Not Your Average Financial Podcast™

Episode 428: Choose Wisely! A Chance to Be Rich or the Guarantee You’ll Never Be Poor

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In this episode, we ask:

  • How does one grow, protect and exit a business with confidence?
  • Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business?
  • What about a higher rate of return?
  • Can you get a higher rate of return in the stock market?
  • Why doesn’t my whole life insurance cash value equal what I’ve put into the policy until year 7 or 10?
  • If your cash value life insurance made zero gains for 10–15 years, would it still be worth adding to your portfolio?
  • Are tools like whole life insurance and fixed index annuities just backups, or are they essential drivers of your financial plan?
  • What are the three pillars of financial and retirement success Americans need?
  • What about guaranteed lifetime income?
  • What about the magic of mortality credits?
  • What about smart leverage?
  • Are these get-rich-quick schemes?
  • Are these get-rich-for-sure strategies?
  • So what would you prefer?
  • What is a contract with your future?
  • Why do strategies, like Bank on Yourself® type whole life insurance policies, really shine?
  • Who has paid dividends for over a century, without fail?
  • What about pairing a Bank on Yourself® type whole life insurance policy with fixed indexed annuities (FIAs)?
  • What can outperform bonds?
  • What about protection and yield?
  • How do fixed index annuities provide lifetime income?
  • Can annuities outperform bonds in retirement planning?
  • Why are retirees with guaranteed income happier and less anxious?
  • What does the 4% rule (or 3% rule) require?
  • What are mortality credits?
  • What amplifies growth, safely?
  • Why do these policies thrive, regardless of market conditions?
  • What about leverage?
  • How does cash value life insurance offer leverage?
  • Can you borrow against your policy and still earn uninterrupted growth?
  • What is a non-direct recognition loan?
  • How about an example?
  • Is there any other asset that can bundle all these benefits together?
  • What about privacy?
  • What about structured payouts?
  • Is there anything else that can do all of this?
  • How might you outpace most people with a Bank on Yourself® type whole life insurance policy and fixed indexed annuities?
  • What are the challenges of low rates?
  • What are the takeaways?
  • Who should you share this episode with?
  • Would you like to meet with Mark or an associate to discuss your specific situation?

    • ...more
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