Your House is an Accumulated Asset

Your house is a part of your accumulated assets.  It is a major lifestyle choice.  How you pay for it can dramatically influence the wealth you transfer away

Practical application: You have the opportunity to click the transferred money section on this screen and it will bring up the same Major Wealth Transfers screen found in the Circle Talk; which will allow you to point out that there are other areas where wealth may be being transferred unknowingly and unnecessarily. While you are discussing mortgages it may be beneficial for your prospect to see that you can help them in other areas as well.  This may be particularly applicable to seminar situations.

Your house is a place where you typically allocate a significant portion of your income and cash flow.  It also represents a major lifestyle decision.  How you go about paying for your house can transfer money from your "Circle of Wealth" unknowingly and unnecessarily.  Should you desire to pay your house off early, you would want to do so in a method that would transfer the least away possible in the process.  My focus will be to help you accomplish what you want with the least out of pocket cost.

No math presented on this screen.