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Finding the Right Path

Our Dublin CPA firm has the experience and credentials to assist our clients in meeting their wealth strategies and family financial planning goals using the same Life Insurance strategies of banks and the super wealthy. We’ll guide you along the right financial path that suits your needs best with the confidence that your loved ones will be taken care of.

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Life Insurance

Real Estate Investors Utilize Infinite Banking Concept

Real Estate Investors Utilize Infinite Banking Concept

Whether using this strategy for down payments or entire property purchases, the infinite banking concept enhances the real estate investor’s overall returns.

The concept and reasons for using this concept are highlighted in our blog: Becoming the Bank to Beat the Bank | Palma Financial Services, Inc.

Infinite Banking Concept Additional Benefits

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Our Take On 60 Minutes Exposing a Systematic Fraudulent Practice by Leading Insurance Companies

When you take out a life insurance policy, you pay premiums in the expectation that when you die, your spouse and/or your children will receive the death benefit. But audits of the nation’s leading insurance companies have uncovered a systematic, industry-wide practice of not paying significant numbers of beneficiaries. In a little-known series of settlements, 25 of the nation’s biggest life insurance companies have agreed to pay more than $7.5 billion in back-death benefits. However, about 35 insurance companies have not settled and remain under investigation for not paying when the beneficiary is unaware there was a policy, something that is not at all uncommon.The beneficiary never comes forward because he or she doesn’t know the policy exists. But the companies know says Kevin McCarty, the insurance commissioner of Florida, who led the national task force investigating the industry. And the companies don’t pay, he says, unless a beneficiary makes a claim.
~ 60 Minutes

 

Insurance Companies: Caught Breaking the Basic Tenet of a Life Insurance Policy

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US News College Savings

Recent Interview with US News on College Saving Plans

I was recently interviewed by US News Education on what are the best types of College Savings Plans. It was a great experience to share my own plans that I put in place years ago for my daughter. Seeing the results of that plan in my own life has only made it easier to help benefit my clients.

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