Christian Allen is the Founder and CEO of the strategic planning firm Money Insights, and author of the book Money Insights for Physicians. In this episode, we dive into the world of whole life insurance as an alternative investment and who it’s best for. Christian talks about his “Investment Optimizer” system that uses dividend paying whole life insurance to give better returns for cashflow investors. We also run the numbers on how to move from high income to high net worth using this strategy!

Reference Links

Money Insights

https://moneyinsights.net/

High Net Worth Assessment Form

http://f3assessment.com.pages.services/docs/

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We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger.

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