TAX BENEFITS PERFORMANCE

Income for Life comes with some great tax benefits:
SAFETY
Investors typically put most of their money in the markets
(stocks, ETFs, mutual funds, etc.). If another financial crisis like
the one in 2008 happens, they could be down up to 50%,
seemingly overnight. The opposite is true for Income for Life:
• Insurance companies guarantee your cash balance won’t go
down in value (even if the markets tank 50%)
• The insurance companies guarantee your account will go up
in value every year (it’s a contractual guarantee)
• Dividends aren’t guaranteed, but the insurance companies
are so safe, they’ve paid dividends for more than 100 years in
a row anyway
• The insurance companies keep policyholders’ money
invested in the safest places. During the 2008 crisis, less than
1% of their assets were listed in default.
LEGACY PORTFOLIO
If I could only choose one place to invest my
money, it’d be blue-chip dividend-raising
stocks. Just like the ones we stuff our Legacy
Portfolio with. There’s no safer place to
guarantee yourself a fortune than letting your
money compound here. Their stock prices
might go up and down, but the dividends they
pay only go up… even during the roughest
times.
REAL ESTATE
Another one of my favorite places to invest during a crisis is
cash-flow-positive rental real estate. Bought the right way, rental real
estate provides high-yield cash returns. Again, regardless of whether
the property’s price fluctuates up or down.
SPECULATION
First, by speculating. For example, those betting against tech stocks in 2000,
bank stocks in 2008, or emerging markets in 2015 made millions.
Income for Life’s performance as a savings and investment vehicle
is hard to beat.
• Your money grows tax-deferred (like a 401(k)) “SWISS ARMY KNIFE” VERSATILITY
• Any dividends you receive are tax-free • Policyholders can earn up to 5% on their cash over the long term
Income for Life is one of the most versatile
• Using a little-known loophole, you can extract your cash • Dividend payments that increase over time. I’ve seen:
vehicles on the planet. It offers tons of benefits
tax-free (unlike a 401(k)) - a 60-year-old policy paying annual dividends 10 times
that give you liquidity, control, and flexibility.
• You don’t need to report or file anything on your tax return bigger than its annual premium payment
The policy-loan feature is Income
(which keeps it private). - a 41-year-old policy paying annual dividends 5 times
bigger than its annual premium payment for Life’s secret weapon. It allows you to:
• The insurance (death benefit component) grows each
• Use your policy like a banking or credit
passing year.
facility to finance big-ticket items
• Use it as a college savings vehicle for
your kids
• Have some life insurance coverage for
your family if tragedy strikes
• Have a safe place to store cash for
emergencies
• Tap into it as a source of retirement income
later in life
INCOME FOR LIFE • Use it as an estate-planning tool, so you can
leave something for your heirs
Allocate a portion of your capital to a dividend-paying • Shelter money from creditors or lawsuits
whole life insurance policy from a mutual insurance (in most states)
• Use it as a platform for all your investing.
company (our 702(j)/Income for Life plans).
You’ll get four key crisis protection benefits.
BONUS: DUAL COMPOUNDING
Income for Life’s most powerful strategy is called “dual compounding.”
Here’s how it works:
SEEK SAFETY
During an economic or financial crisis, most asset Step 1: Put money into an Income for Life policy.
Step 2: Borrow against your account value.
classes suffer. But there are two places I’m comfortable Step 3: Invest it.
putting my cash to work during a crisis. Step 4: Use investment profits to service your loan interest.
Step 5: Put your money into a vehicle, but double or dual compound it
in two places.
It’s one of the biggest breakthroughs we’ve made. In our Income for Life
Premium program, we’ve put together an extensive manifesto explaining
everything you need to do to capitalize on it.
CRISIS INVESTING
Every crisis gives investors the potential
to make a fortune in two ways.

My favorite speculation right now is betting against Silicon Valley tech stocks. TROPHY ASSETS

• Before the last tech bubble burst in 2000, there were 18 unicorns (private companies worth $1 billion or more) The second way to make a fortune is by buying quality (irreplaceable) assets at
• Today, there are over 100 unicorns. distressed fire-sale prices. Anyone who bought bank stocks, gold mines, and retail
stocks in 2009 made a fortune.
Many of these have started to crash. And I believe they will continue to do so. One great way to play this is to short
the First Trust Dow Jones Internet ETF (NYSE: FDN). Its top 10 holdings trade at a ridiculous 7.5 times sales. I’m confident we’ll see another opportunity like the 2008 financial crisis again soon. I
think natural resources will get hit the hardest. When they do, I’ll be buying the world’s
But the better way to play it is by buying put options on select stocks that are very overvalued. I hand-picked six of best gold, copper, and iron mines.... the best oil fields... the highest-quality blue chip
these for my Tom’s Confidential readers. We’ve already profited 97%, 221%, and 95% on three trades. I think the stocks... all for pennies on the dollar.
other three will get hit hard during the next downturn.
One of my favorites is Freeport-McMoRan. It has some of the best assets in oil, gas,
Best part: These gains come without a crisis in the overall markets. copper, and gold in the world. Put this on your watch list.

www.palmbeachgroup.com