Brogan Wealth Strategies

Financing Investments


Dollars must flow from savings to investments, so use the family bank to:

a) achieve independence from traditional lending institutions
b) obtain multiple rates of return on the same dollar
c) access tax free growth and use of your capital


Maximize real estate profits by taking advantage of uninterrupted compounding and tax free access to your savings.


Let your capital grow even as you use it.


Maximize the cash value and minimize the death benefit. The IRS sets the maximum amount that can be put into a life insurance policy because of the tax benefits associated with overfunding.

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