Private Banking Strategies

Private Banking Strategies


Strategies for Managing a Financial Windfall – Part 2 (Ep. 70)

April 30, 2024

Wouldn’t it be great to keep your windfall income under your control, allowing it to grow tax-free, compounding year after year? Would you like to place your money in an asset-protected “vault” that not only keeps it safe but also lets you access it whenever you need and put it to work? If this sounds like what you’ve been looking for, then you’re in the right place.


In part two, Vance Lowe and Seth Hicks, Esq. share their expertise in creating Private Banking Strategies designed to keep your money in your control, ensuring it doesn’t leak out of your pockets. They discuss why setting up your own private bank before you receive a windfall is crucial. With a solid plan, you’re equipped to protect and manage your newfound wealth confidently.


Vance and Seth discuss:



  • Why a Properly Structured Private Banking Strategy Is Unmatched
  • How to Use Convertible Term Life Insurance
  • Maximizing Your Money’s Velocity
  • Creating More Value with Your Dollar
  • And Much More

To learn more about the concepts behind Private Banking Strategies®, download a copy of our E-book:


https://privatebankingstrategies.com/resources/free-e-book/  


Connect with Seth Hicks and Vance Lowe:


Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/


Vance’s Linked In: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/