Real estate, stocks, cash & tax-exempt whole life insurance, they all come together to build you a complementary portfolio.
Learn about the tax-efficient benefits that a tax-exempt whole life insurance policy can bring you, your family and your company.
Spotify: https://open.spotify.com/show/624XIhn
YouTube: https://www.youtube.com/channel/UCpvujpE0yjPzxzILTSzeRug
Apple Podcasts: https://podcasts.apple.com/us/podcast/mike-check-1-2-1-2/id1608028798
Anchor: https://anchor.fm/michael-dutra#lifeinsurance #insurance #business #businessowner
Disclaimer: This podcast discusses strategies, concepts, illustrations & more. Personal details need to be obtained and a thorough review of all concepts before implementing any of them. Please consult the appropriate professional(s) including but not limited to insurance, tax and estate planning before making any final decisions. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before implementing any transaction.