Sentences with phrase «safe bucket»

A fixed interest rate annuity may be considered a very conservative safe bucket investment as defined by Robert Kiyosaki.

Repaying the cash value in your policy allows it to exponentially grow, allowing more cash value, more guaranteed growth, more tax advantaged dividends, growing death benefit and essentially a compounding AND EVER EXPANDING SAFE BUCKET to provide greater means to pursue, higher risk, higher return investments... and the strategy compounds and grows and grows and compounds.

So, for example, if you're getting a 2 % arbitrage on borrowed funds in your cash value safe bucket, and you're getting 8 % cash on cash return on a real estate investment (not even accounting for tax advantages), what is your rate of return?

Repaying the cash value in your policy allows it to exponentially grow, allowing more cash value, more guaranteed growth, more tax advantaged dividends, growing death benefit and essentially a compounding AND EVER EXPANDING SAFE BUCKET to provide greater means to pursue, higher risk, higher return investments... and the strategy compounds and grows and grows and compounds.

So, for example, if you're getting a 2 % arbitrage on borrowed funds in your cash value safe bucket, and you're getting 8 % cash on cash return on a real estate investment (not even accounting for tax advantages), what is your rate of return?

If you're having a difficult time handling the potential risks from rising interest rates, it could make sense to have your safe bucket in cash as opposed to bonds.

Variable investments with either life insurance OR an annuity may have its place as a hedge against inflation AS DOES a safe bucket investment as a hedge against inevitable economic downturns and part of a solid asset protection plan.

This consideration often involves a discussion, on our site, of the importance of a safe bucket investment as coined by Robert Kiyosaki and also relates to topics such as the infinite banking concept AND wealth building with life insurance.

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.

At I&E, we believe that any sound financial blueprint requires a «safe bucket» as a foundation.

The guaranteed rate of return in a whole life policy is not impacted by market risks, etc, and thus may constitute a «safe bucket» for cash reserves.

Rather, whole life acts as a safe bucket, that provides peace of mind away from Wall St.

And with a properly designed policy, you can use the cash value life insurance as a safe bucket, conducting much of your financing in and through the policy.

If a safe bucket investment, as coined by Robert Kiyosaki, is concerned, then participating whole life coverage may be your preferred choice.

Of the 3 types, fixed interest annuities are most appropriate as a safe bucket investment AND variable annuities are most appropriate for younger people with a tolerance for risk who are looking for a tax deferred investment.

Whole life insurance provides a «safe bucket» due to the guarantees provided.

Permanent life insurance, particularly whole life, provides a stable, non-correlated asset that can act as a «safe bucket» to store your assets until opportunity knocks.

And with its guaranteed cash value growth year over year, it provides an excellent «safe bucket» of assets that can help insulate you from the ebbs and flows of the stock market.

The Fixed Index Annuity (FIA) are the most conservative option in the annuity investment sphere, similar to participating whole life insurance, and are thus most appropriate as a safe bucket investment, as defined by Robert Kiyosaki, for those in need of a fixed and perhaps conservative guaranteed rate of interest.

In a world of change, our financial foundation should have a «safe bucket» from which we can go to avoid the often chaotic atmosphere that surround most of our investments.

This is why Robert Kiyosaki suggests that everyone have a «safe bucket» and this is especially critical for retirement planning.

The key, though, is to move your savings from those riskier buckets to the safer buckets as you move through retirement.

The simple truth is that the wealthy put their safe bucket assets to work for them in investments such as high grade bonds and treasury bills.

With the safe bucket covered and generating passive, tax advantaged income, they then have the freedom to entertain opportunities such as real estate, business start ups, private lending and other lucrative opportunities by borrowing money at favorable rates, often from the mutual insurance companies general account using their policy cash value as collateral, or shopping the rate to other financial institutions to see who is most competitive.

The guarantees of whole life insurance also qualify as a safe bucket investment, as coined by Robert Kiyosaki, in his book Second Chance.

Step 4 of the conduit whole life insurance strategy is to maximize your safe bucket assets.

Bringing the profit from your higher risk investments to repay your safe bucket of cash value life insurance, is like putting gasoline in the ever working engine that this asset represents for a couple of key reasons.

The key is to use your higher risk, higher return investments to continually fortify your safe bucket of cash value life insurance AND then use your safe bucket to continue to fund higher risk - return investments.

The first step is to utilize a proper «safe bucket» for saving funds, protecting them and gaining the potential for tax advantaged growth and future death benefit.

Step one takes care of your safe bucket... offering a guaranteed rate of return (or slow ongoing growth), historically backed tax free life insurance dividends and asset protection under many state laws.

However, you're also choosing to invest in your safe bucket... and this is critical for a couple of reasons:

Having a guaranteed return investment vehicle as your safe bucket will help remove much of the drama and emotion that comes with being fully invested in the stock market.

They also do not invest their safe bucket in investments where they stand to potentially lose their emergency money.

Don't miss the fact that in the above examples, your money is working hard and has never stopped moving, i.e. the velocity of money... this is the essence of the conduit whole life insurance strategy because your cash value policy has served as a natural channel through which your money moves continually, growing perpetually to fund both your safe bucket and higher risk opportunities.

The key with cash value life insurance is you will have a safe bucket of assets ready to take advantage of these investment opportunities when they appear.

When you take into account the likelihood of another 50 % haircut in the next market crash and whole life and indexed universal life start looking more and more attractive as a «safe bucket» to hold you cash waiting for the next investment opportunity.

One of the great things about permanent life insurance designed for cash value growth is that you have a safe bucket of assets waiting in case of an emergency or opportunity.

Bringing the profit from your higher risk investments to repay your safe bucket of cash value life insurance, is like putting gasoline in the ever working engine that this asset represents for a couple of key reasons.

Having a guaranteed return investment vehicle as your safe bucket will help remove much of the drama and emotion that comes with being fully invested in the stock market.

Whole life insurance provides a «safe bucket» due to the guarantees provided.

And with a properly designed policy, you can use the cash value life insurance as a safe bucket, conducting much of your financing in and through the policy.

Step one takes care of your safe bucket... offering a guaranteed rate of return (or slow ongoing growth), historically backed tax free life insurance dividends and asset protection under many state laws.

The first step is to utilize a proper «safe bucket» for saving funds, protecting them and gaining the potential for tax advantaged growth and future death benefit.

Step 4 of the conduit whole life insurance strategy is to maximize your safe bucket assets.

Don't miss the fact that in the above examples, your money is working hard and has never stopped moving, i.e. the velocity of money... this is the essence of the conduit whole life insurance strategy because your cash value policy has served as a natural channel through which your money moves continually, growing perpetually to fund both your safe bucket and higher risk opportunities.

The key is to use your higher risk, higher return investments to continually fortify your safe bucket of cash value life insurance AND then use your safe bucket to continue to fund higher risk - return investments.

However, you're also choosing to invest in your safe bucket... and this is critical for a couple of reasons:

The guarantees of whole life insurance also qualify as a safe bucket investment, as coined by Robert Kiyosaki, in his book Second Chance.