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In this episode, we ask:
- What strategies are you excited about?
- What about being a newbie?
- Would you like to hear a ninja belt metaphor?
- What is the white belt?
- What about saving from cash flow?
- What about monthly premiums?
- What do you learn in karate?
- How many moves are you making in your monthly budget to up your cashflow?
- What about the fundamentals?
- What about “back to the basics”?
- What is the orange belt?
- What about a lump sum along with monthly premiums?
- What about windfalls?
- What about bonuses?
- What advantages come with a paid up additions rider?
- What about repositioning?
- What is a 1035 exchange?
- What about universal life policies?
- What about the red belt?
- What about annual premiums?
- How does this benefit business owners?
- What about annual windfalls?
- What about an annual surge in sales?
- What about multiyear projects?
- What about solving several problems?
- What about passing on savings?
- What about the yellow belt?
- What about the intention behind starting?
- What about other people?
- What about lines of credit for business?
- Can you have multiple policies on yourself?
- What are the most important assets in your life?
- What about the green belt?
- What about real estate?
- What about business inventory?
- What is life insurance all about?
- What about an additional focus?
- What about vehicles?
- What about college?
- What about business expenses?
- What about the debt SnowBank Method?
- Is it possible to be better than debt free?
- What about policy loans?
- What restrictions are on policy loans?
- What questions do insurance companies ask to take policy loans?
- Would you like to learn more about the green belt strategy?
- What about the purple belt?
- Would you like the budgeting tool? Meet with Mark
- Do you have a massive tax bill due every year?
- What are non-direct recognition policy loans?
- How fast should you pay the policy loan off?
- Are you a business owner?
- Are you a real estate investor?
- What happens if you don’t pay off the loan?
- What about the fortitude required?
- What about compound growth?
- Is it a good idea to pay a policy loan back?
- What does it mean to lapse a policy?
- What is a big deal?
- What is not a big deal?
- What is the risk on the gains in the policy?
- What do you lose when a policy lapses?
- Do you understand the risks?
- What about the brown belt?
- What is a system of policies?
- What is a family office?
- What about grandkids?
- What about grandparents?
- Why insure kids?
- What is the power of this strategy?
- What is the regular system of communication and intention?
- Is a family office formal?
- Is a family office informal?
- How might a family communicate?
- When do families meet?
- Who shows up to a family meeting?
- What is the key?
- How might you prepare your people for the money?
- What about the black belt strategy?
- What about income equaling premium?
- Is this recommended?
- What is fraught with peril?
- What did Nelson Nash say?
- What is the caution?
- Why is this not for 99% of people?
- How does it work?
- What are the four steps?
- How might you live on less than you make?
- What about the pattern of life?
- What are the risks and considerations of black belt strategy?
- Are you able to live like a spartan?
- What about getting improved for this much life insurance?
- What is the job of underwriters?
- What about liability?
- Have you arrived?
- How are you still learning?
- Would you like to strategize together?
- Book a Meeting with Mark


Daniel Lapin was born into a prestigious Torah family. He was a student of his father, Rabbi A.H. Lapin, who served the Jewish communities in Johannesburg and Cape Town, South Africa, eventually immigrating to America with his wife where they established the Am Echad synagogue in San Jose, CA.
Steve Rozenberg
Tom Wheelwright is a CPA, CEO of WealthAbility®, Best-Selling Author of “Tax-Free Wealth”, Owner and Active CPA for Wheelwright Manahan, Speaker, and Host of 2 popular podcasts, including The WealthAbility® for CPAs Show. Wheelwright advises CPAs, accounting professionals, small business owners, entrepreneurs, and investors how to permanently and legally reduce their taxes by 10-40%. Previously, Wheelwright was a Manager in the National Tax Office of Ernst and Young, an Adjunct Professor in the Masters of Tax Program at Arizona State University for 14 years, and a Fortune 500 in-house tax advisor and tax lobbyist.
Sarry Ibrahim focuses his expertise in working with clients who want to grow their wealth and protect it from creditors and predators! His specialty is in working with individuals, business owners and real estate investors in implementing sound financial strategies to thrive through life’s changing seasons.
Nicole Martin is Chief Empowerment Officer and Founder of HRBoost, LLC, a HR Shared Services consulting firm based in Chicago, Illinois. In recognition of her professional excellence as well as her community, Nicole has been honored by multiple organizations including most recently as one of Mirror Review’s 10 Game Changing Women in 2019. Awardee for Business Excellence by the Chicago Daily Herald, and a 2016 Enterprising Women of the Year Champion by Enterprising Women Magazine. A sought-after expert, her knowledge and advice have been featured in newspapers and magazines throughout the country. In addition, Nicole is the host online of HR in the Fast Lane and contributing writer for the Chicago Business Journal. Nicole has authored, International Literary Award and Amazon Best Seller, The Talent Emergency, the accompanying Talent Emergency Guidebook, The Human Side of Profitability, The Power of Joy & Purpose, and her newly released co-authored 
Sean Morrissey is a landlord and real estate broker, in the western suburbs of the Chicagoland area, who has built a $7M real estate portfolio and owns/manages Chicagoland Realty Group Partners LLC. 
Lane Kawoaka has been investing for over a decade and now controls 2,600+ units. As owner of CrowdfundAloha.com, SimplePassiveCashflow.com, and ReiAloha.com, Lane is responsible for finding investment opportunities, analysis, and marketing. Mr. Kawaoka obtained a BS in Industrial Engineer and MS in Civil Engineering and Construction Management from the University of Washington. In addition to an analytical engineering background, Lane has real world experience in working as a project manager for over $230 million dollars of capital construction projects in both the public and private sector. Working as a high paid professional in Corporate America and frustrated by the traditional wealth building dogma, Lane was compelled to inspire and mentor other working professionals via his Top-50 Investing podcast at SimplePassiveCashflow.com.
