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What Is Self-Banking? The Benefits and How to Get Started

The concept of self-banking has been around since the early days of banking. It’s a strategy allowing you to access your money faster and more flexibly than traditional banks offer. By taking charge of how you allocate and manage funds, being your banker can help increase financial security while providing numerous other benefits, such as savings on fees and interest, tax efficiency, and convenience. This blog post will cover why it could be beneficial for you to become your banker, outlining the specific advantages such a move presents, as well as providing practical guidance on getting started.

5 Ways Strategic Self-Banking with Life Insurance Can Benefit You

In our article discussing the pros and cons of self-banking, we explored the upsides and downsides of using life insurance as a bank. Here are five benefits of strategic self-banking with life insurance that we have identified.

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