Comprehensive Wealth Planning: Using Life Insurance for Retirement and Legacy Planning with Tom Wall
How can whole life insurance pave the way for generational wealth?
Join Moshe Amsel and Tom Wall, a keynote speaker and expert in permanent life insurance-based strategies as they share their insights on how whole life insurance can be used as a tool for retirement, tax strategy, and wealth creation. Moshe and Tom delve into the advantages of whole life insurance beyond just coverage for loved ones, exploring its potential as a conservative asset with tax-free growth and as a liquidity tool for business owners and real estate investors.
Listen now to learn how to leverage whole life insurance as a strategic asset in achieving generational wealth!
Episode Highlights
[00:00] Introduction to Tom Wall
[05:35] When Business Owners Should Consider Whole Life Insurance
[12:00] Can You Retire on Your Policy’s Cash Value?
[14:32] Borrowing & Tax Benefits: Using Whole Life Insurance as a Business Asset
[21:28] 401(k) vs. Whole Life
[30:49] Managing Risk, Taxes & Access: Why...
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Author
Moshe Amsel
Author
Moshe Amsel the host of the Profit with Law podcast is not an attorney. As the owner of a successful accounting firm DreamBuilder Financial and Law Firm Growth coaching organization Profit with Law, Moshe has proven that there are better and different ways for a law firm to do business and be successful.
