Welcome to Episode 121! In this episode, Sarry Ibrahim provides a detailed overview of the services offered to clients which includes a range of financial strategies and solutions. Schedule an introductory call with Sarry Ibrahim to explore how these services can help achieve your financial goals.
This episode talks about:
The Bank On Yourself® and it works Who is Bank On Yourself® good for? How do life insurance loans work? The advantages of borrowing against your dividend whole life insurance policy Understanding arbitrage and how it applies to leveraging dividend-paying whole life insurance Utilizing the cash value of whole life insurance for other investments, such as real estate. Using Bank On Yourself® as a source of retirement income Asset Protection Strategies Tax Benefits of Cash Value Whole Life Insurance Assistance in obtaining life insurance policies required by lenders for commercial loans and SBA loans Financial coaching and acting as an outsourced CFO to provide a second opinion on investments and financial planning advice. Long-term care insurance Medicare and Health Insurance (under 65) Annuities The client engagement process – including the intro call, financial analysis meeting, personalized solution meeting, and implementation meeting.
To learn more about what we do and how we can help you grow more wealth, please visit https://finassetprotection.com
You can also schedule a free call with us: https://calendly.com/financialservice…
Free “Thinking Like a Bank” ebook. Learn to think like a bank by downloading a free copy here: https://thinkinglikeabank.com
**Not intended to be financial advice. Please consult a professional who knows your specific situation.