When the opportunity came up to buy a second dental practice I was able to use the cash value of my life ins. to meet the lender’s requirement of having 10% of the total loan amount requested in liquid funds. If my money was tied up in 401k’s they would not have given me a loan.
First I want to say thank you. For the first time in my life I feel like I am going in the direction that I should be headed. For the first time, I have a plan that creates value, puts my mind at ease, and most of all protects my family and its future. I Continue Reading
Thanks to a great team, we feel like we are on the right track to financial security and success!