Chapter Eight

Centerpiece

To work in harmony, the “personal economy” needs a plan –- not the plan the financial industry uses to sell you “boxes”, but a plan with economic vision -- and the plan needs a centerpiece to work from.

The centerpiece must have the ideal characteristics to support the “personal banking process”; which, in turn, supports the maximum recovery of financial costs, excess taxes, and opportunity costs. Further, it must facilitate the power of “velocity of money”.  

A basic requirement is liquidity, use, and control of your money in a tax favored environment with no market risk.

These characteristics are not found in a “box”. What is required more resembles a “reservoir”.

The ideal “reservoir” –- which we call the “bank” -- allows the movement of money in and out without the imposition of income taxes, capital gains taxes, penalties, or market risk… which would destroy the whole purpose. It has competitive tax-deferred growth on its own, but derives its greater power from interacting with our other financial actions to make them all work better. The entire “personal economy” performs better as opposed to the present environment of costs and losses here offsetting gains there. The “reservoir”, or “bank”, is not the plan; it is the heart of the plan. 

The characteristics of any financial product can be analyzed and “tested” against the ideal characteristics for maximum performance. When all of the available financial products are tested against these ideals only one stands up to the test and provides all of them: specially designed dividend paying whole life insurance. Unlike anything you’ve seen before, it is specifically tailored to enable the “personal economy” to achieve maximum potential. With our specialized training we can help you do that.

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