EP. 98 | Is Multi-Generational Legacy Planning for You? with Christian Allen and Rod Zabriskie

<p>HIGHLIGHTS OF THE EPISODE<br /><br />00:01 - Episode sponsor: Money Insights Investment Optimizer Strategy<br />00:40 - Guest introduction: Christian Allen and Rod Zabriskie<br />03:44 - The framework for working with high-income earners<br />04:11 - Generational legacy planning<br />05:28 - The Investment Optimizer, other strategies, and premium finance<br />08:37 - Cash-value life insurance as an asset<br />11:54 - Capital Avalanche<br />13:00 - Who is this strategy for? Who should start to think about these things?<br />16:41 - Who takes over the premium payments?<br />19:31 - Perpetual family banking<br />27:58 - New book by Christian, Rod, and Chris: “Money Insights for Sales Professionals”<br /><br />CONNECTING WITH THE GUEST</p><p>Website: <a href="https://moneyinsights.net/">https://moneyinsights.net/</a><br />insights@moneyinsights.net<br />Linkedin: <a href="https://www.linkedin.com/in/christian-allen-aams-awma-7a41ab54">https://www.linkedin.com/in/christian-allen-aams-awma-7a41ab54</a><br />https://www.linkedin.com › rodzabriskie</p><p><br />To learn more about all three strategies talked about today: <a href="http://www.nextlevelincome.com">www.nextlevelincome.com</a></p><p> </p><p>If you enjoyed this episode and want to learn more on how to raise your income, investments, and life to the Next-Level visit our website at Next-Level Income (nextlevelincome.com)</p>