Comprehensive Wealth Planning: Using Life Insurance for Retirement and Legacy Planning with Tom Wall - 470

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Shownotes can be found at https://www.profitwithlaw.com/470.

How can whole life insurance pave the way for generational wealth?

Join Moshe Amsel and Tom Wall, a keynote speaker and expert in permanent life insurance-based strategies as they share their insights on how whole life insurance can be used as a tool for retirement, tax strategy, and wealth creation. Moshe and Tom delve into the advantages of whole life insurance beyond just coverage for loved ones, exploring its potential as a conservative asset with tax-free growth and as a liquidity tool for business owners and real estate investors.

Listen now to learn how to leverage whole life insurance as a strategic asset in achieving generational wealth!

Chapters:

[00:00] Introduction to Tom Wall

[05:35] When Business Owners Should Consider Whole Life Insurance

[12:00] Can You Retire on Your Policy’s Cash Value?

[14:32] Borrowing & Tax Benefits: Using Whole Life Insurance as a Business Asset

[21:28] 401(k) vs. Whole Life

[30:49] Managing Risk, Taxes & Access: Why Whole Life is the Best “Boring” Money

[41:31] Tom’s Parting Piece of Advice

Resources mentioned:

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Permission to Spend: Maximize Your Retirement with the Best-Kept Secret in Personal Finance by Tom Wall - https://www.amazon.com/Permission-Spend-Maximize-Retirement-Best-Kept/dp/1959840215

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