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Banking page. Round 8 (Collin, 11/9): the Investment Optimizer replay is off; webinar recordings go to Investor Club members.
Banking · with Money Insights Group

What is your money doing between deals?

Capital waiting for the next investment usually sits in a savings account earning very little. The Investment Optimizer puts it to work in two places at once.

The Investment Optimizer

Your capital in two places at once.

The Investment Optimizer is a specially designed whole life insurance strategy. Capital placed inside the policy keeps growing while you borrow against it to fund investments, so the same dollars work in two places.

Investors use it for a between-deals reserve, an emergency fund, education savings, business funding, and retirement planning.

  • Capital keeps compounding inside the policy while deployed elsewhere
  • Liquidity without selling an investment early
  • Designed and serviced by Money Insights Group, an independent firm
Schedule a call to learn more
Money Insights Group works with high-income earners on strategies traditional advisors overlook. Team: Blake Brogan, Rod Zabritzkie. Insurance products are offered by Money Insights Group. Next-Level Income does not provide tax, legal, or insurance advice.
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Round 3. Every Join the Investor Club button on the site now goes straight to the live HubSpot form Collin sent (the one behind the button on the current site). In production the same form gets embedded on a page of the new site so visitors never leave. The footer carries Alina's full disclaimer verbatim, and the Disclaimer link opens a standalone page you can reference from SMS.
Next step

Two ways to start.

Join the Investor Club to see current offerings as they open. Or book a call with Collin and talk through where you are and what you want your money doing.