NEGATIVE ASPECTS

• It is not speculative
• It is not a bank, not checkbook or card
• Better results in the medium and long term
• Must know different types of instruments
• Requires monitoring of money performance, in/out strategies to avoid unpleasant surprises
• Partial restriction to cash withdraw could apply in some cases
• Advise with someone you trust and above all has ethics , honesty, integrity
• Better yields with advanced or single contributions

POSITIVE ASPECTS 

 

  • Away from risk of losing money, creditors or claims
  • This is an asset, an investment, could be used as collateral
  • Cash source available any time you need without penalty and tax free
  • Tailor-made solutions, according to your capacity desires or availability
  • Attractive rate of interest, money is safer than in banks
  • Become  your own bank  pay yourself and keep profit in your pocket
  • Best protection for estate taxes and buy sell agreement
  • Income protection in case of illness or disability

FINANCIAL CONSULTING

TESTIMONIALS: REAL CASES

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