Every Financial Plan has a Safe Money Piece. This is that Piece!
Helping high net worth individuals, families, business owners, and investors structure an asset protected warehouse for their wealth by creating your own private banking system that has been used by the rich and elite for more than a hundred years.
Who We Serve
Those that wish to take back control of the banking function in their life. People that are fed up with the control that the Central Banks, Big Banks, Big Government and Wall Street have over the people.
- Non Inflationary
- Tax-Free
- Recapture Finance charges
- Access to your own money before Retirement
- Multi-Generational Wealth and Legacy
- Asset Protection
These Individuals may need more than just basic term life insurance or retirement planning.
We can help you….
- Manage your business cashflow needs
- Protect Yourself, your family, and your business
- Save for emergency expenses, retirement, college, big expenses.
- Significantly reduce your tax burden
- Create a Wealth Management Strategy
Speak to the Estate Strategy Professionals
If you’re ready to work on an approach for your family, let’s sit down to talk.
We aren’t another financial product or solution, nor a get rich quick scheme.
We are a tool and resource empowering a better future for you and your family.
- Make down payments on real estate
- Save for your children or grandchildren’s education without a 529 plan
- Fund or invest in entrepreneurial ventures without relying on banks
- Offer employees incentives with more stability than a 401(k) match and access to their cash value if they need it
- Create an exit, succession, and liquidity strategy for your business
- Optimize your retirement income strategy with an income you cannot outlive
- Have multi-generational wealth
- Ensure long-term care expenses don’t disrupt your income and retirement strategy
- And much more. Start on your path with Lupu Insurance Services today.
Our Services
Specializing in helping individuals, families, and business owners to create a unique family banking system through high cash value, dividend paying whole life insurance, from the strongest mutual insurance companies.
Estate Planning
Build generational wealth through this strategy and leave a legacy to those you love most.
Insurance Planning
Create you own personal family banking system through high cash value, dividend paying whole life insurance and take control of the banking function in your life as you recapture interest you pay to others.
Finance Rental Properties
Use your own family banking system to fund your real estate transactions through policy loans, while your own cash value will continue to compound interest until you die. And you set your own loan repayment terms.
Tax Savings
Life Insurance death benefits are the only asset you can pass on to your loved ones, completely tax free. And, when properly structured, you can create tax free income withdrawals during retirement.
Wealth Management
Take advantage of charitable gifting strategies, not only when you die, but during your own lifetime so you can enjoy the gift of blessing others.
Retirement Planning
Have peace of mind for your guaranteed safe retirement money and generate tax free retirement income, long term care protection, and leave a death benefit to your loved ones.
Debt Payoff
Use the debt snowball method to payoff your debts at the sametime you are also saving for retirement and protecting your family with a death benefit. No more delaying your retirement planning until you reach a certain debt-free baby step.
