Does the perfect investment exist?
If you could design the perfect investment, what would you want it to look like?
I would guess that you would want it to have the following attributes:
Safe/Risk Free
Liquid - You can access cash easily and quickly
Guaranteed to grow
Free of regulations - You are not restricted in how, when or why you access your money.
Minimal time investment
Passive cash flow
Protection against tragedy/death
Protection against creditors
Free of management fees
Flexible
Tax deductible
Tax free growth
Tax free distribution
Protected against inflation
Private
Would you be surprised to learn that when set up and used properly, specially structured whole life insurance offers all but one advantage listed above?
Let's see how whole life stacks up against traditional accounts:
Many people believe whole life insurance is only for the very wealthy. This is not true! I build policies in a very specific way that offers the ultimate flexibility in funding, and it can be started within any budget.