Not exact matches
Others are considering equally complex transactions to sell or lease
income -
producing assets to private companies in exchange
for current cash payments.
We typically prefer non direct recognition companies
for those who plan on using their policy as a «safe bucket», borrowing funds to purchase
other income producing assets.
The ability to take policy loans is also an attractive feature when the plan is to utilize life insurance policy proceeds
for investing in real estate and
other income producing assets.
This is a huge advantage
for anyone who uses a policy loan and wants to maximize the potential arbitrage available to purchase
other income producing assets.
A charitable lead trust allows you to transfer the benefit of
income -
producing properties and
other assets to the APA Adoption Center
for a specific number of years.
Further, when using whole life
for infinite banking the returns on your money can be astronomical, as you use your policy's cash value to purchase
other income producing assets or to recapture interest that would otherwise go to a financial institution.
This is a huge advantage
for anyone who uses a policy loan and wants to maximize the potential arbitrage available to purchase
other income producing assets.
One of the ways we encourage our clients to maximize their whole life insurance policy is to use the cash value as collateral
for a life insurance loan to purchase
other income producing cash flow
assets, such as real estate and
other investment opportunities.
We typically prefer non direct recognition companies
for those who plan on using their policy as a «safe bucket», borrowing funds to purchase
other income producing assets.
Finally, whole life insurance is an
asset class that can be utilized to store your wealth while you wait
for opportune times to invest that wealth into
other income producing assets.
The ability to take policy loans is also an attractive feature when the plan is to utilize life insurance policy proceeds
for investing in real estate and
other income producing assets.