Sales Strategies – Page 2

Sales Strategies Bank on Yourself Pamela Yellen BTID – Buy Term and Invest the Difference BYOB – Be Your Own Banker Kai-Zen LEAP – Lifetime Economic Acceleration Process Flex Method IBC – Infinite Banking Concept Nelson Nash Laser Fund Doug Andrew LIRP – Life Insurance Retirement Plan David McKnight Missed Fortune Doug Andrew MPI…

Qualified Money to Life Insurance Doug Andrew David McKnight 72T / SEPP / LIRP – Life Insurance Retirement Plan https://www.newspapers.com/article/leader-telegram/146613928/ 2012 – LC – BERNICE F. BAMBULIS vs. PROTECTIVE LIFE INSURANCE CO. Civil Action No. 11-2256 United States District Court, E.D. Louisiana. 2012 1211 – [Google Scholar] This action arose over the termination of a…

IUL – Retirement Income – Loans 2018 /2019 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed 2018 10 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed—Part 1, By Ben H Wolzenski and John S. McSwaney – p28-31 – soa.org/4934ca/globalassets/assets/library/newsletters/product-development-news/2018/october/pro-2018-iss111.pdf WHAT’S THIS ABOUT AND A QUICK…

Doug Andrew – Missed Fortune 2005 0906 – Victoria Advocate – Taking ‘Missed Fortune 101 ‘ to the reality lab, by Scott Burns, Investors Network – Page 7 06 Sep 2005, Tue Victoria Advocate (Victoria, Texas) Newspapers.com 2007 – Book Review – Missed Fortune 101, by Doug Andrew’s – Review by Doug Thorburn – [link] Every…

MoneyTrax – Circle of Wealth moneytrax.com/ youtube.com/@CircleofWealthbyMoneyTrax Don Blanton “Private Reserve Strategy” MoneyTrax – Circle of Wealth – Ten Minute Lesson on Life Insurance – cow.moneytrax.com/f1/cow_fmli2_natlifegrp.htm Example Script There is the “minimum one can pay” for a given amount of insurance coverage for a specific age and the “maximum one can pay”. Who determines the…

LEAP – Lifetime Economic Acceleration Process youtube.com/@LeapSystems Leap: Lifetime Economic Acceleration Process Hardcover – January 1, 2005, by Robert Castiglione https://www.csbj.com/premier/opinion/letters_to_editor/leap-leader-defends-system/article_0648301f-3f74-5043-99c3-53370c25c72e.html The article that appeared in your magazine titled “Bad books can make good investment lessons” written by Allan Roth is intellectually dishonest. https://www.csbj.com/premier/opinion/wharton-school-s-prestige-loses-some-of-its-luster/article_800c2842-1384-574a-9c4d-dbe199e8d479.html https://www.youtube.com/watch?v=BfmDSB-Hya4 Bob Castiglione – Economic Warrior https://s3.amazonaws.com/lmrreport/lmr_06_2014_web2.pdf Joseph Belth No. 324: LEAP…

Investment Oriented Life Insurance Products joinwai.com/seminar.html SEMINAR PRESENTATION SUPPORT FROM DAVID MACCHIA ONE OF THE INDUSTRY’S TOP PUBLIC SPEAKERS- AND LEADING EXPERT IN RETIREMENT INCOME- WILL HELP YOU MAXIMIZE THE SUCCESS OF YOUR EDUCATIONAL EVENTS Paine Webber – The Alternative Plan: How to Create Tax-advantaged Retirement Income. The Paine Webber – David Macchia Retirement Income…

Kai-Zen youtube.com/@NIWcorp niwcorp.com/retirement-planning/kai-zen niwcorp.com/myilia Introducing ILIA® – Created in 2000, NIW Companies specializes in innovative estate, business, and retirement planning solutions for high net-worth or high-income earning professionals using bank financing to enhance the clients’ benefits. NIW combines extensive industry expertise and alternative thinking to offer financial solutions that are high quality, durable, and cost-effective.…

Tax Shelters 2003 0719 – NYT – Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston – [link-Paywall Free] Since the government began attacking tax shelters in earnest two years ago, a growing number of individuals and corporations who bought shelters that the I.R.S. has either demolished, or may demolish, have filed lawsuits against…

Sold, Not Bought … but you know there is a saying about life insurance, that it’s sold, not bought. And something similar can be said about a fair amount of lending activity. 2010 0528 – FCIC – Interview – Transcript – Larry Summers – 80p (p285) – J. B. Ecclesine, editor of The New York Underwriter -…