• Accessing Tax-Efficient Capital: Using Whole Life Policies as Liquid Assets

  • 2023/06/07
  • 再生時間： 30 分
  • ポッドキャスト

Accessing Tax-Efficient Capital: Using Whole Life Policies as Liquid Assets

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • On this episode of Family Business with Purdeep Sangha, listeners will learn about licensed accountants and insurance opportunities, wealth management challenges, and bringing professionals together in business transition processes. The speaker dives deep into different types of insurance, the benefits of tax exempt whole life policies, and how to avoid unnecessary taxes for entrepreneurs. By sharing personal and professional experiences, the speaker emphasizes the importance of financial security and acquiring insurance. Listeners will also learn about estate freezes, and how life insurance policies can cover tax bills after an individual's passing. The speaker also introduces the concept of the "pie", which has helped them save clients millions of dollars in taxes. Lastly, they touch on the importance of marketing life insurance as living insurance instead. Tune in to learn more about insurance and how it can benefit entrepreneurs and families alike.
    続きを読む 一部表示

あらすじ・解説

On this episode of Family Business with Purdeep Sangha, listeners will learn about licensed accountants and insurance opportunities, wealth management challenges, and bringing professionals together in business transition processes. The speaker dives deep into different types of insurance, the benefits of tax exempt whole life policies, and how to avoid unnecessary taxes for entrepreneurs. By sharing personal and professional experiences, the speaker emphasizes the importance of financial security and acquiring insurance. Listeners will also learn about estate freezes, and how life insurance policies can cover tax bills after an individual's passing. The speaker also introduces the concept of the "pie", which has helped them save clients millions of dollars in taxes. Lastly, they touch on the importance of marketing life insurance as living insurance instead. Tune in to learn more about insurance and how it can benefit entrepreneurs and families alike.
続きを読む 一部表示

Accessing Tax-Efficient Capital: Using Whole Life Policies as Liquid Assetsに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。