Oct. 26, 2023

Tax Free and Tax Advantaged Strategies Part 2

Tax Free and Tax Advantaged Strategies Part 2

In this part 2 of Tax Free and Tax Advantaged Strategies episode, we unravel the intricacies of life insurance, focusing on term insurance and cash value insurance. Dissecting the risks associated with the conventional 'buy term and invest the rest' strategy, we present a compelling case for cash value life insurance as a more cost-effective alternative. We also shed light on the benefits of cash value life insurance, including the level premium for life and the guaranteed return on the cash value portion of the policy. Join us as we discuss how mutual insurer dividends can help policyholders compound their wealth over time. This episode is a must-listen for anyone seeking to maximize their wealth and financial freedom.

About Jeff: 

Jeff spent the early part of his career working for others. Jeff had started 5 businesses that failed before he had his first success. Since that time he has learned the principles of a successful business and has been able to build and grow multiple seven-figure businesses. Jeff lives in the Austin area and is actively working in his community and supporting the growth of small businesses. He is a board member of the Incubator.Edu program at Vista Ridge High School and is on the board of directors of the Leander Educational Excellence Foundation

Connect with the Freedom Nation podcast at https://freedom-nation-podcast.captivate.fm/

Connect with Jeff:

Instagram: https://www.instagram.com/freedomnationpodcast/

Twitter: https://twitter.com/JeffKikel

LinkedIn: https://www.linkedin.com/in/jeffkikel/


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