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Agency and Family Banking

Agency and Family Banking

Released Friday, 19th April 2024
Good episode? Give it some love!
Agency and Family Banking

Agency and Family Banking

Agency and Family Banking

Agency and Family Banking

Friday, 19th April 2024
Good episode? Give it some love!
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Agency - What is it, why is it vital to flourishing as a human and how to implement the best tool I know of to bring it into your life for generations, a Family Banking strategy.

Highlights

  • The financial lessons learned from losing half his net worth during the Great Recession and his realization of the need for control over personal finances.
  • His philosophy and approach to financial education and control, derived from Ayn Rand's teachings on being a producer and growing agency in one's life.
  • The specialized design of overfunded whole life insurance known as the Family Bank, detailing how it allows for liquidity and control while simultaneously offering protection.
  • The application process for life insurance, describing it as straightforward and typically done online.


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