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In this episode, we ask:
- What do you say to someone when you know it’s the last time you will ever speak to them?
- How do you say something loving and honoring?
- What are the most important and pressing issues?
- Who is prepared? Who is not prepared?
- How does true wealth come through assets plus skills?
- What about the mindset and skillset that’s needed?
- What about education?
- What about buying a home?
- What about mentoring the next generation?
- What about leaving a family fund?
- How might one create a family fund or family reserve using Bank on Yourself® type dividend paying whole life insurance?
- What about creating a long-term, safe and sure wealth bucket?
- What about instantly creating a legacy and a savings strategy for years to come?
- What will help your whole family weather tough economic storms?
- What about long-term thinking?
- What about a more durable view of wealth?
- What about the family thinking as a family unit?
- What about creating financially responsible kids and adults?
- What skillsets will grow?
- What about creating a mission for your family that’s bigger than individual happiness?
- What do you prefer?
- How does one get started creating a family fund?
- Who do you need at the table?
- What is your greatest asset?
- Would you like to hear Episode 294?
- What about the big picture strategy?
- What is the best design?
- What is the unique solution for your specific needs?
- Would you like to meet with Mark to discuss a family fund?
- How soon does one see cash value?
- How might one use cash value from whole life insurance policy loans?
- What about an uninsurable life insurance policy owner?
- Who is buying policies on family members?
- Who is buying policies on their parents?
- Who is buying policies on their kids?
- Who is buying policies on business partners?
- What about a parent matching program?
- How might both generations contribute to a policy?
- How many creative ways can you think up?
- What about an example?
- What about single premium immediate annuities?
- Is it possible for annuities to pay insurance policy premium?
- What about the Vanderbilts?
- What about the Rothschilds?
- What about leaving assets?
- What about leaving assets and values?
- Who is a part of the ever unfolding story?
- Why does family wealth evaporate?
- Does success leave clues?
- Do you have control over your assets?
- Who has control over your assets?
- What about saving?
- What is the different between lending and giving?
- How might kids use family money wisely?
- What skills do kids need to remember?
- What about nurturing and training?
- What about long-term thinking?
- What about delayed gratification?
- What about displaying family values?
- What are the takeaways?
