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What I Do
I'm extremely uncomfortable telling you how good I am, but it's important for you to know that my team and I are the best in the world at what we do. My work has moved 100s of millions of dollars into assets that not enough of the world is familiar with to help position people for more wealth.
One of our specialties is helping people use a non mainstream tool for building wealth: Life Insurance. Most are surprised by this, yet billions of dollars each year go quietly into highly cash concentrated life insurance policies by corporations, banks, and wealthy individuals. It's the most misunderstood financial tool I know, yet arguably the most powerful.
Many people take the liberty of claiming their book as a best seller. Mine actually is. It's been on the best seller's list for the last 10 years because it's written to be simple, concise, and accurate. It's the absolute #1 most recommended book on how you can use life insurance as a tax free vehicle to supercharge your wealth. If you haven't read it, it's where I recommend you can start.
One of our specialties is helping people use a non mainstream tool for building wealth: Life Insurance. Most are surprised by this, yet billions of dollars each year go quietly into highly cash concentrated life insurance policies by corporations, banks, and wealthy individuals. It's the most misunderstood financial tool I know, yet arguably the most powerful.
Many people take the liberty of claiming their book as a best seller. Mine actually is. It's been on the best seller's list for the last 10 years because it's written to be simple, concise, and accurate. It's the absolute #1 most recommended book on how you can use life insurance as a tax free vehicle to supercharge your wealth. If you haven't read it, it's where I recommend you can start.
How Can I Help You?
Whether you are an individual who wants to be better poised for wealth building opportunities, or a financial professional who wants to up your game, I can help.
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What Readers Say:
"Simple. Concise. Informative. I can appreciate anyone who makes the attempt to help the public understand this most misunderstood tool for building wealth and peace of mind."
- Norman Wade
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