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.
January 18, 2018
Michael is very intentional with his process and we sincerely appreciated all the time he invested in us before we made any decisions. He helped us better understand what options we had and what was important to us. I feel much better about our future and glad to have Michael and his team as our Continue Reading
Knowing that if something went down and I was sued or somebody came after me that my money was protected. It was liquid. I could get to it when I needed it. It wasn't in some bank where somebody else was making money out of it, I was actually making money on my own money Continue Reading