Multifamily Podcast Network

Can you fund your business through an insurance policy? Mark Willis, our returning guest, shares his unique financial solution of capitalizing on insurance policies and banking on yourself. Tune in to know and understand how to become self-sufficient investors in a two-step rocket approach!

WHAT YOU’LL LEARN FROM THIS EPISODE 

  • Traits a financial planner should possess
  • Infinite Banking: How to invest in yourself and why should you hire a banker
  • Infinite banking policy vs. true banking policy
  • The pros and cons of single premium policy
  • How depreciation and depletion affects dividends
  • Tax Exemption for Modified Endowment Contract (MEC) Policies
  • Reasons why people don’t do infinite banking and insurance restrictions

 

 

RESOURCES/LINKS MENTIONED

 

 

ABOUT MARK WILLIS

Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNER, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus. As co-host of the Not Your Average Financial PodcastTM, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.

 

 

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