Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.

 

[00:01 - 05:25] Understanding Life Insurance 

Using capital as collateral

Cash in a life insurance policy is liquid accessible 

We could borrow against the cash value and get money from the life insurance company

[05:26 - 16:23] Common Misconceptions about Life Insurance 

Your policy should align with your interest

There is going to be expense when your buying life insurance policy 

Life insurance has a slow and boring growth 

It falls on the person who sets the policy and also takes care of it for you

[16:24 - 19:45] Finding the Right Policy

Make sure you understand what you want your money to do

Using the policies for payments on many other things 

Look into the considerations and time before jumping in 

[19:46 - 23:26] Closing Segment

Quick break for our sponsors

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What is your favourite book?

The Lord of the Rings by J. R. R. Tolkien

Mark Willis’s indispensable tool  

Text Expander 

What are you looking forward to in 2023?

Going to Italy 

 

Connect with Mark Willis:

Email: https://kickstartwithmark.com/

 

 

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Tweetable Quotes:

“You just have to remember that you are buying a life insurance contract for the long run” - Mark Willis