In this Part 2 episode, Dr. Mark Costes and wealth strategist M.C. Laubscher continues their deep dive into infinite banking, wealth preservation, and legacy planning. M.C. shares how properly structured whole life insurance policies play a crucial role in protecting and growing generational wealth. They discuss Dave Ramsey’s critique of whole life insurance, the distinction between infinite banking and captive insurance, and the strategies that ultra-wealthy families like the Rockefellers use to create lasting wealth across generations. M.C. also outlines the "family office" model, emphasizing its importance for entrepreneurs and high-income individuals with significant exits or windfalls. 

EPISODE RESOURCES

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• https://www.truedentalsuccess.com
• Dental Success Network
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