Entrepreneurs on Fire · How Successful Business Owners Can Become Their Own Source of Financing with Mark Willis
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Claim that traditional low-yield savings accounts are a “melting ice cube” compared to dividend-paying whole life policies
“Pull out your own policy personal business or your unit owner policy if you're in an association and find the exclusion section don't read the whole document just read what's excluded if anything on that list surprises you that's worth a real conversation before it becomes a real claim”
“This is a five-part framework that brings together government policy and geopolitics, traditional and non-traditional liquidity, technicals, and price response, and finally, the big one, execution.”
“We put your 4 million into an income annuity… we put it into a life insurance policy, put the life insurance policy into an irrevocable life insurance trust… 12 million free of taxation to his children”
“You can just roll everything into a traditional IRA and let that grow ... simplify your life”
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