James Dolan, RE Broker and Team JD Concepts provides Real Estate, Annuity and Life Insurance Services to the Greater San Diego area and beyond.
Helping San Diegan's Move since 1991, www.SanDiegosRealEstateBroker.com, Jim.TeamJDConcepts@gmail.com & JP.TeamJDConcepts.com are now introducing and teaching the "Legacy Banking Strategy". Developed over decades as a modernization of the “Rockefeller Method”, this proven strategy is also similar to the "Infinite Banking Concept" coined by Nelson Nash.
Want more TAX DEDUCTIONS? How would up to $428k in deductions each year change your bottom line? What if those savings could fund a GUARANTEED TAX FREE RETIREMENT INCOME for the Rest of your Life? This is possible and so much more!
The key ingredient is learning to PAY YOURSELF FIRST. It is simple once you understand why this is so important. Through funding a properly structured qualified LIFE BANK & PENSION PLAN you immediately enhance your Net Worth, Credit and create LIVING BENEFITS. Benefits like: capturing compound interest on every dollar deployed, creating an accessible cash account with immediate access to the cash value no questions asked, opportunity to arbitrage into higher producing assets/investments (Be Your Own Banker), minimize or eliminate taxation, build a tax free retirement, get guaranteed returns and eliminate market risk. YES, all of this is possible and easily attainable with a proven strategy!
All Banks and major corporations like Walmart, Harley Davidson, McDonalds... use this same strategy daily to finance growth, secure/protect assets and leverage (arbitrage) for NON TAXABALE assets.
Learn how to save the interest paid on financed items for you and/or your business and pay them off in 1/3 the time. You can pay your 30 year mortgage off in 9 years or less! Fund a Tax Free retirement by using your current cash flow more efficiently. Turn Forever Taxed Assets into NEVER Taxed Assets. Get you off the 401k & IRA Tax Cliffs. With this proven strategy and system you will turn Debt into Wealth!
We are currently offering a Complimentary Wealth Building Road Map. Follow it and you will reach your destination. No one else can show you on paper a step by step process virtually guaranteed to meet your financial goals. Live out the retirement pictured in your mind. Create the "golden years" you expect while protecting your and your family's future. You will be amazed at the Generational Impact you will start for your children's, children and beyond when you pass on this strategy. (Just like the Rockefeller's have done.
Our Mission is to assist every one of our clients to reach their goals and change their lives into a bright future. Coupling the Legacy Banking strategy with Real Estate Investing is a perfect "Quadruple Dip" scenario for each dollar deployed. We will discuss how it works and show you the numbers when we meet.
Business owners we should be talking today. Instead of hoping to sell your business for a profit when you want to retire, then being taxed at a much higher future rate, you could be using the current business cash flow to fund your retirement. If planned correctly you can fund your retirement off your business now as it should be doing and potently sell for profit later. Don't settle for less. Don't let your decades of building a business not pay off with a great retirement. Too many people have little or nothing to show for life's work. Work smart and not so hard. Let's discuss how to Turn your Debt into Wealth at NO extra out of pocket cost!
Contact us today 619-517-0596,
Jim.TeamJDConcepts@gmail.com, JP.TeamJDConcepts@gmail.com www.SanDiegosLifeInsurance.com
Check out more Insurance info at our Legacy Banking Wealth Management web site. Leagacy-Banking.com
San Diego Native and Licensed Real Estate Broker, Jim Dolan and Team JD Concepts have been "Helping People Move”, hundreds of successful clients, since 1991. www.SanDiegosRealEstateBroker.com.
Jim & JP both hold degrees in Business. Jim attended classes at Thomas Jefferson School of Law & more recently has attained schooling to be a Debt and Wealth Specialist as a Licensed Life, Annuity and Health Agent.
Today we introduce the Legacy Banking Strategy for Individuals, Families & Businesses with the goal of creating Generational Wealth for our clients.
As an example, we show you a strategy using Income Producing Real Estate to fund DIVIDEND PAYING LIFE INSURANCE (& vice versa) that provides an accessible cash account which will fund anything you want while earning compound interest and protecting your family/business. Learn how to turn Forever Taxed Assets into NEVER Tax Assets!
Jim.TeamJDConcepts@gmail.com - JP.TeamJDConcepts@gmail.com www.SanDiegosLifeInsurance.com - 619-517-0596
