Having come from a family of life insurance professionals, Mark Chesson is an encyclopedia of Life insurance and it’s advanced uses.  In this episode, you will learn how ultra high net worth families use life insurance to grow and pass money in very efficient manners.  We also discuss how policies can be structured for either optimal death benefit or optimal cash value accumulation.

If any of these concepts resonate with you or if you would simply want to know what it is like to work with a financial advisor, email [email protected] or visit http://www.calendly.com/davidpf to schedule an appointment.

Don't forget to share this article

Driving to the wrong house... are your habits serving you well?
Who does a Daily Money Manager Serve? With Amy Carrick

The next step is easy. Call us at 864-882-3781, or click below to start your insurance quote.

Related Articles

  • Ep 269: Retirement planning is Life planning

    Retirement planning is not about retirement. That's the provocation David opens with — and he means it. This episode isn't another checklist. It's a ground-up rethink of what the 5-to-10-year sprint before retirement actually demands: emotionally, philosophically, and financially. [...]

    Insurance