Rod Zabriskie, President and CEO of Money Insights, discusses how passive investors can enhance their returns on alternative investments using life insurance strategies like 'Investment Optimizer' and 'Capital Avalanche.' He also shares tips on finding the right insurance agent. Topics include real estate journey, benefits of life insurance, ATM fund, and dividend payout rates.

David McKnight, a retirement planning expert and author, joins Rod Zabriskie to challenge traditional investing mindsets. They discuss why sticking to stocks and bonds rarely leads to true wealth and advocate for alternative investments that offer greater upside potential. The duo critiques popular retirement strategies, urging high earners to rethink their approaches while emphasizing sustainable cash flow streams. They also explore innovative financial strategies and highlight opportunities in self-storage and life insurance products.

In this episode, Rod Zabriskie and Blake Brogan from Money Insights discuss the versatility of cash-value life insurance. They explore its use in financial planning, wealth building, retirement income, and generational wealth creation. They also highlight the unique features, tax benefits, and control it offers compared to other investment options. Discover how cash-value life insurance can be a valuable tool across every phase of life.