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In this episode, we ask:
- How does one grow, protect and exit a business with confidence?
- Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business?
- What about a higher rate of return?
- Can you get a higher rate of return in the stock market?
- Why doesn’t my whole life insurance cash value equal what I’ve put into the policy until year 7 or 10?
- If your cash value life insurance made zero gains for 10–15 years, would it still be worth adding to your portfolio?
- Are tools like whole life insurance and fixed index annuities just backups, or are they essential drivers of your financial plan?
- What are the three pillars of financial and retirement success Americans need?
- What about guaranteed lifetime income?
- What about the magic of mortality credits?
- What about smart leverage?
- Are these get-rich-quick schemes?
- Are these get-rich-for-sure strategies?
- So what would you prefer?
- What is a contract with your future?
- Why do strategies, like Bank on Yourself® type whole life insurance policies, really shine?
- Who has paid dividends for over a century, without fail?
- What about pairing a Bank on Yourself® type whole life insurance policy with fixed indexed annuities (FIAs)?
- What can outperform bonds?
- What about protection and yield?
- How do fixed index annuities provide lifetime income?
- Can annuities outperform bonds in retirement planning?
- Why are retirees with guaranteed income happier and less anxious?
- What does the 4% rule (or 3% rule) require?
- What are mortality credits?
- What amplifies growth, safely?
- Why do these policies thrive, regardless of market conditions?
- What about leverage?
- How does cash value life insurance offer leverage?
- Can you borrow against your policy and still earn uninterrupted growth?
- What is a non-direct recognition loan?
- How about an example?
- Is there any other asset that can bundle all these benefits together?
- What about privacy?
- What about structured payouts?
- Is there anything else that can do all of this?
- How might you outpace most people with a Bank on Yourself® type whole life insurance policy and fixed indexed annuities?
- What are the challenges of low rates?
- What are the takeaways?
- Who should you share this episode with?
- Would you like to meet with Mark or an associate to discuss your specific situation?
