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Comprehensive Wealth Planning: Using Life Insurance for Retirement and Legacy Planning with Tom Wall - 470
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:44:18
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Sinopsis
Send us a textShownotes can be found at https://www.profitwithlaw.com/470.How can whole life insurance pave the way for generational wealth?Join Moshe Amsel and Tom Wall, a keynote speaker and expert in permanent life insurance-based strategies as they share their insights on how whole life insurance can be used as a tool for retirement, tax strategy, and wealth creation. Moshe and Tom delve into the advantages of whole life insurance beyond just coverage for loved ones, exploring its potential as a conservative asset with tax-free growth and as a liquidity tool for business owners and real estate investors.Listen now to learn how to leverage whole life insurance as a strategic asset in achieving generational wealth!Chapters:[00:00] Introduction to Tom Wall[05:35] When Business Owners Should Consider Whole Life Insurance[12:00] Can You Retire on Your Policy’s Cash Value?[14:32] Borrowing & Tax Benefits: Using Whole Life Insurance as a Business Asset[21:28] 401(k) vs. Whole Life[30:49] Managing Risk, Taxes