pay taxes again. Ask me How?

Stop spending money on things you don't need. 👏🏾

Rather, SAVE money in the right places so that you can leave generational blessings. 🙇

P.S. Don't be narrow minded and say I don't want to leave my family any money either. 😑

I bet you would think differently if your parents or grandparents left you with $1M+ for a better quality of life so that you can continue the blessings. 🧐

Join us tomorrow night 🔥

- Single
- Self employed with no children
- Married with a family
- You have a growing family

How much are you paying in health insurance?

I have partners that can provide complementary quotes for some great plans and I believe you will be happy!

Car insurance, homeowners, business, pet, health, life, Annuities and more

Text me 5617291185