Episodes
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Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
I spoke at @karltondennis Tax Strategy Accelerator Event in California about why life insurance is one of the most misunderstood and undervalued assets in history, and how the wealthy use it to enhance their portfolios and financial strategies. I walk through how to design life insurance correctly and how if used properly can give your dollars more than one job.
Hook - 0:00
Karlton Dennis Intro's Caleb - 0:29
Defining "What is Wealth" - 1:12
Giving Your Dollar More Than One Job - 5:18
What is this type of life insurance? - 6:47
Who knows about this? - 8:11
Is this an investment or an asset? - 9:38
Compounding & Control of your money - 11:46
What is life insurance? - 12:54
What is Overfunded Life Insurance - 14:04
The Pros & Cons of Life Insurance - 15:20
Typical Whole Life vs Overfunded Compared - 16:22
Life Insurance Vs Other Financial Tools - 20:26
Tax Free Lifetime Compounding (ROR of Life Insurance) - 23:33
How to Borrow Against Life Insurance - 27:23
How people use life insurance to invest in assets & businesses - 28:02
When should I borrow against my life insurance? - 29:27
Life Insurance as a retirement enhancer - 31:55
Protection and Legacy - 35:34
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✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Missing episodes?
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Aaron Scott Young, the author of Unshackled and the CEO of Laughlin Associates, shares the formula, which has taken him from being bankrupt and in prison to building and owning dozens of multi-million dollar companies. With over 40 years as an entrepreneur, Aaron shares the stories and experiences that shaped him into the successful man he is today.
Want to Read Aaron's book? Click Here: https://a.co/d/3x3oQI9
Want to Become More Efficient with Your Money? Click Here: https://betterwealth.com
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DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
Connect with Hannah:
https://themoneymultiplier.com/hannah-kesler
https://www.instagram.com/hannah_kesler/
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Connect with Roccy:
Schedule a call: https://bit.ly/RoccyFreeConsultation
Read Roccy's Bad Advisors Book: https://bit.ly/BadAdvisorsDownload
OnPointe Risk Analyzer - https://roccy.net/risk-assessment-software/
_____________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
Connect with Richard:
Want to read his book? https://a.co/d/38bjgOr
Listen to his podcast - https://www.wealthwithoutbaystreet.com/
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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WATCH THE FULL DEBATE - https://youtube.com/live/Fgt1k-PpEbE
Learn more about BetterWealth: https://betterwealth.com
DISCLAIMER: https://bttr.ly/aapolicy
*This PODCAST is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
15 Vs 30 Year Mortgages - https://youtu.be/ihEhxeW4x44
Connect with Truth Concepts:
Learn More - https://truthconcepts.com/
Truth Training - https://truthconcepts.com/truth-training/
Busting Interest Rate Lies Book - https://a.co/d/4oWBUmm
https://www.youtube.com/user/TruthConcepts
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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WATCH THE ORIGINAL VIDEO WITH @jaketran - https://www.youtube.com/watch?v=1vZsxpqbngo
Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/yt-bw-vault
0:00 - Intro
0:39 - Overview
3:58 - How the Wealthy Hide Their Money
8:00 - Own Nothing and Control Everything
14:40 - Explaining Trusts and Estate Planning
21:40 - Tax-Free Growth? False.
29:12 - Life Insurance Benefits
31:13 - You Make The Decisions. The Power of Having Options.
37:03 - Final Thoughts
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Schedule an appointment with the Robin Glen team: https://calendly.com/aldenarmstrong/aacc1
Check out the Robin Glen podcast, “Planning Reimagined”, visit: https://www.robinglen.com/podcast
Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Do you have clients with high
federal student loans? Click Here:
https://www.studentloantutor.com/partners/financial-partnership-d
Need Help With Your Student Loans? Click Here:
https://www.studentloantutor.com/d-home
Connect with BetterWealth:
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault
00:00:00 Intro
00:01:26 Meeting Chris Naugle
00:06:08 Brent's Background and Discovery of Infinite Banking
00:08:54 $1M in Debt
00:11:12 What Convinced you of IBC?
00:15:28 How he paid off $1M using life insurance
00:19:08 Life Insurance Vs High-Yield Savings Account
00:26:17 List of benefits of Whole life insurance
00:33:12 Caleb's scepticism
00:41:52 Risk analysis - Investing with Infinite Banking
00:55:44 What happens if you run out of money?
00:58:43 Creating a legacy
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault
Check out Dan's channel - @GreenPayStackers
00:00:00 Intro
00:02:23 Dan's background & opinion on overfunded whole life
00:12:13 Dan's Personal Story
00:24:00 Final Expense & Return of Premium
00:29:12 The Debate Begins!
00:36:18 Caleb's Rebuttal & Positive case for Overfunding
00:49:12 Dan's mind starts to change
01:03:47 "Did I change your mind?"
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault
Connect with Roccy:
Free consultation with Roccy: https://bit.ly/RoccyFreeConsultation
Read Roccy's Bad Advisors Book: https://bit.ly/BadAdvisorsDownload
00:00 Introduction to the Debate
01:13 Roccy DeFrancesco's Background
03:37 Why Cash Value Life Insurance?
06:01 Understanding Cash Value as an Asset
08:27 The Problem with IUL Illustrations
10:52 Comparing IUL and Whole Life
13:18 Infinite Banking and Early Cash Value
18:06 The Truth About IUL Loans
20:26 Why Whole Life Agents Hate IUL
27:43 Addressing IUL Critics
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Speak with Daniel: https://calendar.danielrondberg.com
Daniel's YouTube: https://www.youtube.com/c/DanielRondberg
Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
Want Whole Life Insurance Education? Go Here: https://bttr.ly/vault
00:00 - 02:32: Introduction and Unique Opportunity in Retirement Planning
02:32 - 04:52: Importance of Thinking Outside the Box for Fixed Income Savers
04:52 - 07:16: Impact of Interest Rate Changes on Retirement Planning
07:16 - 09:35: Real-Life Example of Boosting Retirement Cash Flow
09:35 - 11:56: The Power of Combining Annuities and Life Insurance
11:56 - 14:21: Addressing Liquidity Trade-Offs and Maximizing Legacy
14:21 - 16:45: Exploring Alternative Scenarios and Customization Options
16:45 - 19:02: Creating Options Through Permanent Life Insurance
19:02 - 28:24: Real-Life Stories: Impact of Creative Retirement Strategies
28:24 - 39:56: Encouragement to Explore Creative Financial Solutions
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance
Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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Want to Download the Cease & Desist? Read Here: https://bit.ly/CurtisRayCeaseAndDesist
0:00 - Overview
5:17 - Reviewing the Cease & Desist
18:17 - $10,000 Fine
22:46 - MPI Calculator
23:50 - Special Update on Curtis Ray
______________________________________________
✉️ Email BetterWealth: https://bttr.ly/info
WEBSITE: https://betterwealth.com
====================
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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