The CEO Wealth Hack with Filip Lundstedt
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Show Notes
- Business owners—what if your company’s health insurance could fund your retirement? 💰 In this episode of The Future of Finance, Marissa Wood sits down with insurance expert Filip Lundstedt to break down a powerful strategy that turns unused health insurance premiums into a tax-advantaged wealth-building tool for CEOs.
Discover how level-funded health plans can help you:
- Save thousands annually in premiums 💸
- Earn refunds on unused claims
- Fund retirement through annuities or life insurance
- Create employee benefits that actually attract & retain top talent
This episode is a must-watch for small business owners, CFOs, HR professionals, and anyone building financial freedom through smart business structuring.
⏱️ Timestamps:
00:00 – Welcome + Introducing the CEO Wealth Hack
00:40 – Why benefits are crucial for scaling your business
02:15 – The truth about employee retention and benefit costs
03:03 – How CEOs can reinvest unused premium dollars
04:01 – What is a level-funded insurance plan?
05:25 – How claims refunds work + real-life examples
06:45 – Stop-loss insurance: protecting your business from risk
07:55 – What size companies qualify for level-funded plans?
09:06 – How easy is it to switch or enroll?
10:05 – The 3-layer CEO wealth hack: save, retain talent, and invest
11:00 – Using IULs & key person insurance for retirement
12:18 – Bonus strategies: employee benefits that build cash value
13:38 – Why CEOs need a fiduciary advisor in their corner
14:07 – Why insurance companies are powerful wealth-building vehicles
16:00 – How banks use life insurance for profit (and you can too)
18:18 – The role of fixed indexed annuities (FIA) in retirement income
20:36 – Income for life: creating your own pension
22:14 – Partnering financial advisors + insurance agents = better results
24:13 – How CEOs grow wealth using their savings
25:18 – Filip’s passion for the insurance industry
26:43 – Medicare plans: why seniors should review annually
28:06 – Medicare strategy: saving retirees from unnecessary expenses
30:19 – How Filip supports seniors with real-life guidance
32:59 – How to get in touch for a free plan evaluation
📞 Ready to take control of your retirement planning?
Visit 👉 https://www.union-financial.com
📅 Book a free meeting directly through our calendar!
🔔 Don’t forget to like, subscribe, and turn on notifications for more retirement strategies, financial planning tips, and money mindset advice from financial experts who care.
Want to get in touch with Filip Lundstedt at ProCare Consulting?
Visit 👉 ProCare Consulting