In this lesson...

In the video above, Dale and Garrett dive deeper into the Cash Flow Banking strategy and reveal the 5 biggest mistakes people make when trying to set up their own Cash Flow Bank.
As you’ve discovered by now, Cash Flow Banking is a strategy to overfund a whole life insurance policy and use the cash value of the policy as your own personal "Bank."

When you set up a whole life insurance policy correctly, it gives you an incredible amount of protection and guaranteed growth while providing cash flow liquidity.

As Dale mentions in the video, when he review existing insurance policies for clients, he only sees about 1 out of 100 policies set up properly for use as a Cash Flow Banking policy.

Instead, these people pay too much commission, pay too many fees, limit their cash value available for borrowing, and put their retirement in jeopardy.

Watch the video above and you can easily side-step these critical mistakes that cost you money.

The fact is, permanent life insurance can be a total waste of money if you set it up improperly. Done right, it's the safest way to "buy your net worth" in advance and live wealthy along the way.

No wonder it's the preferred saving vehicle of banks, corporations and the wealthy!

Please don’t try to set up a life insurance policy on your own to use as a Cash Flow Bank before watching this video.

Instead, take advantage of our lessons learned.

And if you already have a life insurance policy set up as a personal bank?

Click the big green button below to talk to one of our Cash Flow Specialists. They can review your policy to make sure it's set up to YOUR advantage, not the insurance agent's advantage.

And as usual, if you hear anything on the video that doesn't make sense, please jot it down and type it into the "ask your question" form below.

Enjoy!