“It has now been 6 years since I first met with you and decided to be my own banker. Because I don’t have a strong background in finances, I must admit I was nervous about being able to use the policy and make it as effective as you claimed it could be. The ease of use, liquidity, and growth you spoke of seemed impossible, but I talked with many of your references who trusted you and had experience with banking, so I jumped in with both feet, so to speak. After several years, my only complaint is exactly what you said it would be: I wish I would have done a larger policy. I have now financed new furniture, a vacation for my family, a new deck, and a down payment for an income property through my own banking system. While I was using the money for those things, my account continued to grow as if the money was still there. I have paid myself back and guess what? I am planning on using the money there now to start banks for each of my children. My oldest son will start college in two years and will be able to borrow money to cover tuition and pay it back when he works in the summer. When he is done, I plan to gift the money back to him as a graduation present to use as a down payment on a home (don’t tell him – it’s a surprise!) I will be in touch soon!
A few years ago I would never have guessed I could be in this position. Thanks you so much for teaching me along the way how to do all this. You have been so easy to work with and the learning the process has been easier than I expected because of your continued help. I am so glad I decided to go with you as my consultant.
My mother is also happy with the policy she started for retirement. We so appreciate your determination to set up a system that was good for her, even though I know it wasn’t as profitable for you.
Look forward to meeting with you again soon.”
T. Well – California