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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
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#162 | Are You Ignoring Insurance In Your Business Wealth Planning Strategy? - Financial Literacy, Financial Advisors & Wealth
Manage episode 476916366 series 3619636
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Have you ever wondered how wealthy business owners legally grow their wealth without paying huge personal taxes?
If you're a small business owner or incorporated professional, you’ve likely been told to invest or save but rarely to use insurance as a strategic financial tool.
This episode dives into a powerful, often-overlooked method that could help you protect your assets, plan your retirement, and access capital while minimizing taxes.
In this episode, you will:
1) Discover how overfunded permanent life insurance can act as a tax-efficient savings strategy within your corporation.
2) Learn how to borrow against your policy while keeping your capital working for you.
3) Understand how to overcome common misconceptions about insurance and use it as a legitimate wealth-building tool.
Tune in now to uncover a niche but powerful strategy that could change how you manage and grow your corporate wealth.
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