Insurance for Living Wealth - podcast episode cover

Insurance for Living Wealth

Feb 28, 20201 hr 3 min
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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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