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Become Your Own Banker
Business Owners Presentations
Every Wed. at 12-1pm
Southern Financial and Insurance Services
1715 S Bascom Ave, Ste 101, Campbell, CA 95008
NO COST TO ATTEND
Based upon the concepts and strategies outlined in the bestselling book ‘Becoming your own banker,’ by R. Nelson Nash.
“Most people know next to nothing about the process of banking and its importance to their lives and financial well-being.” – R. Nelson Nash
Contrary to what most people believe, there is only one pool of money in the world. Like water, it flows freely, changing hands often. What does a bank do? A bank is simply an intermediary for the transfer of money. Money does not accumulate in a bank. It is continuously used and re-used, turned for a profit. Banks gladly give their depositors a small rate of return for the use and control of their money because those banks know that they will make much more using that money than the depositors will earn from the bank. It’s important to remember that a bank does not loan ITS money. It loans their depositors’ money!
The Infinite Banking Concept System for Businesses
The importance of working capital amongst small and large businesses alike cannot be understated. From petty cash to payroll, money is constantly flowing through the business. When a business owner employs the benefits of the IBC, their dependence upon financial institutions for working capital instantly declines. Using your own personal banking system we will show you how to grow your business by 25-50% annually, as well as recapture the expenses flowing through the business. And there’s an added bonus – the IRS allows the interest to be deducted on legitimate business loans, which you finance from your own bank!
Here are just a few examples of business expenses that
Learn more about how the Infinite Banking Concept
can benefit your business at our next presentation
Southern Financial provides Insurance, Investments and Retirement Planning.
To Assist our Clients with Insurance, Investments, and Retirement Planning, To and Through Retirement! To Use our Independent Status to Provide Personalized Insurance, Investments, and Retirement Planning for each and every Client!
With so many of life’s milestones depending on your financial security, it is difficult to know which type of investment will work best for your individual needs. At Southern Financial we can help you work towards achieving your financial goals through individually personalized Insurance, Investment, and Retirement Planning. Our Goal is to offer some of the best possible assistance and trustworthy service to you and your objectives. We work with each client to design unique programs to fit individual needs, from basic financial planning to long-term investments and insurance. We recommend personalized account review and assessment every six months.
Learn how to become your own banker by taking control of your finances! Eliminate your reliance on traditional financial institutions.
Southern Financial & Insurance Services
Please give us a call at 408-412-7328 or visit our website for more information:
As a business owner, you deal with a lot of different issues that make your financial situation unique. A lot of what you save for retirement is money placed right back into your business. However, most retirement vehicles lock up your savings dollars, making that money inaccessible for future opportunities.
The Infinite Banking Concept creates the ideal situation for your money. It creates both a source of capital, allowing you to bypass outside lending sources, as well as providing the ideal environment for your money to grow competitively, with tax advantages and no risk.
The Banking System and Your Business
As a business owner you have multiple concerns. A few of those concerns are a need for capital, a way to minimize your taxes, and a way to move money from your business to yourself for your later years. By creating your own private banking system, those concerns are eliminated. Infinite banking allows you to recapture money that businesses typically pays to outside lending institutions, and redirects that money back to you. Additionally, as you loan money to your business from your private banking system, you create both a tax deduction for you and for your business. This strategy provides a way to move money from your business, to yourself, and take advantage of tax breaks simultaneously.
Real Estate Investors
When real estate investors utilize the infinite banking concept in conjunction with real estate purchases, they create a way to access capital more efficiently, allowing for advantages of additional tax breaks. Additionally, the policy dividends provide an added stream of growth that enhances the overall growth of their real estate purchases.
As banks and lending institutions have tightened down their lending guidelines, more and more real estate investors have found it hard to continue purchasing property. As you learn to create your own private banking system, you create a continually growing pool of money, allowing you to have access to more capital, and therefore the ability to acquire more real estate.
ATTENTION BUSINESS OWNERS!
Are you tired of paying interest and fees to banking institutions?
We teach you how to create your own banking system to stop the vicious cycle of sending your hard-earned money to these institutions, recapture the interest you would have paid, and put that money back in your pocket.
Are you having trouble getting access to capital?
Our proprietary, proven system enables you to fund operations and grow your business by 25-50% annually, guaranteed, tax-free!
Are you losing out on opportunities because your money is tied up?
We teach you how to leverage your money like the wealthiest 1% do, and recover the expenses flowing through your business. We’ll teach you how to recycle those dollars over and over again, so you won’t miss out on future opportunities.
Presenting… The Infinite Banking Concept System
The Infinite Banking Concept has been around for over twenty years. It’s a paradigm shift from what most people have been taught; it’s a personal monetary system that enables you to become your own banker. The concepts we teach are based on the book “Becoming Your Own Banker”by bestselling author R. Nelson Nash.
[Insert image of book]
You see, becoming your own banker means to take control of your financing. By doing so, you depend less upon financial institutions for working capital.
You can use the Infinite Banking Concept to start or grow your business, even when you can’t qualify for a business loan from a traditional bank. It may surprise you that famous business owners have used this concept, including Walt Disney and J.C. Penney.
The Infinite Banking Concept can be used to finance business vehicles, equipment, office buildings and more – and recapture the interest you’d otherwise pay to finance institutions.
Key characteristics & potential uses of the Infinite Banking Concept:
- Expand your business, predictably and reliably every year
- Add equipment or technology that puts you ahead of your competition
- Attract, hire & retain employees, so you can take your business to the next level while having more time to enjoy your life and your family
- Grow your retirement savings safely – with no government restrictions or penalties on when or how much income you can take from the plan
- Take an income stream in retirement with little or no taxes due, under current tax law
Other Benefits of the Infinite Banking Concept:
- Create a Rock-Solid Retirement Plan
- A Source of Emergency Cash
- Reducing Debt and Increasing Savings
- Saving for College
Please give us a call at 408-412-7328 or visit our website for more information: