The Lifestyle Investor - Investing, Passive Income, Wealth 179: TLI Spotlight: Generational Wealth Through Whole Life Insurance with Brock Fortner
Today’s guest, Brock Fortner, is an investor, cash-flow specialist, and the founder of StoneCentury Financial who’s carved a niche for himself by specializing in wealth protection and helping clients understand how they can achieve their financial ambitions.
What’s incredible about Brock is that he’s the youngest-ever member of The Lifestyle Investor Mastermind. In our conversation, I wanted him to share the drive and motivation that propelled him into financial prominence at such a young age, alongside the invaluable insights he picked up by rubbing shoulders with some of the best financial minds in the game.
Brock also takes us through his top investing strategies, shedding light on how he maximizes the potential of whole life insurance for accumulating wealth, offering liquidity and flexibility in tax-free investment choices, all the while securing a financial foundation that strengthens over time.
In this episode, you’ll learn:
✅ The benefits of choosing whole life insurance over term insurance.
✅ How to leverage whole life insurance as collateral for investment or property acquisition.
✅ The potential of whole life insurance to generate substantial wealth under any market condition, with the added benefit of tax-free growth.
Show Notes: LifestyleInvestor.com/179
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