Transformative Principal

Taking Control of Your Pension with Hutch Hutchinson Transformative Principal 617


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Learn how to get the guaranteed highest pension payout. Jethro Jones discusses the "Pension Maximization" strategy for school principals with John "Hutch" Hutchinson.

Rather than protecting your spouse by choosing a reduced monthly benefit payment from your pension, you can instead calibrate a life insurance policy to guarantee you the highest monthly pension payout possible. Plus, you can also take extra tax-free income from the cash value as you go.

Resources & Timestamps:

Comprehensive article on how Pension Maximization works:

https://bankingtruths.com/pension-maximization/


Video example of Pension Maximization:

https://www.youtube.com/watch?v=WUdhxBlmG8s


Book a free consult about customizing Pension Max for you:

https://bankingtruths.com/pension-max-schedule/


Podcast Timestamps 
0:00 - Risk off money and how Big Banks invest their safe reserves. 
4:00 - Intro to the Pension Maximization strategy
7:00 - How a Life Insurance policy can help you take a bigger pension payment
11:20 - Pension reductions for survivor benefits are just expensive "life insurance" policies that won't even pay your kids if both spouses die
18:10 - Only 4 possible outcomes when retiring. What happens with & without Pension Max? 
23:58 - Where to find the money for "another bill" with this Life Insurance for Pension Max. 
28:57 - Start with cheap term insurance as you build up to a full-blown Pension Maximization strategy 
34:47 - Resources to learn more about Pension Maximization 
37:01 - Take tax-Free supplemental income from life insurance like a Roth


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Transformative PrincipalBy Jethro Jones

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