Is it Right for Me?
Entrepreneurs
When it comes to an entrepreneur's personal cash, my mantra is "Keep it liquid, keep it safe." Afterall, cash is king, right? If you are a successful entrepreneur and are currently saving money in retirement accounts, (or plan to start saving money in the near future), I urge you to consider taking a portion of what you are saving for the next few years and re-direct it into a maximum-funded cash value life insurance policy. I explain it all here...
Small Business Owners
If you are small business owner, there is wisdom in increasing your personal liquidity. Business cycles wax and wane, and you need to be well-prepared for the slow times, but should also be positioned to take advantage of an opportunity that may come along when you least expect it. Trust me, banks don't move fast, and honestly, small business loans can be difficult to get. Especially if your personal assets are tied up in retirement plans - because banks generally will not allow you to leverage those dollars. Learn more here!
Real Estate Investors
Real Estate Investors are always in need of cash! Perhaps they need quick cash to close a deal and buy a property, or maybe their rehab costs were a little more than anticipated... either way, there is wisdom in having quick access to cash - especially when you have a good deal on the table and don't want to lose it! Find out more here...