Wealth-Building Made Simple

Advanced planning sessions: Business uses for life insurance

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Topics:

  • How real estate investors use life insurance to enhance their real estate returns
  • Life insurance as a line of credit for business owners
  • Using life insurance to avoid having your kids fight over money when you die
  • Creating a tax free income stream like wealthy families
  • Key employee life insurance

    • Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)

     

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    Wealth-Building Made SimpleBy Phillip Washington Jr.
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