Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Ann Tsung, MD, MPH, Ann Tsung, MD, and MPH. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ann Tsung, MD, MPH, Ann Tsung, MD, and MPH or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

79 - How to Double Dip on Gains Tax Free Using High Cash Value Life Insurance Policies with Money Insights

44:41
 
Share
 

Manage episode 513819863 series 2971139
Content provided by Ann Tsung, MD, MPH, Ann Tsung, MD, and MPH. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ann Tsung, MD, MPH, Ann Tsung, MD, and MPH or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ever wish your money could grow in two places at once?

Brennan and Blake from Money Insights join Dr. Ann Sung to reveal a wealth strategy that turns idle cash into a powerful investment engine. Discover how high cash value life insurance—used the right way—can help you earn tax-free compounding growth while funding your next big move.

They break down how this “Investment Optimizer” gives investors more liquidity, safety, and control, so every dollar you earn keeps working even when you’re between deals.

Tune in and start building a system where every dollar you own keeps growing, even while you sleep.

Key Points From This Episode:

  1. How to make your money grow safely in two places at once
  2. Why high cash value life insurance can outperform traditional savings
  3. Turning idle funds into an opportunity engine through the Investment Optimizer
  4. Borrowing against your policy while it continues to compound
  5. How to earn tax-free growth and create generational wealth
  6. The flexibility of policy loans and why repayment isn’t required
  7. A real-world case study showing how a 12% return becomes 15%
  8. How to protect your wealth while keeping liquidity and control
  9. Think about how much money you are losing by having cash sitting in your bank account

Resources:

Listen to the previous episodes here

Welcome to Productivity MD where you can learn to master your time and achieve the 5 freedoms in life!

Show Notes - How to Double Dip on Gains Tax Free Using High Cash Value Life Insurance Policies with Money Insights

Please subscribe and leave a review so you can help others who need the knowledge most discover this podcast.

Visit https://www.productivitymd.com/ to learn more

Here are 3 ways I can help you reclaim your time and be more productive:

#1: Book a 15 minutes 1 Year 1-1 Peak Performance and Productivity Coaching Qualification Call now to learn more and take control of your time!

#2: Join my Private Facebook Group and get full access to my 7-day Video Masterclass to 3X Your Productivity

#3: Subscribe to Productivity MD Podcast (Formerly It's Not Rocket Science) on Health, Relationships, and Productivity or watch in YouTube.

Follow Ann Tsung MD, MPH on

Ann Tsung on Facebook

Ann Tsung on YouTube

Ann Tsung on LinkedIn

Ann Tsung on Instagram

Ann Tsung on Twitter

https://www.productivitymd.com/2025/10/15/episode-79/

  continue reading

79 episodes

Artwork
iconShare
 
Manage episode 513819863 series 2971139
Content provided by Ann Tsung, MD, MPH, Ann Tsung, MD, and MPH. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ann Tsung, MD, MPH, Ann Tsung, MD, and MPH or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ever wish your money could grow in two places at once?

Brennan and Blake from Money Insights join Dr. Ann Sung to reveal a wealth strategy that turns idle cash into a powerful investment engine. Discover how high cash value life insurance—used the right way—can help you earn tax-free compounding growth while funding your next big move.

They break down how this “Investment Optimizer” gives investors more liquidity, safety, and control, so every dollar you earn keeps working even when you’re between deals.

Tune in and start building a system where every dollar you own keeps growing, even while you sleep.

Key Points From This Episode:

  1. How to make your money grow safely in two places at once
  2. Why high cash value life insurance can outperform traditional savings
  3. Turning idle funds into an opportunity engine through the Investment Optimizer
  4. Borrowing against your policy while it continues to compound
  5. How to earn tax-free growth and create generational wealth
  6. The flexibility of policy loans and why repayment isn’t required
  7. A real-world case study showing how a 12% return becomes 15%
  8. How to protect your wealth while keeping liquidity and control
  9. Think about how much money you are losing by having cash sitting in your bank account

Resources:

Listen to the previous episodes here

Welcome to Productivity MD where you can learn to master your time and achieve the 5 freedoms in life!

Show Notes - How to Double Dip on Gains Tax Free Using High Cash Value Life Insurance Policies with Money Insights

Please subscribe and leave a review so you can help others who need the knowledge most discover this podcast.

Visit https://www.productivitymd.com/ to learn more

Here are 3 ways I can help you reclaim your time and be more productive:

#1: Book a 15 minutes 1 Year 1-1 Peak Performance and Productivity Coaching Qualification Call now to learn more and take control of your time!

#2: Join my Private Facebook Group and get full access to my 7-day Video Masterclass to 3X Your Productivity

#3: Subscribe to Productivity MD Podcast (Formerly It's Not Rocket Science) on Health, Relationships, and Productivity or watch in YouTube.

Follow Ann Tsung MD, MPH on

Ann Tsung on Facebook

Ann Tsung on YouTube

Ann Tsung on LinkedIn

Ann Tsung on Instagram

Ann Tsung on Twitter

https://www.productivitymd.com/2025/10/15/episode-79/

  continue reading

79 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play