How to use life insurance as a financial planning tool, with Marc Beshears

How to use life insurance as a financial planning tool, with Marc Beshears

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Publish Date:
12 October, 2022
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

What if there was a way to increase your financial security, expand your access to capital, and retain control over your money in a way that stocks and 401(k)s don’t always offer? 

Our guest this week, Marc Beshears, is here to explain one option for financial planning and management that not many talk about: life insurance.

Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He’s on a mission to educate individuals, families, and business owners on how to achieve their financial certainty by growing, protecting, and leveraging their wealth in a safe and predictable environment. 

Tune into the episode for the full conversation about how life insurance can be an underrated tool for planning your financial future, Marc’s background (from golf to real estate to life insurance), and the benefits you could enjoy when you take control of your money, instead of ceding it to someone else. 

Here’s a Glimpse of What You’ll Learn: 

How to use life insurance as a place to “park” your money
More of Marc’s personal background, including his time involved with golf
How a string of hurricanes in Florida actually helped steer Marc towards the life insurance industry
Marc’s advice for taking control of your money (as an alternative to giving over that control to other entities)
Some of the other businesses Marc has started thanks to his increased access to capital out of his life insurance policy
How Marc measures success in his business 
Some of the best habits Marc has kept up that help him stay successful in business and in life  




Resources Mentioned in This Episode: 

Marc’s company, Top Wealth Agenda
Marc Beshears on LinkedIn
“Start with Why: How Great Leaders Inspire Everyone to Take Action” by Simon Sinek
Get a free “financial MRI” from Marc
40 Strategy
Contact 40 Strategy
Carl J. Cox on LinkedIn
Sponsor for this episode...
This episode is sponsored by 40 Strategy.
https://www.40strategy.com/

40 Strategy provides strategic planning and consulting to help organizations realize and achieve their dreams by creating and measuring KPIs for success.

Unfortunately, most organizations only spend 2% of their time—or about 40 hours per year—on building an effective strategy.

Increasing the success of those 40 hours is what 40 Strategy does because your success is their passion—and that's why organizations look to them for guidance.

Not only does 40 Strategy help you craft and implement an effective strategy, but they’ll also work to facilitate teams with proven practices and help with your scenario planning.

Harvard research shows that you can triple your success when you use the right Key Performance Indicators. Who doesn't want that?

If you have questions, you can reach out through their website or email them at [email protected].


Did you miss our previous article...
https://wealthvideos.club/Financial-Planning/what-is-financial-planning-and-its-importance