Learn how to use an interest only mortgage to reposition your home equity into a safe investment to dramatically improve your retirement years while reducing your monthly cash outlay.

Another View on Home Equity Management...

The Why? Perhaps this is the proper place to attempt to change the way you look at financial security and saving forever.

If you answered "No" to the majority of the above questions, believe me your not alone, 96% of America is in the same sinking boat.

Next, will lay out in simple English how to have all of the above safety nets in place to secure you and your family financially right now, and reap the benefits in the future.

Remember this:

The following strategies are the difference between financial hardship, which 96% of America is headed in that direction, and financial security, starting now and the rest of your life.

You have also insured that you are fully utilizing the only real tax deduction that the IRS allows non-business owners, that is, a mortgage.  In the above example the Certified Mortgage Planner has helped you out tremendously. But that was just the beginning!  Remember he took out your equity in the house also. Let’s say that after paying off the credit cards and car loans you have $30,000 in your pocket.  Now lets review the questions from page one, but this time I am going to answer them for you:

Learn how to use an interest only mortgage to reposition your home equity into a safe investment to dramatically improve your retirement years while reducing your monthly cash outlay.

 It should be sky high! Now you are in a position to plan for your child's education. Now you are in a position to know that the mortgage is going to get paid if you can not work for some unknown reason.  Now you are in a strong position to take on life's bumps.  More importantly, NOW you are in the position of power, not the bank, not your health, not your job, not life's unexpected surprises.

3) Locate an Investment Grade Insurance Specialist. read more... This specialist needs to have read and understand the concepts and principles contained in "Missed Fortune".

Now you have available a significant portion of your Home Equity, $30,000, that can be "EMPLOYED" in a conservative vehicle that will give you Safety, Liquidity, a Steady Rate of Return, and Maximized Tax Deductions.   

The power of this strategy to enhance your wealth is astounding!

Let me give you my definitions of Liquidity, Safety, Steady Rate of Return, and Maximized Tax Deductions:

Now I am going to attempt to give you examples that illustrates why an Investment Grade Insurance product is the superior vehicle to accumulating wealth and still maintain: Safety, Liquidity, Rate of Return, and Maximized Tax Deductions.

Hang on to your seat!

Look hard:

Which Series did you choose?

Series One has a taxable 10 year gain from $100,000 to $215,571. Series two has a NON-TAXABLE 10 year gain from $100,000 to $215,892!

Series two NON-TAXABLE gain is totally tax free during the Accumulation Years, the Contribution Phase, the Withdrawal Phase (for life's bumps!) AND the Transfer Phase (when you want to pass your wealth on).

Let me ask you the same question in a different way: Which of the two scenarios would give you more peace of mind, a consistent stable return of 8% or a series of returns that include some great gain years, along with some unfavorable, uncertain loss years?

Learn how to use an interest only mortgage to reposition your home equity into a safe investment to dramatically improve your retirement years while reducing your monthly cash outlay.

THE BIG POINT!

Here it is: If you could achieve a similar average return over the same time period, knowing you can withdraw the money tax free on the back end without much regard for market timing, wouldn’t that make a significant difference?

Ask yourself this question: How does achieving an average 7 to 9 percent, tax-free return over a ten of twenty year period compare with earning a 10 to 12 percent return and having to pay tax on the gain?  Frankly, I would prefer to have the more stable, less volatile investment and have it grow tax free in addition to being tax free on the back end– during my retirement years. With that kind of investment, I will probably achieve my goals with a higher net spendable income and greater accumulation value than other investments that are taxed on the back end.

For this reason, wise investors are turning more to investments that offer tax-favored, long-term savings and capital accumulation.

Please review the PowerPoint Presentation