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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
Episodes
Thursday Jul 18, 2024
Thursday Jul 18, 2024
Today Clint Coons, Esq., speaks with Christian Allen and Rod Zabriskie from Money Insights about the strategic use of life insurance policies for real estate investments. Learn how to maximize your financial resources by putting money to work through optimized contributions and leveraging the tax-free advantages of life insurance. Explore the flexibility of funding ranges tailored to your goals and discover how quickly you can access funds. Understand the process of taking loans from your policy to invest and the impact of simple versus compounding interest.
Christian Allen is the founder and CEO of Money Insights. He launched Money Insights in 2014 after working in the financial services industry for over a decade. Christian’s mission is to help high-income earners accelerate their wealth building, optimize their investing, and find new and innovative ways to go from high income to high net worth! He is passionate about entrepreneurship and helping others. He enjoys playing pickleball, watching sports, and spending time with his wife and children.
Rod Zabriskie is the President of Money Insights working directly with clients and the team to create an enjoyable environment for all. He has worked in financial services since 2009, after a decade of working in small businesses for others. He holds an MBA, with an emphasis in entrepreneurship, as well as an undergraduate degree in Marketing Communications. Rod is married to Jodi, and they have 7 amazing children.
Highlights/Topics:
- Don’t just save money to invest, put it to work
- Utilizing the tax code, life insurance as a vehicle
- Optimizing contributions to your policy
- Flexibility - creating funding ranges for a policy
- How soon can someone access these funds?
- How to take out a loan from your insurance policy to invest
- Simple v Compounding interest in this scenario
- Examples of how this concept can work and ‘what if’s’
- Utilize up to 95% of your policy amount - think of it as a line of credit!
- Money Insights can easily help you structure these setups
- Tax-free benefits
- Phase two of the investment optimizer - creating tax-free income
- What happens if you actually DIE?
- Case study - wild client story
- Contact Money Insights to get started
Resources:
https://moneyinsightsgroup.com/aba
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