Combining Life Insurance with the Deferred Sales Trust with Chris Naugle
Capital Gains Tax Solutions Podcast · Brett Swarts
Audio is streamed directly from the publisher (chrt.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.
As a nationally recognized entrepreneur in his 16 years of high-level experience in the financial services and advisory industry, he managed over 30 million dollars in assets. Specializing in alternative investments, retirement strategies, and wealth accumulation both internationally and in his hometown of Buffalo, NY. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently the founder of The Money School and Money Mentor for The Money Multiplier.
As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.
In our conversation, we discussed:
- Infinite Banking Concept
- On overcoming the biggest objection to a deferred sales trust
- How to grow your business or create and preserve more of your wealth with a Deferred Sales Trust
- How to use the Deferred Sales Trust to drastically increase your sales and conversions if you're a business professional
- Risk Tolerance Questionnaire
- Split-dollar premium finance
- Specially-designed whole life
- Triple control of your money
Love the show? Subscribe, rate, review, and share!
Join the Capital Gains Tax Solutions Community today: