Wealth Secrets

E14 - Protect your ASSets with Sarry Ibrahim


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Sarry Ibrahim is an expert in using life insurance as an asset class and protecting all your assets. He is a financial advisor and helps high-net-worth individuals, real estate investors, business owners, and retirees grow and protect their wealth predictably and safely.

Sarry founded Financial Asset Protection after learning about the Infinite Banking Concept (also known as the Bank On Yourself Concept). He saw this as an opportunity to save retirement accounts, real estate properties, and businesses from market failures and other risks. He earned his MBA from Keller Graduate School of Management in Chicago, IL, and has consulted companies like Blue Cross Blue Shield, Allstate Insurance, Humana, and Cigna Healthspring.

[01:03] Introducing Sarry Ibrahim

[02:09] Sarry's Background and

[03:53] Life Insurance as a Financial Strategy

[08:39] Integrating Life Insurance into a Financial Plan

[11:19] Protection and the Accelerated Death Benefit Rider

[14:30] Tax-Free Death Benefits and Building Generational Wealth

[15:32] Life Insurance and Protecting Your Assets

[18:38] Financial Asset Protection

[29:10] The Drawbacks of Misappropriating Life Insurance Policies


Life insurance as a part of the plan

For the most part, long-term care insurance is a costly product, but clients over the age of 55 can and should get long-term care insurance. Life insurance allows you to use your death benefit for long-term care expenses. Clients can then use their death benefit to cover life insurance and leverage some of it for their long-term care needs through the accelerated death benefit rider.

The accelerated death benefit rider

If you develop a chronic or critical illness, you can draw from your life insurance policy's death benefit an amount greater than the value of your policy. This is a particularly attractive option when you consider that you are far more likely to develop an illness or disability than you are to pass away.


Links and Resources

Sarry’s LinkedIn

Financial Asset Protection Website

Sarry’s Podcast: Thinking Like a Bank

You can also get in touch with Sarry via email at [email protected].

Becoming Your Own Banker: Unlock the Infinite Banking Concept by R.Nelson Nash

Connect With Sean:

Facebook: https://www.facebook.com/profile.php?id=100060279543976

LinkedIn: https://www.linkedin.com/in/leveraged-life/

Instagram: https://www.instagram.com/sean_adams103/

Youtube: https://www.youtube.com/channel/UC0i91Q-fFy70LkaFxvfnGpg

For more videos and resources, visit leveraged-life.com. Do you have questions and feedback? Get in touch with Sean Adams through his email: [email protected].

All shared information from the Wealth Secrets Podcast should not be taken as legal or financial advice. Please consult with a professional before making any decisions.

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Wealth SecretsBy Sean Adams