My Money Is SafeMy Money Is Safe

How to Create Tax-free leverage, legacy and income

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My Money Is Safe with Greg Elie

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Caroli 
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In this episode of The My Money Is Safe Show, Greg Elie and Patti Jaynes focus on creating tax-free leverage, legacy, and income through specialized Properly Structured Life Insurance Plans (often called PSLIP or banking instruments). They highlight how grandparents or parents can contribute modest amounts (e.g., $6,000–$50,000/year for 5 years) while a bank or institution adds 3x to 10x leverage—depending on the beneficiary’s age—creating massive immediate death/living benefits and tax-free income streams later in life (e.g., $32k–$117k+ per year).

Examples include a 22-year-old grandchild turning $30k total contributions into over $1 million in tax-free income by age 81, and similar powerful results for adults in their 50s–60s. The hosts emphasize benefits for legacy planning, long-term care protection, and retirement income, contrasting it favorably with 529 plans or traditional 401(k)/Roth accounts. They stress the program’s availability for accredited investors or high-income households, warn of potential future tax or regulatory changes, and repeatedly invite listeners to call 1-800-297-5755 or visit mymoneyisafe.com for personalized strategies. The show blends financial education with personal stories, music, and light conversation.

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My Money Is Safe

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insur 
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