Mark Willis is a Certified Financial Planner™ and the owner of Lake Growth Financial Services, a Chicago-based financial firm. As a three-time #1 best-selling author, Mark has empowered hundreds of clients to reclaim control over their financial futures using proven, tax-efficient strategies. He specializes in helping individuals and businesses build wealth, grow their enterprises, and achieve lasting financial security.  

Host of the globally top 1.5% ranked *Not Your Average Financial Podcast™*, Mark shares insights on managing real estate, funding college without financial strain, and creating retirement income that lasts a lifetime. His mission is to help clients build wealth through safe, predictable methods, become their own source of financing, and enjoy tax-free income during retirement.

 

In this episode, we talked to Mark about the whole life insurance policy and determining if it's set up right, due diligence and finding the right mediator for your insurance, the “buy, borrow, die” strategy, and much more.

 

Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.

 

Insurance Policies;

 

02:32 Mark's background; 16:50 An Insight into whole life insurance; 22:36 Choosing the right insurance mediator; 26:01 An insight into the "buy, borrow, die" strategy; 32:38 Round of Insights

 

Announcement: Learn about our Apartment Investing Mastermind here.

 

Round of Insights

 

Apparent Failure: Paying off his student loans with the snowball method.

Digital Resource: Notion.

Most Recommended Book: The Bank On Yourself Revolution & Perpetual Wealth.

Daily Habit: Following Michael Hyatt’s Full Focus Planner method every morning.

#1 Insight for maximizing our insurance policy: Don’t do this alone, find someone who knows how to design it for you.

Best place to grab a bite in Chicago, IL: Giordano’s.

 

Contact Mark:

Website

Mark’s first episode on Multifamily Insights, Episode #264

 

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