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Keys to Building Financial Security, Opportunity, and Generational Wealth w/ Charles Newton
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In this episode of the After Life Insurance Podcast, I talk to Charles Newton, who shares how he built a financial safety net for his family that provides him with peace of mind AND opportunities for growth.
Charles has a ton of great insights on how you can optimize your financial efficiency right now and in the future.
This guys is a wizard when it comes to the infinite banking concept, estate planning, and how to use Whole Life insurance as a versatile financial tool that can provide both security and peace of mind for people and their families.
Timestamps:
01:51 Charles' Journey from Blue Collar to Life Insurance
03:28 The Importance of Life Insurance
06:42 Understanding Buy-Sell Agreements
11:43 Infinite Banking and Whole Life Policies
23:33 Holistic Financial Planning
35:52 Intentional Living and Legacy Planning
47:58 Final Thoughts
About the Guest:
Charles Newton, a visionary with humble blue-collar beginnings, quickly realized that hard work alone wasn't enough to get ahead. Frustrated by the limitations of conventional wisdom, Charles embarked on a mission to debunk failing financial strategies and empower others to escape the rat race. Charles is Passionate about building his network and connecting others. Reach out to him @ 714 790 1976🚀
Guest Links:
✦ Main Website: www.securehf.com
✦ Linkedin: https://www.linkedin.com/in/charles-newton-656529100/
✦ YouTube: https://www.youtube.com/watch?v=cXptVeO5yQ0
Podcast links:
✦ Website: https://talipodcast.com
✦ Spotify: https://open.spotify.com/show/6nwM5YRuHLzqu4EFUjIOQ5
✦ ApplePodcasts: https://podcasts.apple.com/us/podcast/the-after-life-insurance-podcast/id1756333895
✦ YouTube: https://www.youtube.com/playlist?list=PLxeVI2Lu-UUyS7CR_-9g-XtMf3CoMZuNF
My links:
✦ Website: https://aliwiv.com
✦ The New Money Paradigm Masterclass: https://tnmp.aliwiv.com/TNMP-opt-in
✦ IUL Deconstructed Webinar: https://aliwiv.com/iul-deconstructed-opt-in
✦ More Free Resources: https://aliwiv.com/resources
✦ Are you an insurance agent looking for a unique opportunity? Go here: https://talipodcast.com/contact-me
✦ Are you looking to form win-win-win referral partnerships? Go here: https://talipodcast.com/contact-me
✦ Instagram: https://www.instagram.com/ian.vogel/
✦ Facebook: https://www.facebook.com/ianvogelmedia/
✦ TikTok: https://www.tiktok.com/@ianvogelmedia
✦ This video was made with DeScript, the best AI enhanced video recording and editing software in the known Universe: https://get.descript.com/5f13gxl2u8m3
DISCLAIMER: The information presented in this video is for educational purposes only and should not be taken as investment
Capitole
1. Keys to Building Financial Security, Opportunity, and Generational Wealth w/ Charles Newton (00:00:00)
2. Charles' Journey from Blue Collar to Life Insurance (00:01:51)
3. The Importance of Life Insurance (00:03:28)
4. Understanding Buy-Sell Agreements (00:06:42)
5. Infinite Banking and Whole Life Policies (00:11:43)
6. Holistic Financial Planning (00:23:33)
7. Intentional Living and Legacy Planning (00:35:52)
8. Final Thoughts (00:47:58)
9 episoade
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