BYOB: Creating The Entity with Nicole Tate

from Wade Borth - Sage Wealth Strategy · host Wade Borth, Nicole Tate

In this episode, Wade and Nicole discuss how people become frozen when they lack knowledge about something new. They are unsure how to move forward with this new idea - what are the next steps/process? This chapter is like the instruction manual. What is the tool I'm going to build and use? IBC is about a professionally managed portfolio done at an institutional level that is guaranteed to never go backward. Choose to be a part of that system. Highlights Creating an entity for your pool of capital Importance of life insurance and taking control of your banking function Characteristics of a whole life insurance The benefits of a Properly Structured Life Insurance Policy What is the Maximum Efficient Contract? The benefits of having a contractual law Why get whole life insurance over universal life insurance? Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ [email protected]

Episode metadata supplied by the publisher feed · Published Oct 7, 2022

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BYOB: Creating The Entity with Nicole Tate

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