Learn How You Can Create
Championship Wealth
Winning Championships involves hard work, persistence, teamwork, expert coaching and a superior game plan. Championship level wealth involves more than just money and a financial plan.
What If You Could Make Your Money Work as Hard as You... Without Any Additional Risk?
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What If You Could Make Your Money Work as Hard as You...Without Any Additional Risk?
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What are the 3 Fundamentals of Championship Wealth?
Championship Wealth is more than material assets, it includes
1
Foundational
What are the most important assets that you value, cherish, and possess on this earth? Are you still thinking about money or finances?.
2
Intellectual
There is another category of assets that includes the knowledge we gain in school, our studies and our experiences which later becomes wisdom. Would you call yourself wise?
3
Financial
When you hear the term "assets" what is the first thing that comes to mind? Most people think about their house, cash, stocks, bonds, and other real estate. But we contend... real wealth is about more than money
Championship Wealth Can Help Protect You from the Biggest Dangers to Your Money
They include
Increasing Taxes
Do you think that taxes in the future will be -Lower? The Same? Higher? ... most people believe that they will be Higher. Do you have the best plan to minimize your taxes?
Inflation
Sometimes referred to as a "hidden tax", inflation always impacts our spending power. At times the rate of inflation rises rapidly and we notice it. At other times, it moves at a slower, steady pace, but either way the impact on our finances is significant
Market Volatility
Having most or all of your money in the stock market can be very emotional. Do market losses keep you up at night? What if the market's timing doesn't fit your timing for accessing your money?
Risk vs Return
How do you decide to grow your money with the right balance between risk and return?
CLICK HERE to
Read How to Protect Yourself from These Dangers
MEET TWO-time NBA WorLD Champion
Greg Kite
I'm here to help you and you family win championships with balance between your life and your money.
Experienced financial strategist and advisor
Certified IUL Professional
Values and life balance focused
Championship Coaching
Greg Kite & Douglas Andrew
I learned from Hall of Fame coaches during my basketball career. After my playing days, I've been privileged to learn from and collaborate with Doug Andrew. He is a leading IUL expert , financial strategist and best selling author. Now, together can coach you and your family to create your own Championship Wealth with balance among between your Foundational, Intellectual and Financial assets.
THE TOP 7 REASONS WHY EVERYONE ISN'T DOING THIS
#1 - Lack of Education
Many people and even advisors (including insurance agents) simply won’t take the time to get educated on this approach. Probably half the people who’ve received this letter haven’t made it to this page, so if you’re this far, congratulations.
An unwillingness to dig deep and get educated is at the root of financial misery. Most people spend more time planning a summer vacation than they do their entire financial future.
Thus, we only work with people who will be responsible for their own future and will invest time in educating themselves.
A disturbing trend I also see is that many Americans never look past their employer’s retirement plan. In many scenarios, they’ve only been presented with four different pie charts that represent different methods of allocation, and have been asked to choose one of them.
There is no substitute for learning about max-funded, tax-advantaged insurance contracts, A.K.A. A LASER Fund.
To circumvent the learning curve, some people talk to a brother-in-law, friend, or financial advisor whom they trust—one who is likely uneducated about this specific and complex insurance strategy. This is like asking a dermatologist to perform your heart surgery. It’s imperative that you go to the experts.
FINANCIAL ADVISOR TEST
To determine if your financial advisor is equipped to help you understand and implement these strategies, ask the following questions.
1. Can you explain the tax citations DEFRA, TEFRA, and TAMRA from memory—off the cuff?
If these tax citations aren’t common language for your advisor, look for an expert. The IUL Specialists I train know these rules backwards and forwards.
2. How many max-funded, tax-advantaged contracts have you put in force for clients (or do you personally own)?
If this number isn’t substantial, it’s not worth the risk trusting their opinion to these matters.
3. Do you know how to access money or borrow out of an insurance contract via tax-free loans?
If not, don’t ask for his or her advice. We have independent tax professionals we can refer you to who can give you their
educated opinions
on these matters—who have completed advanced Continuing Professional Education (usually taught by me).
I regularly train the top IUL Specialists in the country.
They are the best in the United States who know how to structure max-funded, tax-advantaged insurance contracts in the most optimal way
. They constantly research the newest and best products in the insurance industry, and very few meet our level of scrutiny for max-funding. **
They only work with clients who take the responsibility to get educated … period.
#2 - These Policies Take Experts to Implement
Just like a general practitioner physician doesn’t do brain surgery, most insurance agents don’t do enough max-funded policies to make them an expert. Max-funded tax-advantaged insurance contracts have a lot of moving parts, and to master the art and science of structuring these policies correctly, in-depth study and education is needed, just like a physician with a specialty.
The groups that I train
are the experts in max-funded, tax-advantaged insurance contracts,
you can be confident the absolute best minds in the business are working on your retirement. Should it be any other way
#3 - Insurance is an
Un- fun Word
Let’s face it, nobody wants to think about insurance, let alone buy it. On your list of things to do today, I’m pretty sure you didn’t wake up and say, “Honey, I’m getting this urge to learn about insurance.” It was probably more like, “What are the top three things I DON’T WANT to do today?” and learning about insurance was right at the top of that list. And here I am telling you how incredible insurance can
#4 - These Insurance Policies Are Mislabeled as Expensive
Traditional financial planners often make the naive claim that this type of insurance is expensive, and yet they know little about how we structure them to outperform stocks, bonds, municipal bonds, mutual funds—especially when taking into consideration the tax ramifications of various investment alternatives.
These types of insurance policies can have unnecessary costs if they are not structured properly and are not funded according to design.
These contracts
are not short-term
, but long-term cash accumulation vehicles—meaning five years or more, designed for superior cash accumulation.
When properly structured and funded properly over a period of time, costs can actually be very inexpensive,
especially the cost of insurance relative to the gross rate of return. By structured correctly, I mean as little insurance as possible is purchased to still fall within IRS guidelines.
Most traditional advisors make their money as a percentage of the total assets they manage. Insurance professionals with these types of policies receive no management fees from the insurance company. Comparatively, traditional financial advisors may make substantially much more money on assets under management than an insurance professional who has assisted a client in putting a policy in force.
#5 - People Generally Think Short-Term
By nature, human beings aren’t long-term thinkers. The “instant gratification world” in which we all live, in part due to the Internet and technology, puts the focus on results next week, not years from now. If you are looking for “get rich quick” strategies, insurance is not the place to look. It is a long-term strategy (five years or longer) for individuals who are financially disciplined. As I emphasize in all of my best-selling educational books, you shouldn’t buy investments based on which ones grow to the most; but rather you should choose the investments that generate the most net spendable income at the time in life you will need the money the most. I can show why a max-funded insurance contract will far outperform most traditional IRAs and 401(k)s invested in the market. A max-funded, tax-advantaged insurance contract earning 8 percent can outperform an IRA or 401(k)—even if an IRA or 401(k) earned as high as 12 – 16%—because of the tax-favored treatment
#6 - This Isn't for Everyone
I’m not here to convince you to invest in something you don’t want or need. In fact, it may surprise you to know that this strategy isn’t for everyone.
I teach IUL Specialists that clients should also use strategies outside of max-funded insurance
because they have different needs above and beyond what a LASER Fund or MFTA insurance contract can do. Some want predictable income or guaranteed cash flow for five or 10 years, or even a lifetime. Thus, other products may be better suited for their financial needs—those that can perform with a 6, 7 or 8% effective yield—although they are not tax-free like the max-funded, tax-advantaged insurance contract.
Some of our clients use strategies outside of max-funded insurance due to health or age restrictions. However, you may be surprised to learn how many still qualify and use (MFTA) insurance even though they have pre-existing health conditions.
#7 - You Must Have Assets
This strategy is perfect for those who have accumulated substantial nest eggs for retirement who are looking for safer and more secure financial options that provide liquidity and tax-advantaged, predictable rates of return. If you don’t have substantial cash accumulated, we don’t recommend that you own an MFTA insurance contract unless you can put aside at least $500 a month into a policy.
If you’re not at this level of discretionary savings, a max-funded, tax-advantaged insurance contract isn’t for you yet.
I’d invite you to take one of the two actions below: 1) Request to meet with a top qualified IUL Specialist and see if a LASER Fund would be right for your specific situation. An IUL Specialist will encourage your education in regards to these strategies and will meet with you on several occasions before any financial decisions are made. This will allow you to weigh your options with the help of their expertise—and without sales hype or pressure. The clients these IUL professionals work with are long-term, therefore they and I want it to be a good fit for you and them.
Call us at 407-742-6900, or go to www.championshipwealth.com/getstarted
to start the process. 2) Learn more by attending a live seminar or webinar. You can register for a free event at
www.championwealth.com/events or call to register at 407-743-6900.
*Life insurance policies are not investments and, accordingly, should not be purchased as an investment
EVENTS
Championship Wealth Virtual Workshop
During This Webinar You'll Learn How To Build and Protect Your Wealth by Design and Eliminate the Dangers of Taxes, Inflation, & Market Risk
Greg Kite
Certified IUL Professional
GET STARTED HERE:
Step #1 - Watch Free Training
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Step #2 - Get the LASER Fund Book
What If You Could Make Your Money Work as Hard as You, Without Additional Risk?
Get Your FREE* Copy of The LASER Fund Today...
This is NOT your average, run-of-the-mill financial book. It will not contain conventional advice about traditional retirement vehicles like 401(k)s and IRAs. Instead, you'll learn strategies to:
1. Reduce taxes legally (and permanently), increasing your Internal Rate of Return so you keep more of your gains
2. Lock in market gains year after year without taking any additional risk
3. Multiply income, so even a catastrophic loss of capital in the stock market never affects your current or future standard of living AND:
4. Create lasting income and freedom only the wealthy enjoy
Step #3 - Meet With Us
Championship Wealth