Maximizing Investment Returns Through Leveraged Arbitrage Strategies
Discover how to leverage the power of arbitrage to maximize your investment returns with dollar-for-dollar leverage accounts. Explore the concepts of spending, loans, and historical arbitrage data to make the most of your financial investments as a professional. Dive into the world of life insurance loans, S&P 500 returns, and the potential gains from smart financial leveraging strategies. Uncover the secrets behind earning on money you've already spent and never losing your earning power.
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Presentation Transcript
The Dollar-for-Dollar Leverage Account Getting the most from your investment through the power of arbitrage For Financial Professional Use Only
If A Dollar Saved Is A Dollar Earned Then is it safe to say A Dollar Spent Is A Dollar Gone? For Financial Professional Use Only
WITHDRAWALS Annuity 401k IRA 403b Market Account Bank Nothing left working in the market! EVERY DOLLAR SPENT IS A DOLLAR GONE For Financial Professional Use Only
LOANS Life Insurance Loan Loan is from carrier s general account Death benefit is collateral Loan paid back using death benefit at time of death NEVER LOSE YOUR EARNING POWER! For Financial Professional Use Only
THE POWER OF ARBITRAGE (The Math) Policy: $200k Accumulation Value Loans: $100k 1st 100k earning 7% 2nd 100k earning 7% Encumbered by a 4% Loan Earning 7% - Paying 4% = 3% Gains On Money You ve Already Spent! LIFE INSURANCE ARBITRAGE IS THE SPREAD BETWEEN YOUR INDEX CREDITING RATE AND YOUR LOAN INTREST RATE For Financial Professional Use Only
SPECIFY CAP 12.00% Loan Rate 4.50% Historical Arbitrage Amount Historical Year 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Historical S&P 500 Returns (2001-2020) -14.99% -22.43% 23.12% 10.47% 5.63% 12.16% 2.43% -39.37% 23.81% 13.39% -2.18% 18.75% 25.35% 13.91% -0.94% 10.78% 17.24% -6.96% 29.91% 16.13% Historical S&P 500 Returns (2001-2020 - indexed w.Cap) 0.00% 0.00% 12.00% 10.47% 5.63% 12.00% 2.43% 0.00% 12.00% 12.00% 0.00% 12.00% 12.00% 12.00% 0.00% 10.78% 12.00% 0.00% 12.00% 12.00% -4.50% -4.50% 7.50% 5.97% 1.13% 7.50% -2.07% -4.50% 7.50% 7.50% -4.50% 7.50% 7.50% 7.50% -4.50% 6.28% 7.50% -4.50% 7.50% 7.50% Current Cap & Loan Rate Average Annual Arbitrage = 2.97%
SPECIFY CAP 8.00% Loan Rate 5.00% Historical Arbitrage Amount Historical Year 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Historical S&P 500 Returns (2001-2020) -14.99% -22.43% 23.12% 10.47% 5.63% 12.16% 2.43% -39.37% 23.81% 13.39% -2.18% 18.75% 25.35% 13.91% -0.94% 10.78% 17.24% -6.96% 29.91% 16.13% Historical S&P 500 Returns (2001-2020 - indexed w.Cap) 0.00% 0.00% 8.00% 8.00% 5.63% 8.00% 2.43% 0.00% 8.00% 8.00% 0.00% 8.00% 8.00% 8.00% 0.00% 8.00% 8.00% 0.00% 8.00% 8.00% -5.00% -5.00% 3.00% 3.00% 0.63% 3.00% -2.57% -5.00% 3.00% 3.00% -5.00% 3.00% 3.00% 3.00% -5.00% 3.00% 3.00% -5.00% 3.00% 3.00% 8% Cap & 5% Loan Rate Average Annual Arbitrage = 0.20%
A Dollar Spent Is No Longer A Dollar Gone! Through the power of arbitrage, every dollar you spend remains in your indexed account, receiving a full rate of return! Never lose leverage on your money! For Financial Professional Use Only
Application ROTH Conversion Alternative Loans to pay taxes on transfer (leverage on tax dollars) Premiums funded from qualified account For Financial Professional Use Only
Application Tax Fund Account Loans to pay income taxes in retirement (based on 100k annual earned income at a 24% tax rate) Premiums funded with after tax dollars For Financial Professional Use Only
Application Debt Repayment Loans to pay off outstanding debt prior to retirement (eliminating debt interest while leveraging payment dollars) Premiums funded with after tax dollars For Financial Professional Use Only
Other Applications.. Long Term Care Premiums College Funding Family Gifts Funding Additional Policies Endless Possibilities! Where do you want the most leverage? For Financial Professional Use Only
What Can You Do With A Tax-Free Bucket of Money? Anything you want to! And keep your interest earning power while you do it! For Financial Professional Use Only
