…and how they can transform your financial future.
Enjoygrowthfor life
Market changes and capital usage kill compound growth. But with Infinite Banking, you can enjoy…
Guaranteed growth for life
No matter what happens in the stock market
Even if you borrow money from your account
Imagine if your bank guaranteed to pay you a competitive interest rate on a savings account, even if you took money out of that account to use elsewhere. What would you do? Invest in real estate? Buy equipment for your business?
That’s not a pipe dream. It's a key feature of Infinite Banking.
Take backcontrolof your money
Traditional loans and debt cycles can make you feel like you’re always playing by someone else’s rules.
With this financial strategy, you become your own banker which allows you to…
Set your own loan terms: As an Infinite Banker, you’re both the lender and the borrower, so you can decide how and when to repay.
Escape debt cycles: Leveraging the cash value in your account eliminates the need for high-interest credit card debt or bank loan payments.
Enjoy liquidity without penalty: You can access the cash value of your account at any time without triggering taxes or reducing the value of your assets.
Imagine having access to a flexible emergency fund, an investment tool, and a resource for big purchases—all rolled into one. With Infinite Banking, the power is back in your hands, letting you use your money without sacrificing its growth potential.
Shieldyour wealth with tax advantages
Think about where taxes are heading—will they go up or down? With national debt on the rise and economic uncertainty looming, it's reasonable to expect that taxes could increase in the future.
That's why the Infinite Banking Strategy is so powerful. It provides…
Tax-Favored Growth: Allow your investments to grow without the annual burden of taxes, maximizing the potential for compounding.
Tax-Free Access: Access your money throughout your life without tax penalties, whether it's for emergencies, investments, or any other significant purchase.
Tax-Free Inheritance: Leave your loved ones a tax-free benefit without the hassle of probate. Much like a Roth IRA, once your capital is in the account, it remains protected from taxes if used properly.
Imagine being able to shield your wealth from future tax hikes and pass on a legacy without worrying about tax implications. Paying taxes now at a potentially lower rate so you don’t have to worry about them later is a smart strategy—and one that puts you in control of your financial future.
Getprotectionfor today and tomorrow
This financial strategy isn't just about building wealth—it's also about protecting yourself and those you care about most.
An account designed around your priorities can provide…
Protection while you’re living by providing financial support through chronic illness riders and accelerated benefits, and access to capital to get you through a hard time.
Protection when you’re gone by ensuring your loved ones are taken care of with a tax-free death benefit that provides a lasting legacy without probate or additional taxes.
Imagine having a financial safety net that not only grows your wealth but also protects you and your loved ones during life’s most challenging moments. That’s the kind of security this approach offers.
ElevateYour Retirement
You build wealth and create the legacy you've always envisioned. Infinite Banking offers unique opportunities to grow your assets and protect what matters most, allowing you to…
Maximize your retirement potential by providing cash flow during your retirement years.
Secure your retirement savings with protection from market volatility and steady growth that supports your financial goals.
Imagine having a reliable source of retirement income that grows steadily and is protected from risk. By incorporating Infinite Banking into your retirement planning, you can enhance your lifestyle and create the retirement you’ve always envisioned.
Why partner withWellington Capital Reserve to design a tax-favored Infinite Banking Plan?
Meet our experienced team and see what sets us apart.
An advisor is a person who is licensed by their resident state to sell fixed life, accident and health insurance products; no variable nor ‘market-based’ products are indicated.
