fbpx

Bank On Yourself

Bank On Yourself2021-04-21T20:38:50+00:00

Bank On Yourself

Bank On Yourself uses a little-known super-charged version of an asset that has increased in value during every single market crash and in every period of economic boom and bust for more than 160 years-dividend paying whole life insurance.

Our whole life insurance policies are designed very differently than traditional whole life insurance policies you may be familiar with.

Bank On Yourself policies must be written thru a non-direct recognition Mutual Company offering unique riders that allow for increased cash value growth.

These companies have over 100 years of profitability and security and have provided the foundation of many pensions and retirement plans. All policies are designed unique and custom-tailored to an individuals specific situation.

Key Benefits of Bank On Yourself:

  • A level premium guaranteed never to increase, thus giving you some protection from inflation.
  • A guaranteed death benefit
  • Tax-deferred cash value accumulation
  • The ability to borrow from your cash value, allowing you to become your own source of financing and bypass banks, credit card and finance companies
  • The ability to have a guaranteed, predictable income in retirement, without the risk or volatility of stocks, real estate and other investments

Click on the links below to learn more about other key benefits of the Bank On Yourself method:

Download a FREE Report, 5 Simple Steps to Bypass Wall Street, Fire Your Banker, and Take Control of Your Financial Future,
by clicking here.

There is even a Bank On Yourself Strategy for Seniors

Click the Video Play Button to Learn About the benefits and guarantees a Bank On Yourself for Seniors plan can offer

One of the most common questions we receive is, “am I too old to start a Bank On Yourself® policy?” There is a special Bank On Yourself® plan that is dedicated to people between the ages of 60-85.

Are you, or someone you care about, between the ages of 60-85 feeling…

  • Frustrated by low interest rates from savings and money market accounts and CD’s
  • Tired of risking retirement savings in volatile, unpredictable stocks and other investments
  • Concerned about making your money last as long as you do
  • Forced to take the Required Minimum Distribution (RMD) from your retirement plan every year and having to pay taxes on it – whether you need that money or not
  • Seeking protection from long-term care expenses (a Bank On Yourself® for Seniors plan comes with a FREE long-term-care benefit for stays in a long-term care facility or for home health care)

If you answered ‘yes’ to any of those questions, then we encourage you to find out how you could benefit from a Bank On Yourself for Seniors Plan.

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

Useful links

© Copyright 2015 - 2024 | Intelliplan Financial | Privacy Policy | All Rights Reserved

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance services offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

Go to Top