In this episode of The Daily Mastermind, host George Wright III invites guest Chris Marino, a senior marketing director and partner at ToroPoint with over 15 years of experience in wealth advising and life insurance brokerage, to discuss wealth management, financial planning for high net worth individuals and businesses. Marino shares insights into the importance of a wealth mindset, strategies for financial planning, and the pivotal role of insurance as a dual-purpose investment tool for financial protection and wealth accumulation. The discussion covers the value of having a financial plan from early stages, the advantages of various insurance policy types like indexed universal life policies, and the significance of working with independent insurance advisors. The conversation aims to provide listeners with knowledge on building a solid financial plan incorporating insurance as a key component for wealth growth, asset protection, and legacy building.

Topics Covered

00:25 Chris Marino's Background and Expertise

01:38 The Importance of a Wealth Mindset

01:45 Strategies for Financial Planning and Wealth Management

06:03 The Role of Insurance in Wealth Building

11:57 Case Studies: Real-world Applications of Insurance Strategies

15:05 Getting Started with Insurance and Financial Planning

17:58 Connecting with Chris Marino for Expert Advice

You have Greatness inside you.  I know you can Learn, Grow and Accomplish anything you put your mind toward.  I appreciate you listening today.  See you tomorrow.

George Wright III

 

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Mentoring or Marketing Resources:

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About Chris Marino:

Chris Marino is Toropoint's Senior Managing Director and Partner. He is a seasoned wealth advisor with 15 years of expertise as a life insurance agent and life settlement broker. Chris began his career by acquiring insurance assets and longevity-based investments for prominent banks. He's notched up an impressive record, closing over $1 billion in life insurance deals before joining the Toropoint team.

 

Connect with Chris:

Website

https://www.toropoint.com/our-team

LinkedIn URL

https://www.linkedin.com/in/chmarino

Facebook URL

https://www.facebook.com/chrismarino12

YouTube URL

https://www.youtube.com/@Toropoint