Live Presentation: What The Wealthy Know About Life Insurance That You Don’t
BetterWealth with Caleb Guilliams · BetterWealth Media
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Show Notes
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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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*This video is for entertainment purposes only and is not financial or legal advice.
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