Welcome to another enlightening episode of Passive Income Pilots! Today, Tait and Ryan welcome Rod and Blake from Money Insights. Previously featured in episode 47, Rod and Blake are experts in leveraging life insurance for wealth-building. In this deep dive, we uncover how to use a specialized life insurance strategy to enhance investment returns, minimize taxes, and provide financial security for your family. This episode is packed with practical insights on optimizing cash flow, estate planning, and more. Tune in and learn how to elevate your financial game with these powerful strategies!
Rod Zabriskie (President of Money Insights) and Blake Brogan (Wealth Strategist) are experts in advanced wealth-building strategies tailored for savvy investors. With years of experience helping clients optimize their investments using specialized life insurance policies, they bring a comprehensive understanding of creating financial security and maximizing returns. Money Insight's unique approach, the Investment Optimizer, has helped countless investors achieve their financial goals. Their expertise makes complex concepts easy to understand and implement, making them invaluable resources for anyone looking to enhance their economic strategy.
Enjoy the show!
For a free consultation with Rod and Blake, go to https://moneyinsightsgroup.com/pilots/
Show notes:
(0:00) Intro
(2:13) Improving the IRR on your investments
(4:24) Detailed explanation of the Investment Optimizer
(5:39) Comparison of term and whole life insurance
(8:29) Tait discloses his policy details
(10:45) Leveraging against policy for investments
(14:20) Use in estate planning and generational wealth
(17:30) Who should and shouldn't use this strategy
(18:48) Should you always leverage your plan?
(21:31) Switching providers and 1035 exchanges
(22:44) When to start a policy for optimal benefits
(24:56) Consultation process with Money Insights
(30:03) Live webinar details
(31:00) Example case study and benefits analysis
(35:53) Most common question during consultations
(39:54) Long-term care benefits within life insurance
(43:59) Outro
Resources Mentioned:
Related Episode: #47 - Innovative Wealth Strategies: From Life Insurance to Alternative Investing with Christian Allen and Rod Zabriskie
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.
