#47 - Innovative Wealth Strategies: From Life Insurance to Alternative Investing with Christian Allen and Rod Zabriskie
Passive Income PilotsJanuary 06, 2024x
50:0234.43 MB

#47 - Innovative Wealth Strategies: From Life Insurance to Alternative Investing with Christian Allen and Rod Zabriskie

On this episode of Passive Income Pilots, Tait and Ryan interview Christian Allen and Rod Zabriskie. Christian Allen and Rod Zabriskie from Money Insights Group join Tait in a riveting discussion about stepping off the beaten path of traditional investing and venturing into the world of max-funded cash value life insurance and real estate. They illustrate how the 'invest with benefits' philosophy caters to individual financial needs and integrates core wealth accumulation areas.  Christian Allen, CEO of Money Insights, established the firm in 2014 to empower high-income earners to expedite wealth growth, refine investment strategies, and transition from high-income to high net worth. An advocate for entrepreneurship, he thrives on aiding others. Beyond finance, he finds joy in pickleball, sports spectating, and cherishing moments with his family. Rod Zabriskie is the Managing Partner and COO at a financial services firm. He has worked in the financial services industry since 2009, after spending a decade working in small businesses for others. Rod holds an MBA with an emphasis in entrepreneurship and an undergraduate degree in Marketing Communications. Enjoy the show!

Timestamped Show Notes

(0:00) Intro

(4:40) Transitioning from traditional to alternative investment

(7:28) How they started their business and the six core benefits

(12:50) Whole life or universal life insurance

(15:16) Borrowing against insurance policy vs. stock account

(18:32) Utilizing cash value life insurance

(20:43) IUL vs whole life insurance

(31:45) How much cash flow do you need

(36:08) Asset protection

(41:50) Tax benefits

(42:47) Finding the amount of passive income you need

(48:52) How to connect with Christian and Rod

(49:44) Outro

Connect with Christian and Rod

Website: https://moneyinsightsgroup.com

Youtube: https://www.youtube.com/channel/UCW0fBokwg09-2H2kXWK5Zfw

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Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.


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