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We utilize a proven strategy that has been around for over 200 years to protect and grow your nest egg – so it is available for you, your children and your children’s children. Businesses come and go. Technology changes but the concept of using a Dividend Paying Whole Life Insurance Policy as a financial strategy for creating and protecting your hard earned cash has been around for a long, long time.
At O & O Financial Services, we design a financial plan for individuals and families that has infinite applications and benefits which can be passed on to future generations. What is the secret to financial longevity? We custom design and build a life insurance policy which can be used to create your own private family bank.
Please note: Not all life insurance policies are created equal.
It requires the EXPERTISE of a financial SPECIALIST who can correctly structure and engineer your policy so you can enjoy the benefits of infinite banking. When we create your family banking system, you can use your policy to: finance automobiles, take over your mortgage, eliminate debt and enjoy tax benefits.
O & O Financial Services also helps you turn your children and grandchildren into bankers as they learn how to utilize your family’s private bank. Imagine your heirs being able to pay for college, purchase cars or homes while remaining debt free because they have learned the compelling benefits of infinite banking.
