Are you a real estate investor that wants to learn how to keep more of what you earn? Seek simplified and easily understandable legal and tax strategies from a uniquely qualified guide to plan your income goals and accumulate wealth.  

Today, Clint Coons of Anderson Business Advisors talks to Greg Boots, a licensed attorney and insurance agent. Also, Greg is a Certified Financial Educator (CFEd®) and Retirement Income Certified Professional (RICP®).

Greg is an authority on business formation, estate planning, and retirement planning strategies. He works with clients nationwide on executive wealth accumulation, non-qualified plans, retirement income planning, and college funding. He has extensive experience working with professional practices on executive compensation and business continuation goals. Also, Greg is active in retirement income planning for federal employees.

Highlights/Topics:

Life and Death: Insurance is a valuable tool in spite of traditionally designed policies

Capital Accumulation: Create something that can be actively used for entire lifetime

Types of Life Insurance Policies:

Term: Inexpensive, but no value until death

Perm: Lifetime benefits with cash growth component

Index Universal Life (IUL) Policy: Links to upside growth of stock market performance

Zero Risk: Never lose underlying capital with protection from stock market corrections

Private Vault: Capital reserve actively utilized any time to get into other investments

Policy Money: Always access money tax free by taking out loan and dictating terms

Compounding Capital: Take money out and policy continues to grow

Premium Finance: Borrow policy money to accumulate wealth via super safe funding

Resources

The Private Vault by Greg Boots

https://www.amazon.com/Private-Vault-Gregory-J-Boots-ebook/dp/B00G71IKNA

Free Consultation and Strategy Session with Greg Boots

https://aba.link/gregconsult

26 U.S. Code Section 7702

https://www.govinfo.gov/app/details/USCODE-2011-title26/USCODE-2011-title26-subtitleF-chap79-sec7702

Dave Ramsey

https://www.daveramsey.com/

Suze Orman

https://www.suzeorman.com/

Clint Coons

https://andersonadvisors.com/clint-coons/

Anderson Advisors

https://andersonadvisors.com/

Anderson Advisors Tax and Asset Protection Event

https://andersonadvisors.com/asset-protection/

Anderson Advisors on YouTube

https://www.youtube.com/channel/UCX5nh607M8hSBLiMB9MgbIQ