

PLATINUM Endowment
Expert Retirement and Estate Income Planning
Creating Systems that make Success Guaranteed
Life Insurance Brokers Funding Generations Since 1960
For Immediate Attention Call
(630) 834-3794
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​THE FAMILY IPO
Create the Ultimate Family Endowment -Using accounts you already have
Double your money every year - turn one deposit into multiple tax free income streams for yourself, spouse, kids and grandkids
👉 Watch this 15-minute video to see:
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The Family IPO strategy—what it is and how it works
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How leverage multiplies your returns without extra risk
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How the rate of leverage impacts income and long-term asset value
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3 case studies that show real-world results and the multi-millions made without changing lifestyle
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Watch this 15 minute Webinar to see Exactly How
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Banks don't invest in stocks, they own Billions in BOLI (Bank Owned Life Insurance) instead.
Why?
Tier 1 Asset
Safety - No market losses or market volatility
Security - Insurance Company guarantees funds
Taxes - Can take advantage of multiple tax deductions, grows tax free and take income tax free
Liquidity - money available 24/7
Return - Better than market, average double digit for life
Income - Guaranteed predictable income separate from operations
Protection - from lawsuits, creditors and public knowing your wealth (Life Insurance is not required 5500 reporting)
Scalable - Can add new policy with each new hire
Predictable - Can rely on income to pay for employee salaries, benefits, bonuses and pensions. The expenses are still tax deductible but the income used to pay them is tax free.
Reimbursable - Money is paid back after 4 years or spread out over time.
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With our program you are creating a BOLI program for your Business in (COLI Corporate Owned Life Insurance) or for your Family in (FOLI Family Owned Life Insurance) but the results are multiplied.
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I say it's BOLI on steroids on steroids.
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Personal and Family wealth will explode over the next few years. Are you going to be ahead of the curve or will you be stuck watching others pass you?
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Safely create your new wealth division in either a COLI or FOLI and capture your millions
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Create multiple streams of predictable guaranteed income
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Keep control of creation and cash flow for generations
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Spots are almost gone before we go on a a wait list. If you don’t act now, you will fall behind. Click the link and let’s build your Family IPO before it’s too late.
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To Schedule an Appointment before spots fill up
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https://calendly.com/platendow/15-minute-call
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The FAMILY IPO contains ALL of the following:

Schedule an Appointment
before spots fill up
​ https://calendly.com/platendow/15-minute-call
OR
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If you would like us to set up
FREE
Confidential Consultation
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