Break free from the chains of big banks and Wall Street in Houston by becoming your own banker. With JLM Wealth Strategies and our innovative approach to wealth building, you will be able to utilize one of the best-kept secrets in the financial world to grow your money while simultaneously paying off your debts.
There simply is no other financial product quite like the 770 account, which we often refer to as the Infinite Banking model. Instead of endlessly feeding a traditional 401(k) or IRA, and then praying that it increases in value so that you can hit your financial targets, we work with our clients to explore a 770 account — which is a super-charged, dividend-paying whole life insurance policy.
Are you confused yet? What does life insurance have to do with building wealth? We’d love to sit down with you and talk to you about this innovative Houston family banking system. However, the very basic concept behind a 770 account is that, when fully funded, you will be able to:
- Borrow against the cash value of the policy via interest- and tax-free loans
- Pay off your debts, including your mortgage
- Enjoy coverage from the policy throughout your entire life
- Shield your money from taxes
- Use the money for business purposes
- Grow your money consistently, even when the market takes a downturn
These are all perks that come with becoming your own banker in Houston TX instead of leaning on traditional banking institutions.
Gain financial freedom in Houston by becoming your own banker
John Montoya and his team at JLM Wealth Strategies wants to provide you with the freedom you deserve. We have helped men and women of all walks of life use this creative approach to wealth building — and we can set you up on a Houston family banking system that fits your needs, goals and lifestyle.
Talk to John and his team right now and see how you can gain financial freedom in Houston by becoming your own banker!