-
Keeping Life Insurance In A TRUST | GENERATIONAL WEALTH STRATEGY
Explaining the step-by-step process of building generational wealth by placing an overfunded whole life insurance policy in a TRUST. #generationalwealth #wholelifeinsurance #lifeinsurancepolicy
Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault
Ready to set up your own And Asset Policy? Schedule a free clarity call: https://www.andasset.com/clickhere
==================================================
Website: https://bttr.ly/andasset
Email: https://bttr.ly/info
======================
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 advis...
published: 14 Nov 2022
-
WHY YOUR LIFE INSURANCE SHOULD BE IN TRUST (LIFE INSURANCE TRUSTS EXPLAINED)
This video is to explain the benefits of having your life insurance policy in a trust and the importance of doing so. Trusts can help in many ways with inheritance tax, speed of a pay-out in the event of a claim and also making sure your policy proceeds are paid the right beneficiaries.
The cost of our insurance service is free of charge - we also provide a free will writing service via MyLastWill.co.uk. Ready to go? Don’t delay, book your FREE online consultation here now – Arrange An Appointment here via our website - https://bit.ly/32ltl25
Not quite ready? Have some questions? That’s ok; we know it’s not every day that you get a mortgage or review an existing one.
Get in Touch;
• Call us for a chat on 0330 175 7504
• Email our team at info@dm.mortgage
• Check out our website ...
published: 27 Mar 2021
-
Brutally Honest Tips About The Irrevocable Life Insurance Trust
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started!
https://www.myadvocate.com/join/paul
--
I routinely get approached by wealthier folks who want me to help them establish their estate planning legal program. Part of the conversation that we have with the wealthier folks is the federal estate tax conversation.
Often these wealthier individuals tell me that a couple of their financial advisors have already discussed the possibility of setting up an irrevocable life insurance trust (ILIT) in order to cover the estate tax liability.
Twenty years ago, it seemed like everyone had an ILIT. This was back when the estate tax exemption was a mere $600,...
published: 04 Feb 2020
-
How A Life Insurance Policy Funds Your Trust
Here’s how a life insurance policy can fund your trust and be used to create wealth across generations.
► Where to Follow Us Online:
Instagram: https://www.instagram.com/1martinmatthews & https://www.instagram.com/1chelseamatthews
Facebook: https://www.facebook.com/MartinAndChelsea
Twitter: https://twitter.com/1MartinMatthews... & https://twitter.com/1ChelseaMatthews...
Website: http://martinandchelsea.com...
Our Book: http://LetsFightAboutMoney.Com..
Thank you for watching this video—Please Share it. I like to read comments so please leave a comment and…
► Subscribe to Our Channel Here https://www.youtube.com/c/MartinChelseaMatthews?sub_confirmation=1
Martin and Chelsea Matthews are authors, public speakers and Financial Literacy advocates leading a team of p...
published: 03 Dec 2022
-
What is an Irrevocable Life Insurance Trust (ILIT)?
For individuals with large estates and sizable life insurance policies, an irrevocable life insurance trust (ILIT) can provide considerable benefit.
In this video, Daniel Hunt (Certified Specialist in Estate Planning, Trust & Probate Law) gives an overview of what an ILIT is and how it works.
Check out our blog post on this topic: https://www.dhtrustlaw.com/irrevocable-life-insurance-trust/
If you or someone you know has questions about this topic, our office is here to help. Learn more at dhtrustlaw.com.
This video is solely for the purpose of education and should not be construed in any way to represent an attorney-client relationship between the Law Offices of Daniel A. Hunt and the viewer.
published: 13 Dec 2022
-
What is an irrevocable life insurance trust?
➡️ ➡️ Learn more here: https://elderlawcare.com. I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.
In this video, I cover the topic: Irrevocable Life Insurance Trust or I.L.I.T.
🔔🔔 Subscribe to be notified when we post new videos 🔔🔔
By watching this video, you’ll learn:
✅ The acronym I.L.I.T. and Indicia of Ownership
✅ How the Death Benefit Value of your Life Insurance is calculated
✅ Who should be the Trustee and what requirements you should be following
Do you have any experience with Irrevocable Trusts?
💬 Leave a comment below!
_______________
Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love t...
published: 07 Oct 2022
-
The Rockefeller Life Insurance Strategy | Waterfall Method
Learn if the Rockefeller Life Insurance Strategy is right for you!
https://bttr.ly/vault
The Rockefeller Life Insurance Strategy | Waterfall Method
In today's BetterWealth episode, I am joined by Dominic Rufran our And Asset Specialist as we discuss legacy and the Rockefeller Method. Join us on our YouTube Channel as I use my own family as an example on the whiteboard to demonstrate the power of the waterfall method. If you want to learn more about the Rockefellers be sure to check out our episode with Garrett Gunderston and his book “What Would The Rockefellers Do?”. Be sure to check out our And Asset Vault to learn all you can about the And Asset.
Episode Links & Resources:
Episode #340 How To Create Your Own Personal Tax Free Bank with Garrett Gunderson - https://youtu.be/E1rqD7DX...
published: 09 Jul 2021
-
How to use Whole Life Insurance to Get Rich (Become your own Bank)
Stop wasting time cooking dinner. Sign up for Thistle: thistle.pxf.io/15XWEd
The BEST book on life insurance and wealth. Get HERE: https://amzn.to/3YVjvwe
I want to teach how to become your own bank.
Forget groveling to Wells Fargo when you need a home or car loan.
Don’t run to JP Morgan or Bank of America
And get on bended knee to beg for a loan to buy a business.
Take control of your life.
It’s time to start the “Bank of You”.
In this video I will explain how to harness the power of life insurance
To build real wealth.
To build your own bank.
So you can control your time and what you do with it.
And at the end of the video, it will become clear to you,
Maybe for the first time, that a clear path exists for you to become rich.
The content on this channel is for entertainmen...
published: 15 Nov 2022
-
Insuring your life and your estate | UBS Trending
Irrevocable Life Insurance Trusts - It may be a useful tool in building a comprehensive estate plan and it can help ensure that the benefits from a life insurance policy may help mitigate estate taxes. So, how can it be beneficial in the long term? #shareUBS
published: 27 Feb 2024
-
Funding Your Trust With a Life Insurance Policy
Should you fund your trust with your life insurance policy?
OR should your life insurance policy be owned by your trust?
OR should you do neither?
Watch to learn about which, if any, option is best for you!
--
I love helping people and make these videos to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the video and if you learned something, please hit the subscribe button! It helps other people access the video too.
--
If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning
If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compa...
published: 06 Jan 2022
7:26
Keeping Life Insurance In A TRUST | GENERATIONAL WEALTH STRATEGY
Explaining the step-by-step process of building generational wealth by placing an overfunded whole life insurance policy in a TRUST. #generationalwealth #wholel...
Explaining the step-by-step process of building generational wealth by placing an overfunded whole life insurance policy in a TRUST. #generationalwealth #wholelifeinsurance #lifeinsurancepolicy
Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault
Ready to set up your own And Asset Policy? Schedule a free clarity call: https://www.andasset.com/clickhere
==================================================
Website: https://bttr.ly/andasset
Email: https://bttr.ly/info
======================
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 information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
https://wn.com/Keeping_Life_Insurance_In_A_Trust_|_Generational_Wealth_Strategy
Explaining the step-by-step process of building generational wealth by placing an overfunded whole life insurance policy in a TRUST. #generationalwealth #wholelifeinsurance #lifeinsurancepolicy
Get FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault
Ready to set up your own And Asset Policy? Schedule a free clarity call: https://www.andasset.com/clickhere
==================================================
Website: https://bttr.ly/andasset
Email: https://bttr.ly/info
======================
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 information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
- published: 14 Nov 2022
- views: 42300
12:51
WHY YOUR LIFE INSURANCE SHOULD BE IN TRUST (LIFE INSURANCE TRUSTS EXPLAINED)
This video is to explain the benefits of having your life insurance policy in a trust and the importance of doing so. Trusts can help in many ways with inherit...
This video is to explain the benefits of having your life insurance policy in a trust and the importance of doing so. Trusts can help in many ways with inheritance tax, speed of a pay-out in the event of a claim and also making sure your policy proceeds are paid the right beneficiaries.
The cost of our insurance service is free of charge - we also provide a free will writing service via MyLastWill.co.uk. Ready to go? Don’t delay, book your FREE online consultation here now – Arrange An Appointment here via our website - https://bit.ly/32ltl25
Not quite ready? Have some questions? That’s ok; we know it’s not every day that you get a mortgage or review an existing one.
Get in Touch;
• Call us for a chat on 0330 175 7504
• Email our team at info@dm.mortgage
• Check out our website here - https://bit.ly/32ltl25
Start your remortgage or home moving journey today. Get in touch with us now to find out how we can make moving home a breeze.
We also offer advice on protecting your investment with Life Insurance, Critical Illness Cover and Income Protection.
My name is Nicola McKenzie, co-founder of Dunham McCarthy Financial Services. My team and I are dedicated to making mortgages easier for you. Whether you are a first time buyer, climbing the property ladder, investing in a buy to let or simply re-mortgaging, we have an expert on hand to take the burden off of your shoulders.
We’re an independent broker, meaning we have access to nearly every mortgage and insurance policy out there so we can help you get the best deal.
Finally, as a way of saying thank you, with every mortgage or insurance policy we arrange you will receive a voucher to write a Will at MyLastWill.co.uk. Now that’s a first!
For Will Writing & Trust advice, head to;
W: https://www.dunham-mccarthy.co.uk (Detailed Estate Planning Advice)
W: https://www.mylastwill.co.uk (Online, quick, easy and convenient solution to draft your Will)
Timestamp
00:00 Intro
01:12 What is a trust
02:58 Protect against Inheritance tax
04:17 Fater access to your money
06:15 More control over your assets
09:02 Other points to consider
11:24 Summary
***Your home may be repossessed if you do not keep up repayments on your mortgage***
Dunham McCarthy Financial Services Ltd is an appointed representative of Primis Mortgage Network, a trading name of First Complete Limited which is authorised and regulated by the Financial Conduct Authority.
#lifeinsurancetrust #contactus #bookafreeappointment
https://wn.com/Why_Your_Life_Insurance_Should_Be_In_Trust_(Life_Insurance_Trusts_Explained)
This video is to explain the benefits of having your life insurance policy in a trust and the importance of doing so. Trusts can help in many ways with inheritance tax, speed of a pay-out in the event of a claim and also making sure your policy proceeds are paid the right beneficiaries.
The cost of our insurance service is free of charge - we also provide a free will writing service via MyLastWill.co.uk. Ready to go? Don’t delay, book your FREE online consultation here now – Arrange An Appointment here via our website - https://bit.ly/32ltl25
Not quite ready? Have some questions? That’s ok; we know it’s not every day that you get a mortgage or review an existing one.
Get in Touch;
• Call us for a chat on 0330 175 7504
• Email our team at info@dm.mortgage
• Check out our website here - https://bit.ly/32ltl25
Start your remortgage or home moving journey today. Get in touch with us now to find out how we can make moving home a breeze.
We also offer advice on protecting your investment with Life Insurance, Critical Illness Cover and Income Protection.
My name is Nicola McKenzie, co-founder of Dunham McCarthy Financial Services. My team and I are dedicated to making mortgages easier for you. Whether you are a first time buyer, climbing the property ladder, investing in a buy to let or simply re-mortgaging, we have an expert on hand to take the burden off of your shoulders.
We’re an independent broker, meaning we have access to nearly every mortgage and insurance policy out there so we can help you get the best deal.
Finally, as a way of saying thank you, with every mortgage or insurance policy we arrange you will receive a voucher to write a Will at MyLastWill.co.uk. Now that’s a first!
For Will Writing & Trust advice, head to;
W: https://www.dunham-mccarthy.co.uk (Detailed Estate Planning Advice)
W: https://www.mylastwill.co.uk (Online, quick, easy and convenient solution to draft your Will)
Timestamp
00:00 Intro
01:12 What is a trust
02:58 Protect against Inheritance tax
04:17 Fater access to your money
06:15 More control over your assets
09:02 Other points to consider
11:24 Summary
***Your home may be repossessed if you do not keep up repayments on your mortgage***
Dunham McCarthy Financial Services Ltd is an appointed representative of Primis Mortgage Network, a trading name of First Complete Limited which is authorised and regulated by the Financial Conduct Authority.
#lifeinsurancetrust #contactus #bookafreeappointment
- published: 27 Mar 2021
- views: 25195
16:26
Brutally Honest Tips About The Irrevocable Life Insurance Trust
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. C...
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started!
https://www.myadvocate.com/join/paul
--
I routinely get approached by wealthier folks who want me to help them establish their estate planning legal program. Part of the conversation that we have with the wealthier folks is the federal estate tax conversation.
Often these wealthier individuals tell me that a couple of their financial advisors have already discussed the possibility of setting up an irrevocable life insurance trust (ILIT) in order to cover the estate tax liability.
Twenty years ago, it seemed like everyone had an ILIT. This was back when the estate tax exemption was a mere $600,000 and the top estate tax rate was 55%. Today, with an estate tax exclusion amount of $11.58 million, far fewer estates are subject to the estate tax.
Nonetheless, the concept behind the ILIT hasn't changed. It's just being proposed to fewer people. The concept is that parents should make cash gifts into an irrevocable Crummey trust for their children. The trustee of the trust acquires and owns a life insurance policy (often a "second to die" policy) naming the parents as the insureds. Since the parents have no incidents of ownership in the life insurance, the death proceeds are excluded from the estate of the parents, and can be used to provide liquidity to the parents' estates to cover the estate tax liability.
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: https://go.oncehub.com/Paul8
This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.
Paul Rabalais
Estate Planning Attorney
www.RabalaisEstatePlanning.com
Phone: (225) 329-2450
https://wn.com/Brutally_Honest_Tips_About_The_Irrevocable_Life_Insurance_Trust
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your Will and all other legally-valid estate planning documents. Click the link below to get started!
https://www.myadvocate.com/join/paul
--
I routinely get approached by wealthier folks who want me to help them establish their estate planning legal program. Part of the conversation that we have with the wealthier folks is the federal estate tax conversation.
Often these wealthier individuals tell me that a couple of their financial advisors have already discussed the possibility of setting up an irrevocable life insurance trust (ILIT) in order to cover the estate tax liability.
Twenty years ago, it seemed like everyone had an ILIT. This was back when the estate tax exemption was a mere $600,000 and the top estate tax rate was 55%. Today, with an estate tax exclusion amount of $11.58 million, far fewer estates are subject to the estate tax.
Nonetheless, the concept behind the ILIT hasn't changed. It's just being proposed to fewer people. The concept is that parents should make cash gifts into an irrevocable Crummey trust for their children. The trustee of the trust acquires and owns a life insurance policy (often a "second to die" policy) naming the parents as the insureds. Since the parents have no incidents of ownership in the life insurance, the death proceeds are excluded from the estate of the parents, and can be used to provide liquidity to the parents' estates to cover the estate tax liability.
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: https://go.oncehub.com/Paul8
This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.
Paul Rabalais
Estate Planning Attorney
www.RabalaisEstatePlanning.com
Phone: (225) 329-2450
- published: 04 Feb 2020
- views: 15060
1:30
How A Life Insurance Policy Funds Your Trust
Here’s how a life insurance policy can fund your trust and be used to create wealth across generations.
► Where to Follow Us Online:
Instagram: https://www.in...
Here’s how a life insurance policy can fund your trust and be used to create wealth across generations.
► Where to Follow Us Online:
Instagram: https://www.instagram.com/1martinmatthews & https://www.instagram.com/1chelseamatthews
Facebook: https://www.facebook.com/MartinAndChelsea
Twitter: https://twitter.com/1MartinMatthews... & https://twitter.com/1ChelseaMatthews...
Website: http://martinandchelsea.com...
Our Book: http://LetsFightAboutMoney.Com..
Thank you for watching this video—Please Share it. I like to read comments so please leave a comment and…
► Subscribe to Our Channel Here https://www.youtube.com/c/MartinChelseaMatthews?sub_confirmation=1
Martin and Chelsea Matthews are authors, public speakers and Financial Literacy advocates leading a team of professionals with clients in 47 states. With over 21 years combined in the financial industry as award-winning financial professionals, they focus on helping clients build an Unbreakable Financial House.
Their book “Let’s Fight About Money” helps couples communicate about money and handle conflicts. They’ve hosted the Love&Money Show on the Wooditch Network; a financial, personal development and entrepreneurship focused video show highlighting how to Make More, Save More & Give More. They live in Georgia with their son, William.
#GenerationalWealth #FinancialEducation #shorts
https://wn.com/How_A_Life_Insurance_Policy_Funds_Your_Trust
Here’s how a life insurance policy can fund your trust and be used to create wealth across generations.
► Where to Follow Us Online:
Instagram: https://www.instagram.com/1martinmatthews & https://www.instagram.com/1chelseamatthews
Facebook: https://www.facebook.com/MartinAndChelsea
Twitter: https://twitter.com/1MartinMatthews... & https://twitter.com/1ChelseaMatthews...
Website: http://martinandchelsea.com...
Our Book: http://LetsFightAboutMoney.Com..
Thank you for watching this video—Please Share it. I like to read comments so please leave a comment and…
► Subscribe to Our Channel Here https://www.youtube.com/c/MartinChelseaMatthews?sub_confirmation=1
Martin and Chelsea Matthews are authors, public speakers and Financial Literacy advocates leading a team of professionals with clients in 47 states. With over 21 years combined in the financial industry as award-winning financial professionals, they focus on helping clients build an Unbreakable Financial House.
Their book “Let’s Fight About Money” helps couples communicate about money and handle conflicts. They’ve hosted the Love&Money Show on the Wooditch Network; a financial, personal development and entrepreneurship focused video show highlighting how to Make More, Save More & Give More. They live in Georgia with their son, William.
#GenerationalWealth #FinancialEducation #shorts
- published: 03 Dec 2022
- views: 555
4:39
What is an Irrevocable Life Insurance Trust (ILIT)?
For individuals with large estates and sizable life insurance policies, an irrevocable life insurance trust (ILIT) can provide considerable benefit.
In this ...
For individuals with large estates and sizable life insurance policies, an irrevocable life insurance trust (ILIT) can provide considerable benefit.
In this video, Daniel Hunt (Certified Specialist in Estate Planning, Trust & Probate Law) gives an overview of what an ILIT is and how it works.
Check out our blog post on this topic: https://www.dhtrustlaw.com/irrevocable-life-insurance-trust/
If you or someone you know has questions about this topic, our office is here to help. Learn more at dhtrustlaw.com.
This video is solely for the purpose of education and should not be construed in any way to represent an attorney-client relationship between the Law Offices of Daniel A. Hunt and the viewer.
https://wn.com/What_Is_An_Irrevocable_Life_Insurance_Trust_(Ilit)
For individuals with large estates and sizable life insurance policies, an irrevocable life insurance trust (ILIT) can provide considerable benefit.
In this video, Daniel Hunt (Certified Specialist in Estate Planning, Trust & Probate Law) gives an overview of what an ILIT is and how it works.
Check out our blog post on this topic: https://www.dhtrustlaw.com/irrevocable-life-insurance-trust/
If you or someone you know has questions about this topic, our office is here to help. Learn more at dhtrustlaw.com.
This video is solely for the purpose of education and should not be construed in any way to represent an attorney-client relationship between the Law Offices of Daniel A. Hunt and the viewer.
- published: 13 Dec 2022
- views: 1857
5:36
What is an irrevocable life insurance trust?
➡️ ➡️ Learn more here: https://elderlawcare.com. I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal...
➡️ ➡️ Learn more here: https://elderlawcare.com. I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.
In this video, I cover the topic: Irrevocable Life Insurance Trust or I.L.I.T.
🔔🔔 Subscribe to be notified when we post new videos 🔔🔔
By watching this video, you’ll learn:
✅ The acronym I.L.I.T. and Indicia of Ownership
✅ How the Death Benefit Value of your Life Insurance is calculated
✅ Who should be the Trustee and what requirements you should be following
Do you have any experience with Irrevocable Trusts?
💬 Leave a comment below!
_______________
Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love the most. We serve families and seniors in Hanover, Quincy, and the surrounding Boston, Massachusetts area.
➡️ Learn more about us at https://elderlawcare.com.
_______________
📕 Find my Book on Amazon "How to Avoid the Four-Headed Monster: Probate Court, Estate Death Taxes, Financial Creditors & Predators and Nursing Homes": https://www.amazon.com/dp/B084MB96SK/ref=cm_sw_r_other_apa_i_fXwqEb394KEB0
💻 Check out the Elder Law Academy. Learn about important legal matters, from home, at your own pace: https://elderlawcare.com/academy
📰 Subscribe to my Newsletter: https://elderlawcare.com/newsletter
✍ Read my Blog: https://elderlawcare.com/blog
https://wn.com/What_Is_An_Irrevocable_Life_Insurance_Trust
➡️ ➡️ Learn more here: https://elderlawcare.com. I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.
In this video, I cover the topic: Irrevocable Life Insurance Trust or I.L.I.T.
🔔🔔 Subscribe to be notified when we post new videos 🔔🔔
By watching this video, you’ll learn:
✅ The acronym I.L.I.T. and Indicia of Ownership
✅ How the Death Benefit Value of your Life Insurance is calculated
✅ Who should be the Trustee and what requirements you should be following
Do you have any experience with Irrevocable Trusts?
💬 Leave a comment below!
_______________
Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love the most. We serve families and seniors in Hanover, Quincy, and the surrounding Boston, Massachusetts area.
➡️ Learn more about us at https://elderlawcare.com.
_______________
📕 Find my Book on Amazon "How to Avoid the Four-Headed Monster: Probate Court, Estate Death Taxes, Financial Creditors & Predators and Nursing Homes": https://www.amazon.com/dp/B084MB96SK/ref=cm_sw_r_other_apa_i_fXwqEb394KEB0
💻 Check out the Elder Law Academy. Learn about important legal matters, from home, at your own pace: https://elderlawcare.com/academy
📰 Subscribe to my Newsletter: https://elderlawcare.com/newsletter
✍ Read my Blog: https://elderlawcare.com/blog
- published: 07 Oct 2022
- views: 1195
15:44
The Rockefeller Life Insurance Strategy | Waterfall Method
Learn if the Rockefeller Life Insurance Strategy is right for you!
https://bttr.ly/vault
The Rockefeller Life Insurance Strategy | Waterfall Method
In today'...
Learn if the Rockefeller Life Insurance Strategy is right for you!
https://bttr.ly/vault
The Rockefeller Life Insurance Strategy | Waterfall Method
In today's BetterWealth episode, I am joined by Dominic Rufran our And Asset Specialist as we discuss legacy and the Rockefeller Method. Join us on our YouTube Channel as I use my own family as an example on the whiteboard to demonstrate the power of the waterfall method. If you want to learn more about the Rockefellers be sure to check out our episode with Garrett Gunderston and his book “What Would The Rockefellers Do?”. Be sure to check out our And Asset Vault to learn all you can about the And Asset.
Episode Links & Resources:
Episode #340 How To Create Your Own Personal Tax Free Bank with Garrett Gunderson - https://youtu.be/E1rqD7DXwOU
The And Asset Vault - https://www.betterwealth.com/vault
#BetterWealth
============================================
Click Here to Subscribe: https://bttr.ly/yt
BetterWealth
https://betterwealth.com
📞 Free 15 Minute Call: https://www.betterwealth.com/clickhere-life-insurance
📕 The And Asset Book: https://bttr.ly/book
🎥 The And Asset Movie: https://bttr.ly/movie
💸 BetterWealth Assessment: https://bttr.ly/assessment
📱 BetterWealth Podcast: https://bttr.ly/podcast
📩 Join our Newsletter: https://bttr.ly/newsletter
🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor
============================================
Caleb Guilliams
Book Caleb to Speak: https://bttr.ly/speak
Instagram: https://bttr.ly/instagram
============================================
Videos
🔴 The Truth About Banking with Life Insurance - https://youtu.be/fait9j9EhsU
🔴 The And Asset Explained - https://youtu.be/z9nrsfIvVzw
🔴 Overfunded Whole LIfe Insurance - https://youtu.be/xdVPXtB8otA
🔴 Life Insurance True Rate of Return - https://youtu.be/LXRRad-Cp-g
🔴 Dr. Bill Danko The Millionaire Next Door - https://youtu.be/bcsO9DiDrPg
🔴 Ted Benna the Father of the 401(K) - https://youtu.be/h6jI1CHEDPI
🔴 Wade Pfau Avoid Retirement Risk - https://youtu.be/7GqRRR4qMrI
🔴 Barry Dyke Pirates of Manhattan - https://youtu.be/bQOxHUcADdw
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 information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
Affiliate Disclosure: Some of the links on this channel and in video descriptions are affiliate links. At no additional cost to you, we receive a commission if a purchase is made after clicking the link.
https://wn.com/The_Rockefeller_Life_Insurance_Strategy_|_Waterfall_Method
Learn if the Rockefeller Life Insurance Strategy is right for you!
https://bttr.ly/vault
The Rockefeller Life Insurance Strategy | Waterfall Method
In today's BetterWealth episode, I am joined by Dominic Rufran our And Asset Specialist as we discuss legacy and the Rockefeller Method. Join us on our YouTube Channel as I use my own family as an example on the whiteboard to demonstrate the power of the waterfall method. If you want to learn more about the Rockefellers be sure to check out our episode with Garrett Gunderston and his book “What Would The Rockefellers Do?”. Be sure to check out our And Asset Vault to learn all you can about the And Asset.
Episode Links & Resources:
Episode #340 How To Create Your Own Personal Tax Free Bank with Garrett Gunderson - https://youtu.be/E1rqD7DXwOU
The And Asset Vault - https://www.betterwealth.com/vault
#BetterWealth
============================================
Click Here to Subscribe: https://bttr.ly/yt
BetterWealth
https://betterwealth.com
📞 Free 15 Minute Call: https://www.betterwealth.com/clickhere-life-insurance
📕 The And Asset Book: https://bttr.ly/book
🎥 The And Asset Movie: https://bttr.ly/movie
💸 BetterWealth Assessment: https://bttr.ly/assessment
📱 BetterWealth Podcast: https://bttr.ly/podcast
📩 Join our Newsletter: https://bttr.ly/newsletter
🤵🏼 Financial Advisor, Agent or Coach: https://bttr.ly/advisor
============================================
Caleb Guilliams
Book Caleb to Speak: https://bttr.ly/speak
Instagram: https://bttr.ly/instagram
============================================
Videos
🔴 The Truth About Banking with Life Insurance - https://youtu.be/fait9j9EhsU
🔴 The And Asset Explained - https://youtu.be/z9nrsfIvVzw
🔴 Overfunded Whole LIfe Insurance - https://youtu.be/xdVPXtB8otA
🔴 Life Insurance True Rate of Return - https://youtu.be/LXRRad-Cp-g
🔴 Dr. Bill Danko The Millionaire Next Door - https://youtu.be/bcsO9DiDrPg
🔴 Ted Benna the Father of the 401(K) - https://youtu.be/h6jI1CHEDPI
🔴 Wade Pfau Avoid Retirement Risk - https://youtu.be/7GqRRR4qMrI
🔴 Barry Dyke Pirates of Manhattan - https://youtu.be/bQOxHUcADdw
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 information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
Affiliate Disclosure: Some of the links on this channel and in video descriptions are affiliate links. At no additional cost to you, we receive a commission if a purchase is made after clicking the link.
- published: 09 Jul 2021
- views: 54173
10:54
How to use Whole Life Insurance to Get Rich (Become your own Bank)
Stop wasting time cooking dinner. Sign up for Thistle: thistle.pxf.io/15XWEd
The BEST book on life insurance and wealth. Get HERE: https://amzn.to/3YVjvwe
I w...
Stop wasting time cooking dinner. Sign up for Thistle: thistle.pxf.io/15XWEd
The BEST book on life insurance and wealth. Get HERE: https://amzn.to/3YVjvwe
I want to teach how to become your own bank.
Forget groveling to Wells Fargo when you need a home or car loan.
Don’t run to JP Morgan or Bank of America
And get on bended knee to beg for a loan to buy a business.
Take control of your life.
It’s time to start the “Bank of You”.
In this video I will explain how to harness the power of life insurance
To build real wealth.
To build your own bank.
So you can control your time and what you do with it.
And at the end of the video, it will become clear to you,
Maybe for the first time, that a clear path exists for you to become rich.
The content on this channel is for entertainment purposes only and should not be taken as financial advice. Please do your own research and consult with a financial professional before making any financial decisions. The creator of this channel does not assume any responsibility for any errors or omissions in the content.
https://wn.com/How_To_Use_Whole_Life_Insurance_To_Get_Rich_(Become_Your_Own_Bank)
Stop wasting time cooking dinner. Sign up for Thistle: thistle.pxf.io/15XWEd
The BEST book on life insurance and wealth. Get HERE: https://amzn.to/3YVjvwe
I want to teach how to become your own bank.
Forget groveling to Wells Fargo when you need a home or car loan.
Don’t run to JP Morgan or Bank of America
And get on bended knee to beg for a loan to buy a business.
Take control of your life.
It’s time to start the “Bank of You”.
In this video I will explain how to harness the power of life insurance
To build real wealth.
To build your own bank.
So you can control your time and what you do with it.
And at the end of the video, it will become clear to you,
Maybe for the first time, that a clear path exists for you to become rich.
The content on this channel is for entertainment purposes only and should not be taken as financial advice. Please do your own research and consult with a financial professional before making any financial decisions. The creator of this channel does not assume any responsibility for any errors or omissions in the content.
- published: 15 Nov 2022
- views: 555396
9:25
Insuring your life and your estate | UBS Trending
Irrevocable Life Insurance Trusts - It may be a useful tool in building a comprehensive estate plan and it can help ensure that the benefits from a life insuran...
Irrevocable Life Insurance Trusts - It may be a useful tool in building a comprehensive estate plan and it can help ensure that the benefits from a life insurance policy may help mitigate estate taxes. So, how can it be beneficial in the long term? #shareUBS
https://wn.com/Insuring_Your_Life_And_Your_Estate_|_Ubs_Trending
Irrevocable Life Insurance Trusts - It may be a useful tool in building a comprehensive estate plan and it can help ensure that the benefits from a life insurance policy may help mitigate estate taxes. So, how can it be beneficial in the long term? #shareUBS
- published: 27 Feb 2024
- views: 76
4:30
Funding Your Trust With a Life Insurance Policy
Should you fund your trust with your life insurance policy?
OR should your life insurance policy be owned by your trust?
OR should you do neither?
Watch to l...
Should you fund your trust with your life insurance policy?
OR should your life insurance policy be owned by your trust?
OR should you do neither?
Watch to learn about which, if any, option is best for you!
--
I love helping people and make these videos to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the video and if you learned something, please hit the subscribe button! It helps other people access the video too.
--
If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning
If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.
Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
https://wn.com/Funding_Your_Trust_With_A_Life_Insurance_Policy
Should you fund your trust with your life insurance policy?
OR should your life insurance policy be owned by your trust?
OR should you do neither?
Watch to learn about which, if any, option is best for you!
--
I love helping people and make these videos to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the video and if you learned something, please hit the subscribe button! It helps other people access the video too.
--
If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning
If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.
Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
- published: 06 Jan 2022
- views: 4906