Episode Description
Do you want to know the best-kept secret to financial planning? It’s participating in whole life insurance from the right companies! In this episode, Tom Wall, the author of Permission to Spend, talks about insurance-based strategies, specifically using whole life insurance as an asset. Tom has established a reputation as an award-winning advisor and top-notch sales, and marketing leader with 20 years of experience in selling whole life insurance and competing against alternatives. He believes in incorporating actuarial science, aka insurance-based strategies, as a permission slip to spend and enjoy those years of investments that you've accumulated. He talks about these things in his books, mastermind, and now on this podcast. Tune in to learn more from him.