Strategies And Products
Strategies And Products
There are many advantages and disadvantages of each strategy or product listed below. You deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family. What you may not be aware of is that you could unnecessarily be losing a significant amount of money and protection over your lifetime if the strategies and products listed below are not properly coordinated and integrated to enhance the advantages and minimize the disadvantages. Through a comprehensive LEAP® evaluation these financial strategies and products will be shown either to be appropriate or inappropriate in your own financial situation.
STRATEGIES | PRODUCTS |
| Taxable Compound Interest | Non-matched Retirement Accounts |
| Dividend & Capital Gain Reinvestment | 15-Year Mortgages |
| Prepaying a Mortgage | Credit Card Debt |
| Low Deductible on Insurance | 10, 20, or 30-Year Term Life Policies |
| Tax Deferral Strategies | Long-Term Investing |
| Gifts to Minors | Survivor ship Life Insurance |
| Buy Term and Invest the Difference | Low Yielding Savings Accounts |
Click here to see how one of the strategies listed above may be problematic for your wealth building process.
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