Dog
Full time employment: Posting here.
- Joined
- Apr 8, 2006
- Messages
- 880
Anyone familiar with this concept? My sister sent me multiple emails and is pretty excited about it. She describes it as similar, but not the same as a whole life. It guarantees a 5% rate of return without any risk. It takes advantage of a loophole in the tax policy (7702) that only the rich and banks know and take advantage of.
I've scanned most of the material, but it seems to be a lot of marketing language without giving the real details.
She likes that you can invest your money, earn a guaranteed rate of return with tax free withdrawls on savings and earnings without any penalties.
The material says this is the "secret your advisor and bank hope you never discover". Most of the links are from jimwealthstrategies.com.
I've scanned most of the material, but it seems to be a lot of marketing language without giving the real details.
She likes that you can invest your money, earn a guaranteed rate of return with tax free withdrawls on savings and earnings without any penalties.
The material says this is the "secret your advisor and bank hope you never discover". Most of the links are from jimwealthstrategies.com.