Send us a Text Message.

Unlock the secrets of financial stability and legacy building as Jon and I debunk the myths surrounding 'banking like the Rockefellers.' In a world where social media gurus tout life insurance as the ultimate investment hack, we cut through the noise to reveal the truth about 7702 plans and indexed universal life policies. If the idea of 'becoming your own bank' has ever piqued your curiosity, our discussion will equip you with the knowledge to discern fact from fiction. By dissecting various life insurance options and their role in a rock-solid financial plan, we ensure you're armed with the information needed to craft a stable and enduring legacy.

This episode isn't just a deep dive—it's a strategic exploration into the elaborate web of life insurance and investment strategies. As we compare the nuances of term, whole, and indexed universal life policies, we shed light on their tax benefits and potential pitfalls, ensuring you're fully informed. But it doesn't stop there; we put Indexed Universal Life (IUL) policies toe-to-toe with Roth IRAs, examining how interest rate changes can reshape your financial future. Join us as we navigate the complexities of financial planning, and discover why diversifying with both a Roth IRA and an IUL could be your wisest move toward achieving financial peace of mind.

Support the Show.