In today’s episode, Anthony and Cameron walk our listeners through a case study that features a couple in their early 60’s that received a $250,000 windfall and were wondering what to do with it. Cameron and Anthony break down this case study into four parts:  

(1) Back Story 

(2) Policy Design 

(3) Case-Specific Considerations 

(4) How they plan on using the cash value moving forward 

Enjoy this week's episode!!!

Resources:  

Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast  

Be sure to check our on-line course at https://infinitewealthcourse.com/home 

Link to Blog Post w Case Notes/Excel/PDF’s