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The Dazzling Dozen: A White Paper, Pt. 4By Jeffrey Reeves, Financial Author, Speaker and Guide YouBeTheBank.com
We've already discussed nine dazzling reasons why participating cash value life insurance should be at the foundation of your client's financial house: 1) You can get to the money in your "bank" whenever you want or need it, without waiting and no penalties or taxes, 2) The government, your employer, or any other outsiders have nothing to say about how you operate your "bank," 3) Your "bank" is protected from creditors and lawsuits. 4) You can borrow against your "bank" for any reason and you don't have to qualify in any way, 5) When you borrow from your "bank," your money keeps growing as if you hadn't borrowed a cent -- essentially, your money does double duty, 6) Your "bank" allows you to recover the money you pay to purchase cars, household furnishings, vacations and other big-ticket items, or to fund education, business start-ups or any other costly expense, and deposit both principal and interest recovered right back into your "bank." 7) Your "bank" allows you to put all of the interest you would normally pay to credit card companies, banks and other credit grantors into your "bank," where it compounds for your benefit. 8) Your "bank" allows you to pre-pay the cost of future health and long term care so the money you need as you age is in your "bank" when you need it most. 9) Your "bank" can fund an inflation-protected income that you do not have to work for and you can't outlive.
Let's move on to
the final 3
compelling reasons to put cash value life insurance to work for
your clients...
You can use the money in your “bank” when an unforeseen life event throws you off track (and that happens to everyone at some time or another.)
Conventional wisdom – which is no wisdom at all – tells you that you need six months income in the bank to cover emergencies. Bunk! That's a shibboleth – a false statement that has been repeated so many times that everyone assumes it is true. In 1492 the world was flat.
Ask any 50 something
worker that has been caught in a downsizing if six months is enough.
Three years later he or she could be a Wal-Mart greeter because
there is no other option. How about the 27 year old that is
partially paralyzed in a skiing accident and is looking forward to a
2 year rehab with lots of expense and no income?
Take a look around and recognize that there are hundreds of situations that could require three, four or five years of ready cash. When you are younger and your responsibilities are fewer you might be able to get by a job loss or other minor events with a six month reserve. As you grow older, enter relationships, have children, incur mortgage debt…you know the rest.
This problem is made worse as you age and take on more responsibility. Conventional wisdom advises you to put your money in places where it is exposed to high levels of risk; where you either can’t get to it or where it is costly to do so. It ignores your need for ready cash. The money in your participating cash value life insurance policy – your “bank” – is easy to get to. You can start accumulating this kind of ready money any time, but, the earlier in life that you begin, the more secure your future will be.
PS – This foolishness about ready money endures because there are few advisors in the country that both understand and embrace the approach described in Money for life…in good times and bad. The Behemoths don’t actively support this model because they don’t have the financial products that you need to implement it and because what they really want is to control as much of your money as they can.
I recently read an article by an advisor from one such firm that referred to clients as “wallets” – as in, “I want to control all of the money in their wallet.” Reason No. 11
Your “bank” lets you grow your wealth tax free every year…no sliding backward…no worries about stock market crashes or real estate market bubbles…just peace of mind about your money.
If your fortune was tied to the stock market in 2001, especially if you were heavily invested in the high tech stocks and mutual funds, you probably lost seventy-five percent of your money. I have developed clients over the past six or seven years who have still not recovered from their 2001 – 2002 losses.
If you were in the real estate business in 2007 and have properties that you planned to sell, you may be in for some financial surprises as the credit market contracts and your potential buyers find financing less available.
Ask a FINRA registered securities rep if there is any guarantee that your money will be there in seven - or seventeen or twenty-seventy or any-seven – years. There is none. No-one in the investment business is even allowed to use the word “guarantee”. They’ll quote lots of statistics about market performance over five, ten and twenty year spans and reassure you that everything will be OK. They will not promise anything.
The money in your participating cash value life insurance policy – your “bank” – is guaranteed by the insurance company and backed by fifty state insurance guarantee funds. Not only is it guaranteed to be there when you need it, it is guaranteed to increase in value every year and the IRS says that the increase is tax free.
PS – Don’t draw the implication from this brief commentary that investing is wrong or advisors are leading you astray. Advocating for prudence does not invalidate investing. The aim is to find a secure place for money that allows you to launch an investment program and manage the risk too.
Your “bank”
serves you without compromise while you are alive and allows you to
pay forward - tax free and to anyone you choose - your legacy of
wealth and wisdom.
During your lifetime your
“bank” finances your purchases, earns a steady, tax free, and
guaranteed return, pays dividends tax free, supports you when you
experience the unexpected, secures your health care for later in
life, helps you achieve financial goals, protects your money from
lawsuits and bill collectors, let’s you do all of that and more on
your own terms without the intrusion of employers, Behemoths or the
government.
“But wait!” as the TV
pitchman says, “There’s more!” When you die – and we all die – your participating cash value life insurance policies – your “banks” – close their doors and distribute your money, tax free, to whomever you choose.
If you have had the good sense and the good heart to teach others about Money for Life, then your legacy is much more than just money. You will have created a new generation of wisdom-holders who will propagate your contribution to the world and to generation upon generation in your name.
More importantly,
however, we want to pass on the wisdom of generations from millennia
gone by; to know that those who adopt the practices from Money
for Life…in good times and bad will “breathe easier” and
experience peace of mind about money. You can help. Tell a few of your friends and relatives about the book, Money for Life…in good times and bad, the blog http://themoneyforlifebook.wordpress.com/ and the web site www.YouBeTheBank.com
The Dazzling Dozen – Epilogue
Sometimes it may sound like I am coming across as the enemy of financial professionals and the investment community. That is not the case. I personally rely on a Certified Financial Planning Professional to manage the money that I borrow from my “banks” and leverage into investments.
This approach to investing is normally quite successful and profitable. Those who adopt it are consistently able to repay their “banks” and keep their investment portfolio growing.
The value of using cash value life insurance as your fundamental money management tool and resource is that it is safe, reliable and flexible. It allows you to pursue any investment you desire knowing that the money you are taking from your “bank” will be returned. Even if the investment is a complete failure, your “bank” will be restored.
Thanks, Jeffrey Reeves
May your life be filled with Health, Abundance, Love and Light… ______________________________________
Advisors Sharpen Their Skills Seen here are six of the leading financial advisors in our industry, with two of our special guest speakers. Each is a long time advocate of the Insurance Pro Shop... Terry Bialek, Roy Sargent, Ron Mathews, Peter Lampert, Jeffery Reeves, Wally Cato, Paul Belcher and Tim Hamm. _________________________ "Lew, Thanks for inviting me to attend your 'Found Money Management™ Training Boot Camp.' For an accomplished producer, author and trainer in his 69th year to attend a boot camp of any kind may seem odd to those with a jaded outlook on living and learning. I want them to know something they don't. I learned and re-learned more in two days with you than I learned in almost 40 years of continuing education training and self-study. You have put together the strongest and most straightforward marketing and sales training program I have ever experienced, and you deliver it impeccably. I have already recommended this program to over two dozen of the largest producers in the country and will continue to promote it in any way I can. If someone's aim is greatness in financial sales, he or she needs your training programs."
_____________________________________
Zig Ziglar
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Well, that's it for this weeks Insurance Marketing and Sales Tips Mastery Newsletter. I hope you found the information interesting and helpful in your efforts to grow your business.
Lew and Jeremy Nason
P.S. Do you have a friend or associate who is struggling in this business and needs help? Why not tell them about our Web site or better yet, forward this newsletter to them. They'll thank you!
© 2009, Lew Nason, RTIA, RFC, LUTC Graduate - All rights reserved and the creators of the Found Money Management™ Advanced Life Insurance Sales System the most endorsed and successful Life Insurance prospecting and sales system available for today’s insurance professional! Lew has been helping agents and advisors to achieve long-term success in financial services industry for over two decades. His unique perspective, on how to truly help clients, has enabled scores of agents and advisors reach the top levels of their profession. Visit his web site at http://www.insuranceproshop.com/ or call 877-297-4608.
Helping Insurance Agents and Financial Advisors create endless
www.insuranceproshop.com |
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Forrest
Wallace Cato,
RFMA, RFC, CRR, CPC,
is the legendary media advocate for the financial
services industry. He has served as editor of Financial Planning, Trusts & Estates, Financial Services Advisor, and
Fraternal Monitor magazines. He is an editor at Advisor magazine
in China. He has co-authored or ghost written seven books appearing
on the The New York Times best-seller list. Cato has achieved the
placement of over 3,500 articles by or about financial advisors and
famous motivational trainers (i.e., Zig Ziglar, Norman Vincent
Peale, Napoleon Hill, Robert Schuller, Norman G. Levine, Edwin P.
Morrow, etc.). He has spoken before the National Press Club, the
Publicity Club of New York, The American Bankers Association and
other groups. 
Edwin
P. Morrow, CLU, ChFC,
CFP®, CEP, RFC®,
Chairman & CEO of IARFC, is a frequent
speaker and writer on practice management and technology for such
organizations as the FPA, MDRT, NAIFA, SFSP, Insurance Pro Shop and
IARFC. He has
published over 500 articles and three books: The
Complete Millennium Preparation Guide, Computerizing Your Financial Planning Practice, and Personal
Coaching for Financial Advisors. He has lectured on
financial planning, practice management and marketing in Britain,
Canada, Australia, Malaysia, Hong Kong, China, Taiwan, Thailand,
Indonesia and Philippines, and has been responsible for getting the
many financial planning courses established in Asian countries.
