Welcome to the Next Level Income Show! In this episode, I’m joined by Rod Zabriskie and Blake Brogan from Money Insights to talk about one of the most powerful financial strategies—Perpetual Family Banking. Learn how you can make your money work in two places at once, optimize your investments, and build generational wealth like the ultra-wealthy. 🚀 Don’t miss this eye-opening conversation!

🔥 What You’ll Learn in This Episode:

✅ **Investment Optimizer Strategy** – Using high cash-value life insurance to store and grow cash before investing.

✅ **How Perpetual Family Banking Works** – A method for transferring wealth across generations while keeping money working.

✅ **Tax-Free Wealth Growth & Access** – The strategy allows for tax-free compounding and tax-free withdrawals.

✅ **Using Insurance for Cash Flow & Investments** – How investors leverage policies to fund real estate and other investments.

Meet our guests:

Blake is a Wealth Strategist whose role primarily involves interacting with current and prospective clients of Money Insights. He has been in the financial services industry for eight years, primarily working with maximum overfunded life insurance strategies. Blake graduated from Grove City College with a bachelors in Entrepreneurship. He resides in Michigan with his wife and three children and in his free time enjoys playing golf and Michigan State athletics.

Rod is the President of Money Insights working directly with clients and the team to create an enjoyable environment for all. He has worked in financial services since 2009, after a decade of working in small businesses for others. He holds an MBA, with an emphasis in entrepreneurship, as well as an undergraduate degree in Marketing Communications. Rod is married to Jodi, and they have 7 amazing children.

Contact Today's Guest:

Blake: [email protected]

Rod: [email protected]

To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids

📚 Get a FREE copy of my book at NextLevelIncome.com

🎧 Don't forget to subscribe, like, and share this episode with anyone looking to take their income and investments to the next level!

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