Скачать или смотреть How to Build a TAX-FREE Retirement and Legacy Using Life Insurance

Hey friends! Welcome to The Future of Finance Podcast 💕✨

What if you could retire with tax-free income, leave millions to your heirs, and not give Uncle Sam a dime?

In this episode of The Future of Finance, Marissa Wood sits down with financial industry veteran Marty Willenborg, who shares powerful strategies using life insurance, premium financing, and the Kaizen concept to create wealth, preserve it, and pass it on—without the IRS taking a cut.

If you're skeptical about whether life insurance can be more than just a death benefit, this episode will change your mind.
⏱ Timestamps:
0:00 – Intro: Meet Marty Willenborg & His 44-Year Financial Journey
1:00 – How a Cancer Diagnosis Changed Marty’s Life—and Career
4:00 – The Harsh Truth About Life Insurance When You Need It
6:15 – Why Annual Policy Reviews Are Non-Negotiable
9:35 – Living Benefits: How Life Insurance Is More Than a Death Benefit
10:05 – Term vs. Permanent Insurance: The Real Cost of “Cheap”
11:30 – What Is Indexed Universal Life (IUL)? Explained Simply
13:20 – The Kaizen Strategy: Tax-Free Income Using Bank Leverage
15:10 – How the Kaizen Plan Works (Step-by-Step)
17:40 – Real Example: $125K In, $7M Out (Tax-Free)
21:55 – “Is This Too Good to Be True?”—Addressing the Top Objection
24:00 – 401(k)s vs. IULs: Tax Implications You Need to Know
25:00 – Can’t Do Kaizen? LIRPs & Legacy Planning Options for All Budgets
26:30 – How to Set Your Kids or Grandkids Up with Millions (G-Suite Strategy)
28:30 – Final Thoughts: Stop Giving Your Legacy to the IRS

More Info on Kaizen:
https://gwtallianz.simplicityniw.com/...

🔗 Ready to take the first step?
Visit https://www.union-financial.com/ to schedule a free consultation.
💬 If this episode moved you or gave you a new perspective, please like, comment, and share it with someone who needs to hear this.


💻 Let's Chat!
💖 Schedule a complimentary call with Marissa or Lisa: Union Financial Services
https://calendly.com/mgreen-union-fin...

📩 Questions? Drop a comment below or email us at [email protected]

💡 Don’t forget to like, subscribe & hit the notification bell so you never miss an episode! Let’s make your retirement dreams a reality! 🎉

Socials:
FB:   / unionfinancialservices  
IG:   / unionfinancialservices  

#financialfreedom #moneymoves #financialplanning #personalfinance #thefutureoffinancepodcast #podcastclips #budgetingtips