Vicki Beltz teaches her SAFE framework, detailing the proper structure of a traditional financial product. Vicki's method provides perspective on mainstream financial advice and expands beyond it. She shares how many dollars can be protected from losses. She focuses on teaching how to use leverage to provide for a family's lifelong capital needs.

What you will learn from this episode:

• What Vicki’s background was and how she got started 
• How she always knew her second phase career as an entrepreneur would be teaching the subject of personal finance
• How through her journey as an actuary, she discovered the right policy that would be able to help her, leading to a moment of great insight 
• What her financial course is about and what people will learn along the way 
• What she has found is one of the biggest things that people have to unlearn in order to pursue what really is a lifelong asset

Connect with Vicki Beltz:

LinkedIn: https://www.linkedin.com/in/vicki-beltz-1860a4a/
Website: https://www.mylifelongasset.com/

Connect with Gina Wells and Catherine Toone:

Email: [email protected]
LinkedIn Gina Wells: https://www.linkedin.com/in/ginacwells/
LinkedIn Catherine Toone: https://www.linkedin.com/in/catherine-toone-7a46937/
Website: www.successprinciplespodcast.com

Disclaimer:

Success Principles Podcast and Vickie Beltz are not affiliated.