McGuire Wealth Management

2024-09 Tax-Exempt permanent life insurance is the ultimate savings and financing vehicle

Glen P. Zacher, CFP

Join Glen Zacher, CFP on his radio show "Talk to the Experts"

Reserve your spot in one of our upcoming webinars:  CLICK HERE

Think of a Tax - Exempt insurance contract as a financial savings vehicle all by itself that pays annual dividends that grows and compounds your money without the risk of losing it. And while your money is growing it can be used as collateral to lend money to yourself. This is how you multi task your money.

Your primary objective is two-fold: build assets while not losing any of their value. Having Control, is the  most important word relating to your finances…don’t give it up! 

One of the major reasons banks make so much money every quarter is the amount of interest you pay them on your loans, LOC, Mortgages etc, it’s the interest volume.

📚 RESOURCES - YouTube "It's Your Money"   weekly segments
Great Reads and Audio - https://mcguirefinancial.ca/shop/
The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)
Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)
The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash
Lots of great books to review. 

📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 

💸 Looking for a Certified Financial Advisor? Learn about "The Bankers' Secret" based on Becoming Your Own Banker - The Infinite Banking Concept:   CLICK HERE

CONTACT US-  admin@mcguirefinancial.ca and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 British Columbia Ph: 778.738.8321 Ontario Ph: 647.417.0601 Toll Free: 1.877.364.8204