NewFed’s Brian Damico welcomes Mark Willis who is a Certified Financial Planner. The topics include:
How to be your own bank
Dividend paying whole life insurance policy
New, modern, more efficient policies
The policies are engineered for banking
It’s possible to borrow against the value of the policy
The chosen asset class of the wealthy is real estate
Real Estate Investment Trust (REIT)
You do not need to be wealthy to follow this strategy
Mark’s websites are http://nyafinancialpodcast.com and www.lakegrowth.com
The power of liquidity
This and every Easy Money New England Podcast is recorded live at The Studio 21 Podcast Cafe and is Hosted on the United Podcast Network and is brought to you by NewFed Mortgages.