Building Your Own Privatized Banking System: Educating Americans on the Purpose of Specially Designed Life Insurance Contracts (SDLIC) - Couverture souple

Moriarty, Mr. John E

Couverture souple

ISBN 10 : 154066726X ISBN 13 : 9781540667267

Editeur : CreateSpace Independent Publishing Platform, 2016

Synopsis

Through extensive research and a broad knowledge base on different financial institutions, we believe there are specific types of life insurance companies that offer specific types of life insurance contracts with certain beneficial features to a conservative saver. A properly trained financial professional can use these contracts to offer a conservative saver a tremendous alternative to traditional banking methods. Please understand that we are not actually creating a real bank for our clients or communicating that life insurance companies are the same as a bank. Rather we are attempting to design a financial vehicle that can mimic certain banking functions in one’s personal/business economy – like financing big ticket purchases and controlling where your cash flow is stored.

A propos du livre

À propos de l?auteur

John E. Moriarty has been an entrepreneur in the financial services industry since 1995. John is the founder and president of e3 ConsultantsGROUP, a holding company that is made up of four separate and distinct businesses: e3 Wealth, e3 Tax, e3 Marketing, and e3 Real Estate. John is an investment advisor representative in the State of Missouri and is a designated Chartered Financial Consultant (ChFC). He holds several securities industry exams including the Series 7, 22, 24, 63 and 65 registrations. In addition, John is an Office of Supervisory Jurisdiction (OSJ) Manager, and a licensed life insurance advisor in numerous states. e3 ConsultantsGROUP is a holding company that operates in three strategic areas of the financial services industry: e3 Wealth – We oversee $500+ million in assets and provide a family office model to individuals, families, and business owners at all levels of net worth. We have resources available to our clients in almost any area that deals with money: investments, insurance, tax, estate planning, banking, cash flow strategies, Social Security benefit planning, Medicare, and long term care as examples. e3 Tax – Our very own in-house tax department that serves individuals, families and business owners in the areas of income tax preparation, accounting, bookkeeping, auditing, consulting, and cash flow management. e3 Tax boasts a staff of 20 highly qualified professionals including six Certified Public Accountants (CPA) and three Enrolled Agents. We serve 2,000+ individual and corporate clients. e3 Marketing – This is our “Research & Development” arm where ideas on better ways to educate the public become a reality. e3 Real Estate – e3 combines its resources in the wealth and tax arenas to consult with real estate entrepreneurs in the following areas: cash flow strategies, income tax minimization, financing options, private lending opportunities, strategies regarding the purchase and sale of investment properties (residential and commercial). e3 Real Estate has access to an integrated resource network of financial professionals that assist entrepreneurs with entity creation, asset protection, and overall estate planning. As you can see, we are no ordinary financial firm. We aim to educate our clients about strategies that empower them to customize their actions and ultimately enlighten their future while taking control of their financial picture.

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2016
• Langue: anglais
• ISBN 10: 154066726X
• ISBN 13: 9781540667267
• Reliure: Broché
• Numéro d'édition: 2
• Nombre de pages: 82
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg