Building wealth over a lifetime is difficult, but maintaining it can be even more challenging. Short term uncertainties with tax rates, economic cycles, geopolitical events, interest rates and many other factors can disproportionately influence your long term decisions if you let them.
In this course, we’ll cover some fundamental principles of putting together a solid strategy for wealth accumulation and long term retention. You may be familiar with some of these ideas, but for the average investor, many of these topics may be new concepts.
In this course, we’ll cover:
- Challenges and threats to wealth building
- Your tax free “vault”
- Whole life insurance
- Indexed Universal Life
- Putting a your tax free “vault” to use
- Accelerated benefits
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