BetterWealth with Caleb Guilliams

In this exclusive interview, NAIFA CEO Kevin Mayeux discusses the critical impact of the upcoming presidential election on the financial services industry and life insurance. Discover the potential challenges and opportunities that different election outcomes could bring, including the concerning impact on tax benefits associated with whole life insurance. Gain insights from an industry leader on what’s at stake and how professionals and consumers alike can prepare for the future.Major Update & Win: After the episode was filmed we received this update - NAIFA recently notched a major win in our lawsuit with advocacy partners opposing the Department of Labor’s fiduciary-only rule. A U.S. District Court granted a stay in the case that prevents the DOL rule from going into effect September 23.This is huge. Not only did the court grant our stay but it stated that “plaintiffs are virtually certain to succeed on the merits" of our claim.Learn more about NAIFA - Go Here: https://belong.naifa.org/join Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insuranceWant FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault ______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

The CEO of Penn Mutual, a prominent leader in the life insurance industry, dives into the critical role of whole life insurance as a foundational asset. They discuss the reliability of mutual insurance carriers and the importance of informed decision-making in personal finance. The conversation covers the multifaceted benefits of life insurance, including risk management, legacy building, and tax advantages. Strategies for asset allocation within insurance companies are explored, alongside the responsible use of policy loans, making it a rich source of financial wisdom.

Mr. BRRRR, an expert in using whole life insurance for wealth building, shares his transformative journey with wealth management. He discusses misconceptions about life insurance and highlights its advantages, including tax benefits and personal security. Mr. BRRRR opens up about the challenges of single parenthood, emphasizing how responsibility reshaped his financial mindset. Listeners gain insights on leveraging whole life insurance as a strategic asset for financial empowerment and the importance of self-value in personal development.

Want to learn more about Family Foundations? Go Here: https://www.foundationlaunch.com/ Want to see if a Private Family Foundation is right for you? Go Here: https://www.foundationlaunch.com/schedule Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Watch part one, where I speak with Attorney, Roccy DeFrancesco, about the misleading and dangerous practices of Curtis Ray and the MPI product - https://youtu.be/dnpWUCOHALI Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insurance__________________________________________✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Curtis Ray, an attorney renowned for his expertise in financial services, highlights the potential dangers of Maximum Premium Indexing (MPI) in a captivating discussion. He delves into the credibility issues surrounding MPI marketing and the risks associated with hyperfunding life insurance. The conversation uncovers the ethical concerns and misleading projections often found in financial products, urging listeners to exercise caution and promote transparency in their financial decisions. It's a wake-up call for anyone navigating the complexities of financial advising.

In this engaging discussion, Barry, an author with a fresh perspective on retirement, dives into the flaws of America's retirement system, spotlighting the 401k model's shortcomings. He advocates for alternatives like annuities and whole life insurance for safer retirement planning. The conversation challenges myths around investment returns and highlights the urgent need for enhanced financial education. Barry emphasizes the importance of increased savings and shows how life insurance can serve as a stable investment in today’s volatile market.

This podcast discusses the benefits of using whole life insurance for retirement planning, showing how it can provide higher spendable income and protect against inflation. They compare whole life insurance to buying term insurance and investing separately, highlighting the importance of the death benefit in unlocking additional assets. The discussion stresses the advantages of leveraging life insurance for investment strategies and retirement planning, emphasizing the impact on cash values, income, and distribution strategies.

Want FREE Whole Life Insurance Education? Go Here: https://bttr.ly/vault Want a Life Insurance Policy? Go Here: https://www.betterwealth.com/clickhere-life-insuranceFollow this 3 step framework to amplify your wealth, influence, and value in the marketplace! These lessons can be applied for business owners, entrepreneurs, and even W-2 employees.______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Caleb Guilliams interviews David O'Malley, CEO of Penn Mutual Life Insurance, discussing the benefits of permanent life insurance and mutual companies. They highlight the versatility of insurance in financial planning, prioritizing policyholders' interests, managing investment volatility, and the significance of leaving a positive legacy.