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WealthBuilder Receivables Program

couple2Traditionally, selling or factoring receivables is undertaken for cash flow purposes. WealthBuilderTM is a cash flow deferral strategy for those who already have excess cash flow and who are currently investing some of this excess cash flow in the market.

A UNIQUE METHOD TO SELL RECEIVABLES
WealthBuilderTM is a cash flow deferral strategy permitting taxes on the sale of qualifying receivables to be deferred for up to 30 years. This allows 100% of the pre-tax proceeds from the sale of the receivables to earn a market rate of return.

ADVANTAGES
Defer tax on the sale proceeds of the receivables for up to 30 years
Self-direct 100% of the pre-tax value in a Measuring Index to earn a market rate of return. Participate in the benefits of tax deferred compounded growth (similar to an IRA or 401(k), without the restrictions)
Receive a payment guarantee from a major financial institutions

CUSTOM TAILORED
The payment schedule can be customized to meet individual financial needs and objectives of the seller.

WEALTHBUILDERTM TRANSACTION
Traditionally, the owner of a receivable has two choices, both of which are result in current cash flow and are taxable:
1) Factor the receivables for cash or;
2) Collect the receivables

WealthBuilderTM provides a third choice: Factor the receivables for an Installment Obligation.

A WealthBuilderTM transaction is simply a Self-Directed, Institutionally Guaranteed Installment Sale. Rather than selling the receivables for cash, the owner will sell the receivables for an Installment Obligation. The flexible WealthBuilderTM Obligation has a self-directed, variable rate of return and is backed by a stand-by letter of credit or corporate guarantee issued by a major financial institution.

 Article Highlights  
  • A Unique Way To Sell Receivables
  • Self-direct 100% Of The Pre-tax Value
  • Defer Tax On The Sale Proceeds Of The Receivables For Up To 30 years
  • Simple And Secure Transaction

  •  Article Summary  
    Rather than selling the receivables for cash, the owner will sell the receivables for an Installment Note.