Anderson Business Advisors Podcast

The Power of Using Money Twice To Invest in Real Estate Strategy


Listen Later

Today Clint Coons, Esq., speaks with Christian Allen and Rod Zabriskie from Money Insights about the strategic use of life insurance policies for real estate investments. Learn how to maximize your financial resources by putting money to work through optimized contributions and leveraging the tax-free advantages of life insurance. Explore the flexibility of funding ranges tailored to your goals and discover how quickly you can access funds. Understand the process of taking loans from your policy to invest and the impact of simple versus compounding interest.

Christian Allen is the founder and CEO of Money Insights. He launched Money Insights in 2014 after working in the financial services industry for over a decade. Christian’s mission is to help high-income earners accelerate their wealth building, optimize their investing, and find new and innovative ways to go from high income to high net worth! He is passionate about entrepreneurship and helping others. He enjoys playing pickleball, watching sports, and spending time with his wife and children.

Rod Zabriskie is the President of Money Insights working directly with clients and the team to create an enjoyable environment for all. He has worked in financial services since 2009, after a decade of working in small businesses for others. He holds an MBA, with an emphasis in entrepreneurship, as well as an undergraduate degree in Marketing Communications. Rod is married to Jodi, and they have 7 amazing children.

Highlights/Topics:
  • Don’t just save money to invest, put it to work
  • Utilizing the tax code, life insurance as a vehicle
  • Optimizing contributions to your policy
  • Flexibility - creating funding ranges for a policy
  • How soon can someone access these funds?
  • How to take out a loan from your insurance policy to invest
  • Simple v Compounding interest in this scenario
  • Examples of how this concept can work and ‘what if’s’
  • Utilize up to 95% of your policy amount - think of it as a line of credit!
  • Money Insights can easily help you structure these setups
  • Tax-free benefits
  • Phase two of the investment optimizer - creating tax-free income
  • What happens if you actually DIE?
  • Case study - wild client story
  • Contact Money Insights to get started
  • Resources:

    Money Insights

    https://moneyinsightsgroup.com/aba

    Schedule Your FREE Consultation

    https://andersonadvisors.com/ss/?utm_source=aba&utm_medium=podcast&utm_content=the-most-profitable-self-storage-investing-strategy

    Tax and Asset Protection Events

    https://andersonadvisors.com/live-tax-and-asset-protection-workshops/

    Anderson Advisors

    https://andersonadvisors.com/

    Anderson Advisors Podcast

    https://andersonadvisors.com/podcast/

    Clint Coons YouTube 

    https://www.youtube.com/channel/UC5GX-U6VbvMkhSM1ONBiW8w

    Anderson Advisors Tax Planning Appointment

    https://andersonadvisors.com/ss/

     

    ...more
    View all episodesView all episodes
    Download on the App Store

    Anderson Business Advisors PodcastBy AndersonAdvisors.com

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    79 ratings


    More shows like Anderson Business Advisors Podcast

    View all
    The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

    The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

    711 Listeners

    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,789 Listeners

    Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

    Real Wealth Show: Real Estate Investing Podcast

    401 Listeners

    Rental Income Podcast With Dan Lane by Rental Income Podcast

    Rental Income Podcast With Dan Lane

    824 Listeners

    Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

    Passive Real Estate Investing

    972 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    594 Listeners

    Lifetime Cash Flow Through Real Estate Investing by Rod Khleif

    Lifetime Cash Flow Through Real Estate Investing

    1,402 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    416 Listeners

    The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

    The WealthAbility Show with Tom Wheelwright, CPA

    513 Listeners

    Real Estate Investing with Coach Carson by Chad Coach Carson

    Real Estate Investing with Coach Carson

    607 Listeners

    Ken McElroy Show by Ken McElroy

    Ken McElroy Show

    723 Listeners

    BiggerPockets Daily by BiggerPockets

    BiggerPockets Daily

    326 Listeners

    PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

    PassivePockets: The Passive Real Estate Investing Show

    137 Listeners

    On The Market by BiggerPockets

    On The Market

    899 Listeners

    The David Greene Show by David Greene

    The David Greene Show

    690 Listeners