Wealth Accumulation

Learn how to use insurance as an investment through dividends paying mutual insurance. Most millionaires utilize cash value insurance policies as an invest and a way to avoid probate. We will also discuss how to invest using stocks, mutual funds, bonds, and tax-deferred versus tax-exempt. Learn how to protect your wealth through estate planning by developing your will, trust, durable power of attorney and health care directive.

Step 6 - Wealth Accumulation Course
  • Learn how to utilize investments to generate returns
  • How to become your own banker using insurance
  • Establishing a ‘Trust’
  • Establishing a ‘Will’
  • Establishing a ‘Health Care Directive’
  • Establishing a’ Durable Power of Attorney’