How to Finance Small Business Acquisitions Using Whole Life Insurance

5 months ago
15

Discover the powerful strategy savvy entrepreneurs are using to fund small business acquisitions without traditional bank financing or tax penalties. In this essential guide, Barry Brooksby reveals how properly structured whole life insurance policies create accessible, tax-free capital when opportunity knocks.

Learn exactly how to:
☑️Use insurance cash value to meet SBA loan down payment requirements
☑️Access business acquisition funds without credit checks or lengthy approvals
☑️Build a growing pool of capital that remains available for multiple acquisitions
☑️Create flexible financing with repayment terms you control
☑️Protect your business interests with built-in succession planning

With millions of baby boomer business owners looking to exit ("silver tsunami"), those with ready capital will have unprecedented acquisition opportunities. See our featured case study showing how a 35-year-old entrepreneur builds $2.5 million in accessible capital while maintaining a $5.1 million death benefit.

Whether you're planning your first business purchase or building a portfolio of companies, this whole life insurance strategy provides the liquidity, flexibility, and tax advantages that traditional financing cannot match.

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DISCLAIMER: All content in this video is for educational purposes only and is not to be interpreted as personal financial advice. Always do your own due diligence.

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