You know it’s important to have money in the later years of your life. And you might think the conventional wisdom must be the safe way to go.
But you need to listen to this episode first! I’ll explain why following the crowd might be the worst thing you could do, and what to consider before making that decision.
Listen now!
Show highlights include:
- Why it’s a mistake to view Whole Life Insurance companies as carbon copies of one another. ([1:05])
- How Whole Life companies are defying the stereotype of being “behind the times” with technology. ([1:45])
- “Co-owner Effect” you must achieve with a mutual company. Walk away if they don’t do this! ([2:19])
- How to lose 30% of your life savings in just one month, without going to Las Vegas. ([3:34])
- Shocking realization from the 2008 market collapse that forever changed my perspective on client advice. ([5:02])
- Simple exercise to counteract stress’s physical impact on your body. ([6:01])
- Pensions are vanishing in the U.S. Here’s how to make your own. ([7:54])
Reach out to me:
valerie@alphaomegawealth.com
https://www.linkedin.com/in/valerie-laroque-lacp-b569509
Infinite Banking Mastery (infinitebankingnorthwest.com)
