The Real Estate Syndication Show

WS1775 Gaining Financial Control with Bank on Yourself | Mark Willis

Aug 31, 2023
Certified Financial Planner, Mark Willis, discusses the 'Bank on Yourself' strategy using dividend-paying whole life insurance policies. He explains the benefits of guaranteed growth, tax advantages, and utilizing the policy for major purchases. The podcast explores fixed income assets, maximizing the growth and efficiency of an insurance policy, and the importance of contractual wealth.
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