Episode Details
Back to Episodes
EP. 98 | Is Multi-Generational Legacy Planning for You? with Christian Allen and Rod Zabriskie
Description
HIGHLIGHTS OF THE EPISODE
00:01 - Episode sponsor: Money Insights Investment Optimizer Strategy
00:40 - Guest introduction: Christian Allen and Rod Zabriskie
03:44 - The framework for working with high-income earners
04:11 - Generational legacy planning
05:28 - The Investment Optimizer, other strategies, and premium finance
08:37 - Cash-value life insurance as an asset
11:54 - Capital Avalanche
13:00 - Who is this strategy for? Who should start to think about these things?
16:41 - Who takes over the premium payments?
19:31 - Perpetual family banking
27:58 - New book by Christian, Rod, and Chris: “Money Insights for Sales Professionals”
CONNECTING WITH THE GUEST
Website: https://moneyinsights.net/
insights@moneyinsights.net
Linkedin: https://www.linkedin.com/in/christian-allen-aams-awma-7a41ab54
https://www.linkedin.com/in/rodzabriski
To learn more about all three strategies talked about today: www.nextlevelincome.com
If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.com)
Check out our website: www.nextlevelincome.com.
Follow us on social media @thenextlevelincomeshow
Get a free copy of our book and learn more about our course at: nextleveincome.com