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E154: Using Dividend-Paying Life Insurance as an Investment Strategy with Christian Allen
Description
Christian Allen is the Founder and CEO of the strategic planning firm Money Insights, and author of the book Money Insights for Physicians. In this episode, we dive into the world of whole life insurance as an alternative investment and who it’s best for. Christian talks about his “Investment Optimizer” system that uses dividend paying whole life insurance to give better returns for cashflow investors. We also run the numbers on how to move from high income to high net worth using this strategy!
Reference Links
Money Insights
High Net Worth Assessment Form
http://f3assessment.com.pages.services/docs/
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