They’ve done it again. Steve Savant and Don Prehn have produced another good video covering the highlights of my Blog #38: Avoiding a $20 Million Dollar Mistake where I used InsMark’s Wealthy and Wise® for the evaluation.
It may be hard to believe that a life insurance policy funded by way of an asset allocation can accomplish such a significant result, but -- no smoke and mirrors -- it does exactly that.
The Suze Ormans of the world are surely lurking nearby ready to proclaim, “She should have bought term insurance”. That option is covered as well.
Once you’ve reviewed Steve and Don’s six-minute video, you may want to review Blog #38 for a more detailed evaluation. And if you are licensed for Wealthy and Wise and would like to review the data input, be sure to ask for the Case Data file (Workbook) below and following its logic should be straightforward.
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