Even better, they have access to a board that holds some of the knowledge you would have bestowed on that generation, were you still alive.
You can set up a trust that allows your heirs to invest in education and expand their ability to earn a living and create value. This can mean paying for college, an entrepreneurial program, a mastermind program, etc.
The trust is essentially a bank replacement, utilizing a Family Office concept.
However, establishing a trust is not enough. Your trust must be funded with a properly structured, optimally funded whole life insurance policy that protects and replenishes the cash in the trust. This is the heart and the financial lifeblood of the Rockefeller Method.
Here are nine reasons why the ultra-wealthy use whole life insurance, as opposed to alternatives, to fund their Rockefeller plan:
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