The Family Bank Strategy – Estate Planning Specialists, LLC

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What if you could create your own personal bank, without putting up the required reserves and the government regulations. What would it look like? What features would it have?

For me I would want:

• Tax-Free accumulation on my earnings.

• Tax-Free income when needed.

• It to be self-fulfilling, meaning that should I not be in the picture it would still produce immediate and perpetual Tax-Free cash for my family.

• It to be funded should I become disabled.

• It to earn interest without the worry of uncontrollable market risks. Steady, consistent, year after year “upside only” accumulation, somewhere between 5% and 8%. No home runs, just single after single, each and every year.

• It to make certain that any gains I earned would be locked away and not subject to market downturns.

• It to allow me to borrow money personally without interest, without a payment schedule (I would want repayment optional), and without effecting my credit score.

• It to allow me to use my loan for whatever I want, without qualification or time delays. With no one telling me NO. I would want no hassle loans to buy a car, a boat, a down payment on a home, real estate opportunities, business opportunities, education for my children and grandchildren, medical expenses, emergencies and retirement income.

• It to allow me to lend money to my family members at the preferred rates I designate.

• It to allow me to forgive loans to family members if I want.

• It to pass to my spouse, children, grandchildren or my favorite charity without taxation on the gains and without the expense of probate.

• It to be creditor proof, protected from frivolous law suits.

• It not to have required distributions. If a withdrawal is taken I want it to be my decision and not the government. I don’t want them to ever tell me when, how much or how often.

• It to be customer friendly bank, with NO debt collectors calling.

• It to be backed by the strongest financial companies in the world. Stable companies that are over 150 years old.

• It to be called the Phillips Family Bank.

• And most important I want it to be safe from scammers like Bernie Madoff and other Ponzi criminals.

Call us at 1-888-892-1102 if you have any questions.


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