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Don’t Spread the Wealth: How to Leverage the Family Banking System to Own All the Gold, Make the Rules, and Enjoy Generational Riches https://www.amazon.ca/Dont-Spread-Wealth-Leverage-Generational-ebook/dp/B0CW19QSGT/
Website: https://dontspreadwealth.com/
Cash flow is king. But are you managing yours like the ultra-wealthy?
In this episode, Jason Weiss collaborates with us to break down how the ultra-wealthy structure their cash flow to maximize liquidity and build wealth that lasts generations. He introduces the barbell strategy, a powerful approach to positioning capital inside participating whole life insurance for both immediate cash flow and long-term security. He also explains why most business owners don’t plan ahead for liquidity events and how strategic premium financing can solve that issue.
You’ll learn how to leverage participating whole life insurance as an operating capital account and position yourself for future liquidity events.
Stop letting your money sit idle and start making it work for you. Learn how to take control of your cash flow like the ultra-wealthy do!
WATCH▶️ Secure Cash Flow Like the Ultra-Wealthy Do
Key Points:
00:00 Introduction.
03:45 Barbell analogy.
06:08 Cash flow vs. liquidation planning.
10:29 Real estate investors and whole life insurance.
15:14 Funding strategies.
17:45 Role of premium financing.
21:50 Structuring policies for long-term stability.
28:00 Leveraging assets.
31:26 Avoiding common financing pitfalls
36:16 Funding strategies.
40:30 Maximizing ROI.
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Jason Weiss is an attorney and financial strategist with 27 years of experience helping business owners optimize cash flow and long-term wealth strategies. Specializing in participating in whole life insurance, he focuses on positioning capital efficiently to secure future liquidity events. His expertise bridges the gap between daily cash flow management and strategic wealth preservation, ensuring business owners and real estate investors maximize their financial potential. His innovative barbell approach helps clients secure cash flow today while planning for significant capital events in the future.
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ORDER A COPY OF OUR NEW BOOK!
Don’t Spread the Wealth: How to Leverage the Family Banking System to Own All the Gold, Make the Rules, and Enjoy Generational Riches https://www.amazon.ca/Dont-Spread-Wealth-Leverage-Generational-ebook/dp/B0CW19QSGT/
Website: https://dontspreadwealth.com/
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