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Brandon Preece
Wealth Formula Banking insurance partner with a securities license. Offers securities and investment advisory services through Horner, Townsend & Kent, LLC (HTK).
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21 snips
Jul 13, 2025
• 41min
515: Accelerate Your Wealth AND Protect Your Family
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Brandon Preece, a wealth strategy expert and insurance partner at HTK, shares key insights on protecting your family's future through life insurance. He recounts his own financial awakening during the 2008 recession, revealing the dichotomy between traditional advice and the stability offered by permanent life insurance. The discussion delves into innovative insurance products that provide both wealth accumulation and tax advantages. Preece emphasizes flexibility in retirement planning, particularly for white-collar professionals, highlighting the power of Indexed Universal Life insurance.
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