In this episode, we ask:

• How does one grow, protect and exit a business with confidence?
• Would you like to read and review our new book, The Business Fortress: How to Grow, Protect and Exit Your Business?
• What about a higher rate of return?
• Can you get a higher rate of return in the stock market?
• Why doesn’t my whole life insurance cash value equal what I’ve put into the policy until year 7 or 10?
• If your cash value life insurance made zero gains for 10–15 years, would it still be worth adding to your portfolio?
• Are tools like whole life insurance and fixed index annuities just backups, or are they essential drivers of your financial plan?
• What are the three pillars of financial and retirement success Americans need?
• What about guaranteed lifetime income?
• What about the magic of mortality credits?
• What about smart leverage?
• Are these get-rich-quick schemes?
• Are these get-rich-for-sure strategies?
• So what would you prefer?
• What is a contract with your future?
• Why do strategies, like Bank on Yourself® type whole life insurance policies, really shine?
• Who has paid dividends for over a century, without fail?
• What about pairing a Bank on Yourself® type whole life insurance policy with fixed indexed annuities (FIAs)?
• What can outperform bonds?
• What about protection and yield?
• How do fixed index annuities provide lifetime income?
• Can annuities outperform bonds in retirement planning?
• Why are retirees with guaranteed income happier and less anxious?
• What does the 4% rule (or 3% rule) require?
• What are mortality credits?
• What amplifies growth, safely?
• Why do these policies thrive, regardless of market conditions?
• What about leverage?
• How does cash value life insurance offer leverage?
• Can you borrow against your policy and still earn uninterrupted growth?
• What is a non-direct recognition loan?
• How about an example?
• Is there any other asset that can bundle all these benefits together?
• What about privacy?
• What about structured payouts?
• Is there anything else that can do all of this?
• How might you outpace most people with a Bank on Yourself® type whole life insurance policy and fixed indexed annuities?
• What are the challenges of low rates?
• What are the takeaways?
• Who should you share this episode with?
• Would you like to meet with Mark or an associate to discuss your specific situation?