Ep 358 - Why I Stopped Selling Stocks for Life Insurance

Wise Money Tools

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3d ago 21:13

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I started in 1986 as a traditional stockbroker — chasing market returns, diversification, and all the "smart" financial strategies. But after living through multiple crashes and seeing clients lose decades of gains overnight… I knew there had to be a better way.

The truth? The markets are rigged against consistency. You retire in the wrong year — you lose. You defer taxes in a 401(k) — you lose again when rates rise. I was done playing that game.

That's when I discovered life insurance as a wealth engine, not a death benefit. A properly designed policy isn't about dying richer — it's about living freer. It gives you liquidity, tax-free growth, leverage, and the ability to fund alternative investments — without market risk.

When I saw how a leveraged life strategy could outperform traditional portfolios while adding safety, flexibility, and legacy — I stopped selling stocks and started helping people build financial freedom the right way.

If you're tired of the same Wall Street rollercoaster and want real control over your money, it's time to see what this strategy can do for you.

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