The Secret Vault Wall Street, Big Banks, and the Ultra-Wealthy Have Used for Over 100 Years
For over a century, this strategy was reserved for major banks, corporations, and the ultra-wealthy. Recent shifts in the financial world have made it available to a select group of successful entrepreneurs, business owners, and professionals — but only if you qualify.
Watch the video below to learn more.
BENEFITS
Keep more of what you earn — structured properly, distributions from your Secret Vault are designed to be received completely tax-free
Leverage - $1 works in 2-3 different places at the same time, with little-to-no risk
No extra money out of your pocket — this isn't about saving more, it's about redirecting what you're already contributing
Real results — clients using this strategy have seen retirement income more than double or triple compared to their original plan
NOTE: This strategy is not a fit for most people. But for the right person, the benefits can be life changing. The most efficient way to find out is through a short, no-pressure 10-minute call.
FAQs
Why haven't I heard about this strategy before?
This is a highly specialized field of financial services; so much so that most advisors haven't even heard of it. Naturally, most advisors don't have the experience, nor the proper connections, to be able to effectively put this strategy in place.
What is the basic premise of this strategy?
1. This strategy takes advantage of very specific sections of the IRS tax code to benefit the client (benefits listed above).
2. This strategy uses partnerships with specific financial institutions who have agreed to, and benefit directly from, investing into your plan. The result is a highly leveraged plan that benefits all parties involved.
Are there risks associated with this strategy?
Yes. However, when structured correctly, our specialists take a highly conservative approach when implementing this strategy. The result is drastically minimized risk, all of which you'll be made fully aware of prior to implementing a plan.
Can I run this strategy by my CPA?
Absolutely. That said, only about 1% of CPA's are familiar with it. Our lead advisor actually teaches CPA's across the country through continuing education (CE) credit courses, so it is encouraged!
How will I benefit from scheduling a 10-minute call?
Since this strategy isn't a fit for most people, and we only have a handful of professionals with this expertise, we need to respect their time (and yours) by conducting this short call. It is simply to make sure you have a goal that we can help with and that you'll be able to qualify.
Are you going to try to hard sell me?
Absolutely not. We are professionals and act accordingly. We are looking for lifelong clients, but only if it makes complete sense for all parties involved.
NOTE: This strategy is not a fit for most people. But for the right person, the benefits can be life changing. The most efficient way to find out is through a short, no-pressure 10-minute call.
Disclaimer: Insurance products are fixed or indexed and are not an investment in the equity markets. Performance is subject to the claims-paying ability of the issuing carrier. Death benefits are generally received income tax-free under IRC §101(a). Policy loans and withdrawals are generally not subject to federal income tax provided the policy is not a Modified Endowment Contract (MEC) under §7702A and remains in force. Outstanding loans and withdrawals will reduce the policy’s cash value and death benefit. A policy lapse or surrender with an outstanding loan may result in taxable income. Jason Cunningham does not provide legal or tax advice; consult with your independent professional advisors regarding your specific situation.
