Traditional Financial Planning looks at your wealth in three stages: Accumulation, Protection, and Distribution. In this episode, Derek will uncover the right ways to plan out your wealth in 5 phases: Save It, Protect It, Grow It, Use It, and Leave It.

This episode highlights the need for discipline in your savings, growing your wealth without taking unnecessary risks, using your wealth to compound your wealth and glorify God throughout the process, and leaving a truly impactful legacy.

Derek demonstrates the power behind an intentional family honestly and earnestly practicing Legacy Banking strategies to build a cohesive family unit that's on mission together. By thinking across generations, Derek shows how impactful life insurance can be as a cornerstone to your financial legacy.

To learn more, be sure to head on over to our website or schedule time to meet with Derek for a free 30-min strategy session.