EP. 98 | Is Multi-Generational Legacy Planning for You? with Christian Allen and Rod Zabriskie

HIGHLIGHTS OF THE EPISODE

00:01 - Episode sponsor: Money Insights Investment Optimizer Strategy
00:40 - Guest introduction: Christian Allen and Rod Zabriskie
03:44 - The framework for working with high-income earners
04:11 - Generational legacy planning
05:28 - The Investment Optimizer, other strategies, and premium finance
08:37 - Cash-value life insurance as an asset
11:54 - Capital Avalanche
13:00 - Who is this strategy for? Who should start to think about these things?
16:41 - Who takes over the premium payments?
19:31 - Perpetual family banking
27:58 - New book by Christian, Rod, and Chris: “Money Insights for Sales Professionals”

CONNECTING WITH THE GUEST

Website: https://moneyinsights.net/
[email protected]
Linkedin: https://www.linkedin.com/in/christian-allen-aams-awma-7a41ab54
https://www.linkedin.com/in/rodzabriski

To learn more about all three strategies talked about today: www.nextlevelincome.com

 

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Check out our website: www.nextlevelincome.com.

 

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