Episode 117: Using Tardus Wealth Strategies Along with Bank On Yourself, Mark Willis CFP® episode artwork

EPISODE · Dec 28, 2023 · 27 MIN

Episode 117: Using Tardus Wealth Strategies Along with Bank On Yourself, Mark Willis CFP®

from Thinking Like a Bank · host Sarry Ibrahim

Today, Mark Willis and Sarry talk about Tardus Wealth Strategies, The Income Snowball™, and using a Bank On Yourself type whole life policy to maximize the cash value growth while also minimizing risk.  Check out this episode to learn more about Tardus, who they are, how they help people reach financial freedom in about 10 years, and how using their financial strategies along with Bank On Yourself can help increase and improve your path to financial freedom. 🔥 This episode talks about: ☑️ The Bank On Yourself concept ☑️ How does Bank On Yourself work with passive investments? ☑️ The Income Snowball™ and Tardus Wealth Strategies ☑️ The advantages of using Bank On Yourself for passive income opportunities ☑️ Using a dividend-paying whole life insurance policy as an alternative line of credit ☑️ Indexed Universal Life (IUL) vs Dividend-paying whole life insurance  ☑️  Potential downsides of using IUL policies for The Income Snowball™  ☑️ Direct vs Non-Direct Recognition ☑️ The importance of non-direct recognition policies for loans ☑️ How does the growth and cost structure differ between the two? ☑️ Long-term benefits of using dividend-paying whole life insurance To connect with Mark Willis CFP®, please visit: 👉Website:➡️https://lakegrowth.com/ 👉Linkedin: ➡️https://www.linkedin.com/in/marklakegrowth 👉Facebook: ➡️https://www.facebook.com/lakegrowth 👉Twitter: ➡️https://twitter.com/LakeGrowth 👉Instagram: ➡️https://www.instagram.com/notyouraveragefinancia/ 👉YouTube:➡️https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ 👉Not Your Average Financial Podcast: ➡️https://nyafinancialpodcast.com/ 👉Book: 📚 Amazon: Mark Willis Book 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

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Episode 117: Using Tardus Wealth Strategies Along with Bank On Yourself, Mark Willis CFP®

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