Thinking Like a Bank

Episode 64: How To Retain Employees with Marc Beshears

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Marc Beshears is the President of Top Wealth Agenda. He has helped his clients grow their wealth to achieve financial security and reach their personal and financial goals and dreams without the risk, worry, or volatility of stocks, real estate, and other investments.

Marc has put his clients on track to building more than $50 million of additional wealth they would most likely not have had otherwise, through safe, proven financial strategies. That’s why Marc’s clients think of him as their “secret weapon,” helping them build and safeguard their wealth.

This episode talks about:

  • ​Marc’s initial introduction to Bank On Yourself ®
  • The unusual benefits of a properly designed dividend–paying whole life policy
  • How to use whole life insurance cash value to leverage for other investments, like real estate
  • Non-direct recognition- how your money keeps growing even when you have an outstanding loan against your policy
  • How to protect against market risks and inflation?
  • How can one profit from volatility?
  • The advantages of borrowing against your cash value whole life insurance policy vs going to a traditional bank
  • What is a key employee?
  • Offering compensation via cash value whole life insurance to retain valuable employees
  • What is a Section 162 Bonus Plan and how does it work? How can it be used as a tool to keep your best employees?
  • The disadvantages of a 401k and Bank On Yourself ® can be a better fit in terms of taxes and control
  • The problems with calculating average rates of returns and how mathematically they do not prove to be true.
  • Who is Bank On Yourself ® good for?

    • To connect with Marc Beshears and to know more about Bank on Yourself Concept, please visit:

    👉Company Website:➡️www.topwealthagenda.com

    👉Linkedin ➡️ https://www.linkedin.com/in/marcbeshears/

    👉Email: 📧[email protected]

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

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