| How Do I Use The Program? |
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You fund your investment policy either one time or over 3 to 5 years. |
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Once you have funded your policy, you use your policy as a personal bank. |
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When it is time to pay tuition you borrow the amount needed from your policy. |
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The program works best when you pay back the entire amount borrowed. |
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Normally we set a repayment plan over five years. |
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Your repayment amount includes principal and interest just like you would payback a bank, the only difference is you pay yourself. |
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When you pay back the program you grow your balances. You can then borrow the funds again for another child’s tuition or to cover expenses you would normally borrow from a bank. Car, vacation, etc. |
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As long as you pay back the borrowed amount to yourself the program will work as planned. |
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We use Whole Life insurance as the financial tool to make this program work. |
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We customize each program to meet the individual needs of each client. |
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We help you through the process. |
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For a no obligation review of your personal tuition needs, please email or call. |