Insurance for Living Wealth
Feb 28, 2020•1 hr 3 min
Episode description
We all know about using life insurance as a wealth building tool for beneficiaries of death benefit. Yet the masses are generally uneducated about how life insurance can be used to build and retain wealth for the insured - while living.
Consider the following:
- We are in an era of unstable markets where a volatile 401k becomes more of a gamble than an investment,
- Our nation has a growing trillion dollar deficit that threatens the old paradigm of save now, tax later at a lower rate, and
- Guaranteed company pension plans are virtually a thing of the past.
Have you adjusted your wealth building strategy for this reality?
Our guests, Okolo Schwinn-Clanton, Freedom Equity Group and Mark Purnell, CIMA financial wizards and insurance gurus share how insurance transcends traditional wealth building techniques. Join the show for a paradigm shift to release unwealthy habits. Find out more about Okolo Schwinn-Clanton and best selling author Mark Purnell, CIMA.
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