PRIVATE EQUITY BANKING;

A Four Part Series for NEXA


A few months back Mike Kortas stated in the Townhall that he wanted a replacement to the 401K. I reached out to him about the benefits of Private Equity Banking. He and Mat liked this financial strategy enough to create their own Cash Accumulation Accounts.


Mike said, "I get thrown a million 'ideas.' It is my job to poke holes in all these 'ideas', or come up with a way to fix them. After the first few minutes [of watching your video], I was kind of disappointed that I’d never heard of this before, because it makes so much sense."


"This is not some cool marketing idea, this is a legitimate financial plan."


"Honestly, every single loan officer, … has got to look at this program. It's an absolute no brainer."

Part 1: What is Private Equity Banking?

One of the most powerful tools for growing and protecting generational wealth is Private Equity Banking. The concept older than America itself, but honestly, most often used by super affluent. Families like the Rockefeller's, the Morgan's, the Roosevelt's and the Kennedy's have used Private Equity Banking.


One of the most important aspects of Private Equity Banking is our ability to move our money from "forever taxed" environments, to "never taxed" accounts. We are also able to shield our wealth from market risk.


To achieve this security, our monies are placed in "Cash Value Accumulation Contracts" (the term the IRS uses). These contracts are offered through "Legal Reserve Insurance Companies."


Part 2: Why is PEB the "Secret of the Affluent?"

The New York Times called Private Equity Banking the "secret of the affluent." The truth is many affluent dynasties (Rockefeller, Morgan, Kennedy etc) have protected their Generational Wealth, through many generations thanks to Private Equity Banking.


In this video we'll explain some of the most important ways Private Equity Banking is used to Create, Preserve and Protect generational wealth.


Debt Service, changes from a liability to an asset, with Private Equity Banking. Individuals and families avoid the uncertainties of retirement. Economic Uncertainty, which is a given in our world, is eliminated with Private Equity Banking. Taxation is also eliminated. Watch this video to see how.


Part 3: A Simple Two Step Strategy for Implementation

For most American's the first place to start utilizing the benefits of Private Equity Banking is to get out of debt. Debt Elimination is one of the largest concerns for most American's too.


The second step is to become your own bank. Watch this video to see how.


Part 4: Real Examples using Private Equity Banking

In this part we'll demo some "typical" Cash Value Accumulation Contracts.


See how a Typical "Employee" was able to get out of debt in 8.5 years instead of 25 years, to include her mortgage.


See how an an Engineer was able to eliminate $690,000 in debt, in 9.3 years, saving $526,000 over the 30 years he would have been in debt without a Private Equity Bank.


Business Owners love Private Equity Banking. With a custom designed High Cash Value Accumulation Contract, business owners are able to access capital quickly, with no credit checks and no "approval" processes. Many "seasonal" business use Private Equity Banking to smooth out their cash flow needs.


Investors use Private Equity Banking to utilize their money twice, simultaneously. Watch and see how.


Eric & Diane Martineau

No, we're not that young any more. Diane and Eric met 30 years ago, in the Marine Officer's "Basic School." One of their first dates was fixing up a Three-Plex Eric had just purchased. They've continued to purchase investment real estate for 30 years. We raised our kids, and now have 9 grandchildren.


Diane has a BS. Eric has an MS and an MBA. After leaving the Marines, he worked as the Vice President of R&D at some large Telephone Companies. At some point in the past both of us got our Real Estate licenses, now expired. As investors the concepts of Private Equity Banking were life changing. Concepts we were never taught in school.


Both of us have our licenses as Loan Officers as well as Insurance Agents, and love helping others avoid some of the pitfalls we tripped over along the way.


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© 2020 Focus Wealth Group. All rights reserved.

* Focus Wealth Group, LLC educates clients on the benefits and utilization of cash value insurance, annuities, and asset based long-term care products. These products structured correctly will add greater protection and peace of mind to your life and financial plan. Learn all you can about the living benefits of these financial products to enhance your financial assets and future outcomes in order to live a more abundant life. Focus Wealth Group, LLC does got give tax or legal advice and recommends that all clients talk with a CPA or tax attorney for legal and/or tax advice.

Company

Resources

Books

See Us & Share Us

* Private Equity Banking, dba "The Martineau Agency" and working in conjunction with The Insurance Team, educates clients on the benefits and utilization of cash value insurance, annuities, and asset based long-term care products. These products, structured correctly, will add greater protection and peace of mind to your life and financial plan. Learn all you can about the living benefits of these financial products to enhance your financial assets and future outcomes in order to live a more abundant life. The Martineau Agency, LLC does got give tax or legal advice and recommends that all clients talk with a CPA or tax attorney for legal and/or tax advice.

© 2020 Private Equity Banking. All rights reserved.