Your savings options are limited if you want to access money tax free: there are Roth IRAs and cash value life insurance.
You won’t know which option is best for you without taking a closer look, so in this episode I’ll give you an honest overview and explain why I always prefer Whole Life insurance.
Listen now!
Show highlights include:
- How Whole Life spares you the headaches of calculating income and worrying about restrictions. (4:51)
- Why a savings account you can access tax free is essential to future proof your finances. (5:51)
- Is Uncle Sam a good business partner for you? Knowing this one thing will help you decide. (5:59)
- The “1-2 Punch” of Whole Life insurance to spare you from market volatility and still gain value. (6:40)
Reach out to me:
valerie@alphaomegawealth.com
https://www.linkedin.com/in/valerie-laroque-lacp-b569509
Infinite Banking Mastery (infinitebankingnorthwest.com)
