Self Banking Concepts

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Learn to Use Banking Strategies

Compare Your Portfolio



How do your investments compare? Answer for yourself the following questions:

1. Death Benefit - Does your investment create an "Instant Estate" or "Death Benefit"?

2. Creditor Proof - Are your investments creditor proof? In most states, your BOSS policy protects you against creditors and lawsuits.

3. Estate Tax Free - Are your investments estate tax free?

4. Guarantees -
   
A. Will your plan increase by a guaranteed
        rate each year?
    B. Are your investments guaranteed not to
        lose the principal balance?
    C. BOSS premiums will never change.
    D. Will someone continue to contribute to
        your investment if you become disabled?
    E. Guaranteed Returns.

5. Tax-Deferred Growth - Is your money growing tax deferred?

6. Lack of Restrictions - What limits do you have on your investments? BOSS doesn't have the restrictions that 401(k)s, IRAs and corporate pension plans have.

7. Dividends - Do your current investments pay you tax free dividends?

8. Retirement Distributions - Can you access your retirement money on a tax-free basis?

9. Banking System - Does your investment allow you to mimic the basic functions of a banking system? BOSS can be your "bank" for car loans, mortgages, business loans, and vacations.

10. Control - Do you have control of your investments? With BOSS you can have liquidity, use and control.

 

 

Contact Information

If you would like more information regarding the BOSS Policy, please complete the form below. Currently, I can only work with Indiana & Michigan residents on BOSS. For the Money Merge Account Prorgram, I can work with anyone in the US & Canada

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Contact: Steve Bencsics

Email: steve [at] cancellationeffect [dot] com

Phone: 866-824-0524