EPISODE #083

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TAX GUIDE

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Co-Opt The Big Banks’ Secret Strategy

In this episode, John and his longtime friend and fellow financial advisor Barry Dyke discuss crony capitalism, the risks inherent in the market, and the secret that the big banks know but won’t tell you.

John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It. He has lectured extensively on financial planning and is a recipient of the Five StarSM Wealth Manager Award.

Don’t miss these takeaways:

  • Low interest rates are forcing more people into the market in search of yield. Yet, the volatility of the market can destroy their retirement plan.
  • The big banks won’t tell you that cash value life insurance is the most stable place to put your money—but that’s where they put theirs! Their tier one capital—their general fund—has to be in the safest place possible.

Plus:

  • In whole life insurance, the money grows tax-deferred, and the cash on the balance sheet can then be leveraged. The banks use it to loan out just about unlimited amounts of money.
  • All of the biggest companies, from banks to media companies, are also turning to life insurance companies to manage their pensions because of the guaranteed payout.
  • Whole life insurance provides guaranteed liquidity in the form of the death benefit. It’s a known number that’s going to be delivered on a certain date. When it comes right down to it, you have no idea about the value of any other asset on the date of death.

Whole life insurance has so many benefits: savings and inheritance strategies, a tax-deferred nature, stability, and predictability—all of which add up to a great foundation for your retirement plan.

For details, listen to John and Barry’s entire conversation here, and then download our up-to-the minute guide, Eight Steps of Financial Success, which brings together everything we want to achieve in the financial planning process.

You’ll find many other valuable resources on our website, such as our 19 Sources of Retirement Income Guide, which offers ways to increase your existing retirement income. You’ll also see my newest book, It’s Your Wealth—Keep It.

If you’re an existing client, schedule a Wealth Curve Catch-up call here. If you are new to Smallwood Wealth, schedule a Wealth Curve Conversation here. You can also connect with us on social media, or call us at (800) 797-1000. Set up a free, no-obligation 30-minute phone call with a qualified advisor. We’ll help you understand your current plan and how you can improve it to meet your goals.

Talk to a Smallwood Wealth Management Financial Advisor

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