Whole Life Insurance Is NOT an Investment (Here's What It Really Is) скачать в хорошем качестве

Whole Life Insurance Is NOT an Investment (Here's What It Really Is)

Whole Life Insurance is widely misunderstood, yet for billionaires and family offices, it’s a powerful tool for long-term financial security. While most people see life insurance as an expense, the wealthy use Whole Life Insurance as a financial foundation—one that offers liquidity, tax-free growth, and a guaranteed rate of return. In this episode, Caleb Guilliams, founder of BetterWealth, joins me to break down the real benefits of Whole Life Insurance—and how to use it the way the wealthy do. We discuss why most policies are structured incorrectly, the biggest mistakes to avoid, and why banks and billionaires hold massive amounts of Whole Life Insurance as part of their asset allocation strategy. Key Takeaways with Caleb Guilliams 00:00 Intro 01:00 From Banking to Building BetterWealth 03:55 Why Whole Life Insurance is NOT an Investment 04:08 Why Most Off-The-Shelf Life Insurance is Garbage 06:24 Understanding the Utility of Whole Life Insurance 08:43 Borrowing Against Your Policy to Invest 08:54 Tax Benefits That Make Whole Life a Financial Superpower 12:55 The Major Benefits of Whole Life Insurance 20:40 The Biggest Downsides of Whole Life Insurance 25:46 Avoid THESE Whole Life Insurance Mistakes #wholelifeinsurance #wealthstrategy #financialsecurity Want to listen to the full interview with Caleb Guilliams? Visit http://justindonald.com/232 =========================== About Caleb Guilliams =========================== Caleb Guilliams is the founder and CEO of BetterWealth, a financial education and wealth-building company. He specializes in helping entrepreneurs and high-income earners use Whole Life Insurance as a strategic financial tool to unlock liquidity, tax advantages, and long-term security. Caleb is also the author of The AND Asset, a book that explains how to maximize financial efficiency using life insurance. =========================== Subscribe on YouTube =========================== Subscribe to our channel and receive the latest YouTube interviews!    / @thelifestyleinvestor