They believe that proper planning cannot be done with an endless amount of simulations – called Monte Carlo Analysis.

Fusion Strategies sticks to what works, what is proven and what serves clients. Retirement is a liability like any other: it needs to be financed and funded. Adding proven, complimentary solutions that transfer risk, are tax-free, and create liquidity – regardless of the markets – dramatically changes a families retirement experience. 

This unique approach establishes a tax-free, private contract with guaranteed, tax-free, and risk-free growth that does not generate a taxable event when accessed. 

Life insurance stands out as the sole asset that facilitates uninterrupted compound interest accumulation. This strategy involves manufacturing wealth by borrowing from oneself to acquire various assets such as real estate, stocks, bonds, private businesses, royalties, franchises, and more. Borrowing from oneself enhances returns across all asset classes, creating dual compounding as the insurance policy grows at the same rate regardless of borrowed funds. This allows savvy investors to simultaneously compound wealth while still spending whether it is in retirement of to fund new opportunities.

Since private banking is not an expense, proper policy design ensures significant and guaranteed compounding over time and enhances cash flows. Dividend-paying life insurance policies are strategically crafted to "manufacture liquidity," leveraging uninterrupted cash compounding for substantial future liquidity and returns, suitable for retirement or continued investment.

This innovative approach also facilitates Legacy planning, as investment proceeds funnel back into the "private bank," creating a pool of tax-free money for future generations, ensuring a growing legacy.

Create a tailor-made "Banking Style" life insurance contract: This insurance coverage is acquired by a family to safeguard their future earning potential, existing assets, and to generate tax-free wealth