Infinite Banking
Be Your Own Banker
Leverage the cash value of life insurance to access funds and build wealth, while maintaining financial flexibility.
Overview
Infinite Banking allows you to become your own banker by using your life insurance policy as a financial asset. At Michael Robertson LLC, we help clients leverage the cash value of their life insurance policies to build wealth, access funds, and create financial independence. This strategy not only provides death benefits but also offers liquidity and control over your finances while you are alive.
Key Benefits
- Build Wealth with Cash Value: Accumulate cash value in your life insurance policy that you can borrow against.
- Tax Advantages: Enjoy tax-free growth on the cash value and tax-free loans from your policy.
- Financial Flexibility: Use the cash value of your life insurance for large purchases, business investments, or other expenses.
- Maintain Death Benefits: Even when you borrow from your policy, your death benefits remain intact.
How It Works
We help you choose a life insurance policy that builds cash value over time. As the cash value grows, you can borrow against it for significant financial needs, like purchasing a home, paying for education, or investing in a business. We guide you on how to use this strategy effectively to maintain control over your finances while still enjoying the protection of life insurance.
Take control of your financial future—learn how Infinite Banking can benefit you. Schedule a consultation today.