

PLATINUM Endowment
Expert Tax Reduction, Retirement Income
and Legacy Income Planning
Systems that make Success Guaranteed For Generations
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 15 Minute Call
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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