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Advance Your Wealth - Interview Series (Frank Seneco: Part 3)

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Manage episode 300310734 series 2834060
Inhoud geleverd door Homer Smith. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Homer Smith of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In the third and final installment of our interview series with Frank Seneco, President of Seneco & Associates, Inc., the discussion is centered around premium finance life insurance and the different types of benefit plans for private business owners.

Despite being a strategy that's been around since the 1990's, there is still a tremendous level of value associated with premium financed life insurance. Listen as Homer and Frank dive deep into this strategy and who it makes the most sense for.

Sit back, relax, and enjoy the finale of a great interview series featuring Frank Seneco!

Timecodes:

0:06 - Overview on the topic of this conversation

1:15 - The idea behind a premium finance life insurance

3:33 - The benefits of this strategy over a 5-10 year period of time

6:16 - Mistakes to avoid when it comes to this strategy

11:00 - What split-dollar means from a life insurance standpoint

12:21 - How else is life insurance utilized in succession plans for business owners

14:40 - Overview on the variety of strategies discussed throughout the interview series with Frank

15:57 - Closing remarks and disclosures

  continue reading

65 afleveringen

Artwork
iconDelen
 
Manage episode 300310734 series 2834060
Inhoud geleverd door Homer Smith. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Homer Smith of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In the third and final installment of our interview series with Frank Seneco, President of Seneco & Associates, Inc., the discussion is centered around premium finance life insurance and the different types of benefit plans for private business owners.

Despite being a strategy that's been around since the 1990's, there is still a tremendous level of value associated with premium financed life insurance. Listen as Homer and Frank dive deep into this strategy and who it makes the most sense for.

Sit back, relax, and enjoy the finale of a great interview series featuring Frank Seneco!

Timecodes:

0:06 - Overview on the topic of this conversation

1:15 - The idea behind a premium finance life insurance

3:33 - The benefits of this strategy over a 5-10 year period of time

6:16 - Mistakes to avoid when it comes to this strategy

11:00 - What split-dollar means from a life insurance standpoint

12:21 - How else is life insurance utilized in succession plans for business owners

14:40 - Overview on the variety of strategies discussed throughout the interview series with Frank

15:57 - Closing remarks and disclosures

  continue reading

65 afleveringen

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