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Investment growth

Does the perfect investment exist?

November 01, 20241 min read

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:

  1. Safe/Risk Free

  2. Liquid - You can access cash easily and quickly

  3. Guaranteed to grow

  4. Free of regulations - You are not restricted in how, when or why you access your money.

  5. Minimal time investment

  6. Passive cash flow

  7. Protection against tragedy/death

  8. Protection against creditors

  9. Free of management fees

  10. Flexible

  11. Tax deductible

  12. Tax free growth

  13. Tax free distribution

  14. Protected against inflation

  15. 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:

Investment comparison chart

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.

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