Plaisier Ventures LLC

02/17/2022

Business Owners...

If you thought pension plans were dead, guess again.

Join us on Feb 24 to learn how to create a pension plan that will provide you, as the business owner, with a guaranteed income stream in retirement.

What's better is that you don't have to provide a pension to everyone in your company in order for you to have one.

At least 75%, and possibly 100% of the money you invest in the pension plan would be yours.

Oh...and you save a boat load on taxes today by setting one up.

Come join us next week as we host one of the leading experts in the nation to teach business owners how to make this work for them.

Register at the link below.

Don't accept the false reality that you can't have a retirement pension that's guaranteed. It's true that most privately held held companies don't offer pensions for their employees anymore. In fact, almost the only place we see them anymore is in the public service sector. Most business owners beli...

02/15/2022

***CALLING ALL BUSINESS OWNERS***

Who wants to pay LESS TAXES?

Silly question, right? Who doesn't want to?!

You have to check out our webinar next week to learn how to pay less in taxes now, and create a guaranteed income stream in retirement.

We've got Mark Ditondo, one of the leading experts in the nation, on the hook to present. He's helped hundreds of business owners save millions in taxes and prepare for retirement.

Follow the link to register:

Don't accept the false reality that you can't have a retirement pension that's guaranteed. It's true that most privately held held companies don't offer pensions for their employees anymore. In fact, almost the only place we see them anymore is in the public service sector. Most business owners beli...

01/24/2022

Great article here...you should check it out.

Life insurance can be a critical piece of your overall financial picture.

It can actually be pretty versatile as well.

7 Reasons Life Insurance Should Be in Your Estate Plan- written by Bob Carlson of Retirement Watch, America’s leading personal finance and investing website for Seniors

11/23/2021

Check out Episode 3 of Becoming Your Own Banker...

Hopefully you didn't miss the first two...

This is Part 3 in what will be an ongoing series about how to become your own banker.In this episode, we continue to explore with our imagination.We become g...

11/20/2021

Take this short quiz to find out.

11/15/2021

Becoming Your Own Banker - FREE Training Coming up on Thursday @ 2PM EST.

Register below:

During this presentation, we will discuss: 1. What a Private Family Bank is. 2. How Private Family Banks work for any number of desired goals. 3. How Private Family Banking can help create a lasting legacy. We can't wait to share this powerful tool with you!

11/12/2021

Becoming Your Own Banker - Part 2

This is Part 2 in what will be an ongoing series about how to become your own banker.In this episode, we start to use our imagination.How do we start thinkin...

11/11/2021

Happy Veterans Day to all of the U.S. Military active duty and veterans out there.

We love you and thank you for your service.

10/06/2021

Becoming Your Own Banker

Part 1 of our new series.

Like and Subscribe and Hit the Bell to make sure you don't miss any future episodes.

This is Part 1 in what will be an ongoing series about how to become your own banker.In this episode, we set the stage for our series.How does our world's wa...

09/27/2021

Below is an excerpt from an article (link to the article will be under the excerpt).

What makes the idea proposed in the article even better is that I can help you maximize your cash value relative to the amount of life insurance you have.

Additionally, you will have a pool of money that you can use to help fund other purchases along the way.

I am doing a free training on this topic on Thursday at 2pm.

You can register by following this link:

https://us02web.zoom.us/webinar/register/6216327627877/WN_FncDAOpRQpKT4EC0BP7R2g

Here is the excerpt:

Wade Pfau, a professor of retirement income at the American College of Financial Services, compared a 40-year-old who buys term insurance and makes a large 401(k) contribution with an identical worker who buys a $500,000 whole life policy and makes a smaller contribution to his 401(k). Because the worker with whole life is building cash value in his policy, he or she can safely allocate a higher percentage of the 401(k) to equities than the other worker, Pfau says.

The upshot: At age 65, the worker with the whole life policy has a 401(k) account that is equal in size to the other worker in a buoyant market and 17% smaller in a bad market. In either scenario, Pfau calculates, the worker with whole life comes out ahead because he has $210,000 in cash value that he can borrow against in retirement.

Article link:

https://www.barrons.com/articles/whole-life-insurance-can-bolster-your-retirement-portfolio-heres-how-to-use-it-51608382801

A growing number of researchers say whole life insurance, a form of permanent life insurance that builds cash value, can buttress investment portfolios and even boost retirement income if used correctly.

09/20/2021

We Should All Be In Two Businesses....

Nelson Nash, a man pivotal in the development of the concept of becoming your own banker once said:

Everyone should be in two businesses:

1. Whatever we do for a living...

and

2. The banking business

It's possible. Reach out to find out how.

I will also be doing some FREE trainings on this idea. Keep your eyes peeled!

09/16/2021

Money Myth #3 --> You Can't Beat Uncle Sam

Similar to gambling where the house always wins, it's commonly thought that the government always wins.

To be sure, the government always tries to find ways to get theirs.

Well, there's a trick that almost anyone can use to beat the government at their own game...

I mean, who wants to pay more taxes than they need to?