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Cash Value Life Insurance: Smart Money Move or Major Mistake? with Hosts Eric Miller & Eric Gersch

Discover the truth about cash value life insurance policies - are they a smart wealth-building strategy or a financial trap? In this comprehensive guide, we break down the pros and cons of using life insurance as a wealth storage vehicle for business owners and professionals. Learn how to properly structure and utilize cash value life insurance to build long-term wealth, including when (and when not) to tap into your policy's cash value. We explore real-world examples of both successful and problematic uses of these policies, from business expansion to emergency funds. Key topics covered: - How cash value life insurance fits into a comprehensive wealth-building strategy - Smart ways to leverage policy loans for business growth and investments - Common mistakes to avoid when using life insurance as a wealth storage vehicle - The truth about different policy types and their benefits - Warning signs of improper policy usage that could harm your financial future Whether you're considering cash value life insurance or already have a policy, this video provides crucial insights to help you make informed decisions about your financial future. Perfect for business owners, professionals, and anyone interested in building long-term wealth through strategic financial planning. This straightforward discussion cuts through industry debates to deliver practical, actionable advice on using cash value life insurance as part of your wealth-building strategy. Learn how to protect your assets while creating opportunities for growth and financial security.
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Podcast Cover Episode 72 - Cash Value Life Insurance

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Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.