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Overview:
Sarry Ibrahim is the Founder of FIN Asset Protection, a financial planning firm with a speciality in the Infinite Banking Concept - also known as the Bank on Yourself Concept. Listen in as Sarry explains the benefits of this unique financial strategy.
Key points:
0:00 to 3:30 - Who are you and what do you do?
3:30 to 4:20 - What’s your why? What drives you as an entrepreneur?
4:20 to 9:15 - Explain the Bank on Yourself strategy.
9:15 to 12:50 - How is this method different than a 401K, IRA, Roth IRA, etc.
12:50 to 14:15 - What does this look like when you retire and want to take out the money?
14:15 to 16:15 - How do you as the advisor make money through this strategy?
16:15 to 19:10 - How do you evaluate the companies you work with and refer?
19:10 to 20:20 - Book recommendations (see below).
20:20 to end - Where can people connect with you?
Book and resource recommendations:
Become Your Own Banker by Nelson Nash
Napoleon Hill Books
Principles by Ray Dalio
Black Swan by Nassim Taleb
Connect with Sarry:
LinkedIn: www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you
Website: finassetprotection.com
Overview:
Sarry Ibrahim is the Founder of FIN Asset Protection, a financial planning firm with a speciality in the Infinite Banking Concept - also known as the Bank on Yourself Concept. Listen in as Sarry explains the benefits of this unique financial strategy.
Key points:
0:00 to 3:30 - Who are you and what do you do?
3:30 to 4:20 - What’s your why? What drives you as an entrepreneur?
4:20 to 9:15 - Explain the Bank on Yourself strategy.
9:15 to 12:50 - How is this method different than a 401K, IRA, Roth IRA, etc.
12:50 to 14:15 - What does this look like when you retire and want to take out the money?
14:15 to 16:15 - How do you as the advisor make money through this strategy?
16:15 to 19:10 - How do you evaluate the companies you work with and refer?
19:10 to 20:20 - Book recommendations (see below).
20:20 to end - Where can people connect with you?
Book and resource recommendations:
Become Your Own Banker by Nelson Nash
Napoleon Hill Books
Principles by Ray Dalio
Black Swan by Nassim Taleb
Connect with Sarry:
LinkedIn: www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you
Website: finassetprotection.com