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In this episode, we ask:

• What has Amanda learned as a sample of one?
• Who are Brandon and Amanda Neely?
• What is Mark’s relationship with Brandon and Amanda?
• If we did something different, what would the results be?
• Would you like to follow along with the numbers? (See tables below)
• Would you like to watch this in video?
• What are Amanda’s numbers?
• Are agent commissions too high?
• What would the assets under management fee be?
• What would the term insurance commission be?
• What happened in 2008?
• How much more would the investment advisor make?
• Why is there a Wolf of Wall Street but no “wolf of insurance”?
• What happens if you need or want your money prior to age 59.5?
• What would your heirs receive when you pass?
• What taxes would your heirs pay?
• What are the tax considerations when you start using the money?
• What happens if you get cancer or some other chronic or terminal illness?
• What happens if you get sued?
• What happens if you die too young?
• What happens if you die too old?
• What happens if the stock market goes down when you’re 36? How about when you’re 60?
• Which side has guarantees?
• Is the amount going in each year flexible?
• What if you wanted to put in more? Or less?
• What are the tax consequences now?
• What are the tax considerations before you’re 59.5?
• How many life insurance policies does the Neely family own?
• How does the Neely family use their policies?
• How can you use these specific policies to more effectively pay taxes?
• Have you seen the webinar on Episode 84 The Past, Present and Future of Paying Your Taxes?
• Have you heard Episode 87, How to Get Wealthy While Paying Your Taxes?
• What income could this 35 yo female expect?
• What is the life expectancy?
• What is the difference between the term / Roth IRA and the Life Insurance policy?
• How much does the fee on the Roth IRA become?
• What about an older person’s strategy?
• Have you heard Episode 91, Great Problems, Giant Piles of Cash?
• How are mutual life insurance companies dealing with the low interest rate environment?
• How do policy loans at 5% interest affect the insurance company’s performance?
• When is the increase always greater than cost?
• Would you like Brandon or Amanda to run this comparison for you with your numbers
• Schedule a Comparison conversation with Brandon or Amanda