Wade Borth - Sage Wealth Strategy

BYOB: Creating The Entity with Nicole Tate


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In this episode, Wade and Nicole discuss how people become frozen when they lack knowledge about something new. They are unsure how to move forward with this new idea - what are the next steps/process? This chapter is like the instruction manual. What is the tool I'm going to build and use? IBC is about a professionally managed portfolio done at an institutional level that is guaranteed to never go backward. Choose to be a part of that system.

Highlights

  • Creating an entity for your pool of capital
  • Importance of life insurance and taking control of your banking function
  • Characteristics of a whole life insurance
  • The benefits of a Properly Structured Life Insurance Policy
  • What is the Maximum Efficient Contract?
  • The benefits of having a contractual law
  • Why get whole life insurance over universal life insurance? Episode Resources
  • Connect with Wade Borth
  • https://www.sagewealthstrategy.com/
  • [email protected]
...more
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Wade Borth - Sage Wealth StrategyBy Wade Borth

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