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What happens when a Wall Street insider realizes that his traditional wealth building plan isn't enough to meet his wants for financial success? In this video, Demetrius Walker dives into a real client case study where he reviews two whole life insurance policies he designed for a client who wanted greater freedom, control, and liquidity of his money, than he could find with just his 401k and investment accounts.
By Caleb GuilliamsWhat happens when a Wall Street insider realizes that his traditional wealth building plan isn't enough to meet his wants for financial success? In this video, Demetrius Walker dives into a real client case study where he reviews two whole life insurance policies he designed for a client who wanted greater freedom, control, and liquidity of his money, than he could find with just his 401k and investment accounts.