Why More People Are Using Life Insurance to Become Their Own Bank
Overview
More and more people are using life insurance not just as protection — but as a powerful tool to build wealth, access cash, and fund their retirement tax-free.
In this free, 60-minute webinar, you'll discover how to use life insurance to:
✅ Grow your money safely and predictably
✅ Access cash without penalties or taxes
✅ Become your own source of financing — no banks needed
✅ Create a tax-free income stream in retirement
✅ Leave a legacy while still using the benefits during your lifetime
This session is ideal for professionals, parents, and pre-retirees who want more control over their money — without relying on Wall Street or traditional retirement plans.
Live Q&A included. No sales pitch. Just real financial education.
Lineup
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Highlights
- 1 hour
- Online
Location
Online event
Agenda Overview
6:00–6:05 pm — Welcome & Housekeeping • What you’ll learn tonight and how to ask questions • Quick poll: your top financial goal for the next 12 months 6:05–6:15 pm — The Core Concept • Why liquidity + control matter • How a properly structured life insurance policy can serve as your personal financing system 6:15–6:30 pm — How It Works (Plain-English Breakdown) • Policy design: base vs. paid-up additions (PUA) • Cash value, dividends, and loan mechanics • What “becoming your own bank” looks like in practice 6:30–6:40 pm — Real-World Case Study • Funding schedule, cash value growth, and access timeline • Example uses: business, real estate, education, emergency/opportunity fund 6:40–6:50 pm — Implementation Steps & Fit • Who this is (and isn’t) right for • Underwriting basics and common misconceptions • How to compare illustrations the smart way 6:50–6:58 pm — Live Q&A • Rapid-fire answers to attendee questions 6:58–7:00 pm — Next Steps & Resources • How to book a 15-minute strat
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