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There’s a “secret” program at PBRG worth millions to you and your loved ones…
Day after day in these pages, it sits “in the background,” while we discuss our more familiar investment strategies.
These include the Legacy Portfolio, Palm Beach Current Income, and Jump Point Trader.
Think of a computer’s “operating system” (OS). People use programs like Internet Explorer to browse the Web, or Excel to access spreadsheets. But these only function thanks to the operating systems running beneath them.
A more robust operating system lets you do more with every other program on your computer.
That may be the best way to describe PBRG’s “secret” program: It’s an “operating system” for your investments. You set it up to run “in the background” of your regular investment activity. And it enhances all of your other financial functions.
For example, regular Daily readers know our Legacy Portfolio is the safest, surest route to significant stock market wealth. It’s powerful enough to turn $10,000 into $500,000 in under 30 years.
But, most folks don’t realize they could be using PBRG’s “operating system” to supercharge these already impressive Legacy returns. You’d invest in Legacy stocks just as you always would. And you’d end up with hundreds of thousands more over the course of the investment.
The “operating system” I’ve described goes by many names around here. They include: the “770 account,” the “Magic Contract,” and the “Swiss Retirement Account.”
But our favorite is “Income for Life” (“IFL”).
Longtime PBRG readers know IFL is a way to utilize whole life insurance policies as special savings and investment vehicles.
With these special accounts…
- The IRS won’t tax you on the dividends and growth from year to year (it grows tax-deferred).
- The money in your account will never go down in value… even if there’s a huge stock market crash.
- Your money will be safe from creditors or lawsuits in most states.
I know this “operating system” sounds too good to be true. But it’s real. The largest names on Wall Street and in corporate America funnel billions into these accounts. And Main Street has every right to use them, too.
Tom owns six IFL policies himself. PBRG’s editorial director, Tim Mittelstaedt, owns five.
In doing so, they’ve ensured their children will inherit millions…