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Life Insurance

Harnessing Cash Value for a Secure Retirement
Finance | Life Insurance | Net Wealth Finance

Harnessing Cash Value for a Secure Retirement

ByAnne Viqueira 17 January 20242 February 2024

Carlo: I’m going to buy a boat. Anne: Why in the world do you want to buy a boat? Carlo: The way we’ve set up our life insurance policies, we will retire with quite a bit of retirement income. SO, we should retire on a boat, live off our policies income, and sail the world!…

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Health Wealth Happiness
Finance | Life Insurance | Net Wealth Finance

What is Net Wealth Finance?

ByCarlo Viqueira 15 January 20242 February 2024

Net Wealth Finance is the term we came up with to describe funding cash value life insurance to build long term wealth. There are many other names for this. The most common name is the “Infinite Banking Concept.” There are many reasons why we prefer the term Net Wealth Finance, which we will save for…

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