Posts by Rachel Marshall
Behind the Scenes with Bruce and Rachel
Want to optimize your money and maximize your wealth and income for life, and curious about how we can help? Been listening for a while and want to learn more about our company and what we can do for you? Today, we’re taking you behind the scenes of The Money Advantage. So, if you want…
Read MoreShoes, Speed, and Success, with Steven Sashen, Founder of Xero Shoes
Now and then, you have the chance to meet extraordinary people and learn more from their story than you ever thought possible. This conversation with Steven Sashen of Xero Shoes is one of those opportunities! In this episode, we’re talking with Steven Sashen about shoes, speed, and success. He’s one of the fastest men over 55…
Read MoreIs Life Insurance Protected from Creditors? Creditor Protection of Life Insurance
Want to shelter your assets from the prying eyes of the IRS, claims of creditors, or the public? Can creditors take life insurance proceeds after death? In many cases, the answer depends on how your policy is structured. Cash surrender value and life insurance proceeds are exempt from creditors in most states. In this episode,…
Read MoreKeys to Asset Protection, with Douglass Lodmell
Should you be concerned about asset protection? What types of risk should you know about? What you don’t know about protecting your assets CAN hurt you. In this episode, we’re talking with Douglass Lodmell, one of the nation’s leading asset protection experts and founder of Lodmell & Lodmell about asset protection and how it works.…
Read MoreDirect vs. Non-Direct Recognition in Life Insurance: What You Need to Know
Are you considering whole life insurance and want to know which is better: Direct vs. non-direct recognition life insurance companies? What does it mean? Why does it matter? How does it impact your policy’s average rate of return? And should it be a part of your decision-making process? In this episode, we discuss the why,…
Read MoreToo Old For Infinite Banking with Whole Life Insurance?
Do you want to use whole life insurance to store cash, build an emergency/opportunity fund, and create a legacy, but you wish you’d learned about this concept when you were younger? Do you feel like you’re too old for the Infinite Banking Concept (IBC)? Fortunately, it might not be too late for you to get…
Read MoreSolving Healthcare Costs, with Dave Chase
Are you concerned about ballooning healthcare costs? You should be! It’s an expense that’s risen far faster than inflation, and paying more than you need to is a money leak that prevents you from making the forward traction towards your financial goals that you deserve. In this episode, we’re talking with Dave Chase about how…
Read MoreWhole Life Insurance Dividends: What They Are and How They Work
I heard whole life pays dividends — but what does that really mean? This question comes up constantly when we talk with business owners and high-earning professionals about Privatized Banking. And honestly, I get it. The world of whole life insurance dividends can feel a little murky. Confusing. So we brought in someone who knows…
Read MoreDeferred Sales Trust: Defer Capital Gains Taxes With More Flexibility Than a 1031 Exchange
Do you want the freedom to sell real estate at the top of the market and wait to invest until the right time, without having to rush cash into a new property with a 1031, but still be able to defer taxes? A deferred sales trust may be for you – this capital gains tax…
Read MoreWhen Should You Use a 1035 Exchange with Life Insurance?
Do you have a life insurance policy you’re concerned may not last, lacks guarantees, or may lapse, and you’re wondering how you could trade it in for a better model? The good news is that you have options, and you’re not stuck forever! Enter: the 1035 exchange. But, a strong word of caution: you need…
Read More