We all know about using life insurance as a wealth building tool for beneficiaries of death benefit.  Yet the masses are generally uneducated about how life insurance can be used to build and retain wealth for the insured - while living.

Consider the following:

  • We are in an era of unstable markets where a volatile 401k becomes more of a gamble than an investment,

  • Our nation has a growing trillion dollar deficit that threatens the old paradigm of save now, tax later at a lower rate, and

  • Guaranteed company pension plans are virtually a thing of the past.

Have you adjusted your wealth building strategy for this reality? 

Our guests, Okolo Schwinn-Clanton, Freedom Equity Group and Mark Purnell, CIMA financial wizards and insurance gurus share how insurance transcends traditional wealth building techniques.  Join the show for a paradigm shift to release unwealthy habits.  Find out more about Okolo Schwinn-Clanton and best selling author Mark Purnell, CIMA.