You're An Asset

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In our season finale, the team sits down for an intimate and candid conversation as we dive into the world of social media finance influencers.

Using BrokerCheck, we uncover disclosures, explore red flags, and discuss what it all means for the advice these creators are giving. Are they as trustworthy as they seem?

Tune in for an eye-opening discussion that pulls back the curtain on the financial advice industry.

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On this podcast – we find out who is an asset, and who is just an ass...🍑

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In this episode, we reveal why an Indexed Universal Life (IUL) policy could be the ultimate tool for real estate investors.

Learn how to leverage cash value for property deals, maximize liquidity, and build long-term wealth—all while protecting your financial future.

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On this podcast – we find out who is an asset, and who is just an ass...🍑

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Today we sit down with a life insurance industry veteran who’s spent over 30 years mastering the ins and outs of the business.

From policy design strategies to common misconceptions, we dive deep into the lessons he’s learned throughout his career.

Whether you're an agent, policyholder, or just curious about life insurance, this masterclass will give you valuable insights and expert tips to help you make smarter financial decisions.

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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑

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Start 2025 on the right financial foot with our top book recommendations to unlock your money mindset and build wealth like never before.

In this episode, we dive into must-read financial books that will inspire, educate, and guide you toward smarter money decisions.

Whether you’re looking to grow your savings, start investing, or take control of your financial future, these books are the perfect way to kick off the new year.

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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑

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In this episode, we break down Primerica’s Playbook—exploring their recruiting tactics, the misinformation they often spread, and why their policies can end up costing clients more.

We expose the realities behind their sales strategies, discuss the impact of their approach on clients, and compare it to smarter alternatives.

If you’ve ever wondered what’s really going on behind the scenes at Primerica, this episode is a must-listen.

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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑

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In this episode, we take a deep dive into the world of Indexed Universal Life (IUL) fees.

From policy charges to administrative costs, we break down exactly what you’re paying for and how these fees change over time. With insights from multiple carriers, we uncover the factors that influence costs and what they mean for your policy’s performance.

Whether you’re considering an IUL or already own one, this episode is essential listening to understand the true cost of your financial strategy.

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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑

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In this bold and unapologetic episode, we sit down with an entrepreneur who’s turning heads with their innovative use of life insurance.

From funding ventures to creating long-term wealth strategies, they share how an IUL has become their ultimate financial tool.

If you’re ready to stop making excuses and start taking control of your financial future, this episode is the wake-up call you need.

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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑

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In this episode, we sit down with a former whole life agent who made the leap to what some call 'the dark side' of life insurance — Indexed Universal Life...

Hear firsthand why they made the switch, the challenges they faced, and the game-changing benefits they’ve discovered with Indexed Universal Life policies.

If you’ve ever wondered what motivates agents to leave whole life behind, this episode is packed with insights you won’t want to miss.

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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑

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In this episode, we tackle a common question from (usually) Primerica agents: Why do insurance carriers allow improperly structured policies?

The answer lies in their focus on selling death benefit coverage. As long as clients are paying for coverage, carriers aren’t concerned with whether the policy is optimized for cash value accumulation.

Tune in to understand the priorities and incentives behind policy structures and how they impact clients seeking cash value growth. Learn why it's crucial to work with experts who prioritize your financial goals, not just the agent's bottom line.

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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑

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Ever wondered what it’s like to work with Power 3 Financial? In this episode, we take you behind the scenes to explore our approach, client experience, and how we help clients build financial security through innovative life insurance strategies. Discover what makes Power 3 Financial different.

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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑

Follow Casey on:

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• 📞 Schedule a Call «
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Thanks for listening!