Listen "How to Structure a Private Family Bank Part 1 (Ep. 37)"
Episode Synopsis
Structuring a Private Family Bank requires a carefully structured participating mutual whole life contract with an insurance carrier that understands, and caters to, private banking. The insurance company and the terms of the contract you structure are both critical components of your private banking system.
Today in part one, of this two-part series, Vance Lowe and Seth Hicks, Esq. cover five of the ten rules to follow when structuring a Private Family Bank.
Join and Vance and Seth discuss:
Why it’s critical to know how to structure the policy correctly
Why you never use Universal Live or Indexed Life Policies to create a Private Family Bank
The basic components of a Private Family Bank banking contract
Why you don’t chase cash value in your structure
And more
Resources:
How to Grow Rich E-Book
How to Grow Rich Audio book
Connect With Private Banking Strategies:
[email protected]
(817) 200-4777
Private Banking Strategies
Schedule an exploratory call
LinkedIn: Vance Lowe
LinkedIn: Seth Hicks
Facebook: Private Banking Strategies
Twitter: Private Banking Strategies
Instagram: Private Banking Strategies
Today in part one, of this two-part series, Vance Lowe and Seth Hicks, Esq. cover five of the ten rules to follow when structuring a Private Family Bank.
Join and Vance and Seth discuss:
Why it’s critical to know how to structure the policy correctly
Why you never use Universal Live or Indexed Life Policies to create a Private Family Bank
The basic components of a Private Family Bank banking contract
Why you don’t chase cash value in your structure
And more
Resources:
How to Grow Rich E-Book
How to Grow Rich Audio book
Connect With Private Banking Strategies:
[email protected]
(817) 200-4777
Private Banking Strategies
Schedule an exploratory call
LinkedIn: Vance Lowe
LinkedIn: Seth Hicks
Facebook: Private Banking Strategies
Twitter: Private Banking Strategies
Instagram: Private Banking Strategies
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