If you could design the perfect investment, what characteristics would it entail?
- Safe, maybe even guaranteed
- A Great Rate of Return is a must
- It would be great if you could use it as collateral and borrow against it.
- Being able to take money out when needed or put money into the account with a high degree of flexibility.
- And if it was Tax free that would be amazing, all of the growth, no matter when you access your money.
- You’d probably like it to be free from creditors, just in case.
- And offer a certain level of protection when something bad happens.
- The ability to create cash flow would be a significant feature.
- But not take up a lot of time to manage.
- Free from fees of course.
- And it would be nice if it was private.
If such an investment vehicle existed, when would you want to hear about it? If there was a way to get a great, flexible, tax free, safe, investment that offered you a great rate of return, protection, and a high degree of flexibility would there be any reason why you would not want to participate?
As a Wealth Plan Coach I show people how to use wealth insurance to achieve this and more within their Better Built Plan. Shouldn’t you have a Better Built Plan?
