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  • The Perpetual Wealth Code

    The Perpetual Wealth Code™ is a financial strategy based on time-tested principals and wisdom that you can apply to become a wise money manager and create more wealth.

    The 10-20-70 Rule is part of the Perpetual Wealth Code Strategy

    Participating Whole Life insurance is part of the Perpetual Wealth Code Strategy.

    Learn about The Perpetual Wealth Code »

  • Participating Whole Life Insurance

    Whole life insurance policies are important components of a well balanced financial portfolio. They are designed for protection during the entire life of the insured.

    Participating whole life insurance builds up cash value inside the policy kind of like equity in your home.  This cash value grows tax-deferred inside whole life policies, and you may borrow against it without being taxed.

    Learn about Whole Life Insurance »

  • Financial Terminology

    As you take an active role in your financial future and read, listen and learn about different strategies, you are going to come across many different terms, abbreviations, and words.

    We've taken some time and put a  list of financial terminology and explanations together for you.

    Hopefully, this is helpful to you as you study and learn.

    Definition of Terms»

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