Ep 352 - Why Advisors Hide This From You! Wise Money Tools podcast

Dan Thompson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dan Thompson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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Ep 352 - Why Advisors Hide This From You!

22d ago 12:59

MP3•에피소드 홈

I recently attended a financial advisor conference — impressive businesses, billions in annuities and AUM… but almost no mention of life insurance.

And that’s the problem. Most advisors ignore one of the most powerful wealth-building tools available: leveraged life insurance.

When structured correctly, it can: ✅ Generate tax-free retirement income ✅ Serve as a funding vehicle for real estate & other investments ✅ Reduce your lifetime taxes (income + estate) ✅ Create a lasting family legacy

Meanwhile, most clients are stuck with taxable investments, “tax-deferred” retirement plans, and strategies that enrich Wall Street — not them.

This isn’t a gimmick. It’s a strategy built on 100+ year-old companies with proven stability. Done right, it can transform a “good” financial plan into a great one.

📩 Reach out if you want to learn how to leverage this strategy for your wealth.

#FinancialSecrets #WealthBuilding #TaxFreeIncome #MoneyTips #RetirementPlanning #LeveragedLife #FinancialIndependence #SmartMoney #LegacyPlanning #WiseMoneyTools

349 에피소드

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