The And Asset Show

Why This $300k Whole Life Policy Beat His Traditional 401k Plan (Real Client Case Study)


Listen Later

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.


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

The And Asset ShowBy Caleb Guilliams