Estate taxes can pose a serious financial challenge for foreign nationals & wealthy global citizens with U.S. assets, but there's a...

Ever wonder how to generate $584,000 a year, income tax-free, for life? Today, I’m breaking down exactly how to do it—starting with a $20...

This is a $20 million life insurance design for a 40-year-old. Location doesn’t matter—this strategy works nationwide and even for global...

Jaw-Dropping Case Study Results Revealed! This video will explore premium finance options for a High Net Worth couple looking into a $10...

Outsmart the IRS Legally! Are you a high-earning business owner or executive struggling to save on taxes? Maxed out on 401(k)...

Let’s talk about premium finance life insurance and why a second opinion could save you big. A client brought me a $5M proposal—sounds...

As business owners, we deal with constant challenges. And this summer, the Supreme Court added to the mix with a major ruling on buy-sell...

Archimedes famously said, "Give me a lever long enough and a fulcrum on which to place it, and I shall move the world." Today, we'll...

Are you looking for the best way to get life insurance? In this informative video, we dive deep into the process of financing your life...

Hey everyone! Today, we're diving into cash value life insurance—a topic often misunderstood but incredibly important. There's a serious...

In this video, I’ve got something exciting for business owners—how to add a preventive wellness plan on top of your medical benefits that...

Ever wonder what sets the Rockefellers apart from the Vanderbilts? Today, we’re diving into a tale of two families and how their choices...

Retirement planning does not have to be a mystery. Subscribe: youtube.com/channel/UC1QfA0pOK5sF_KIgE9359WA?sub_confirmation=1 Schedule...

Ever wondered why your financial advisor or the media advises against life insurance? Today, we're diving into why that advice might be...

Ever wondered if buying term insurance and investing the difference is truly the best strategy? I recently dug deep into Dave Ramsey's...

Would you like to know the Real Reason You Can't Retire? Are you ready to rethink your retirement strategy? In this video, I’m diving...

A more thoughtful approach regarding when to take income from downside-protected insurance assets can make a massive difference in...