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

Описание: “Seventy percent of wealth is lost between generations”, so today, we talk about generational wealth and how best to manage it. Joining us in this episode are my friends, Christian Allen and Rod Zabriskie from Money Insights.

Christian brings the vision, drive, and focus to Money Insights! He started in the financial services industry in 2004 working as an advisor with Beneficial Financial Group. Since that time, he’s held a variety of industry leadership and management positions including sales manager, regional marketing director, and associate partner before starting Money Insights, an alternative wealth planning firm for high-income earners, in 2014.

Christian started Money Insights because traditional financial planning is broken, plain and simple! This is especially true for high-income earners. After spending the first 6 years of his career managing stocks, bonds, and mutual funds, Christian realized that he wasn’t having the impact on people’s lives that he intended. He also noticed a glaring trend as he met with clients. The great majority of his wealthy clients were doing more than just putting money in their 401k’s or IRA’s and hoping the market would do the rest. These highly successful individuals were active investors in the alternative space and had set out to find better ways to build wealth. Christian made the commitment to focus on only the most innovative, effective strategies for helping clients build their net worth. This is the driving force behind the strategic wealth-building firm, Money Insights.
Christian’s team specializes in helping clients understand and implement alternative wealth-building strategies. These are powerful strategies designed for the high income and/or high net worth individual and business. He and the Money Insights team work collaboratively to design customized, high-impact solutions to help clients go from high income to high net worth!

Rod is the managing partner of Money Insights. He heads up all things client-facing. This includes our education, implementation, and ongoing strategic review efforts.
His path started while in college when he was introduced to the books Rich Dad, Poor Dad, and Cashflow Quadrant, by Robert Kiyosaki, as well as material from other outside-the-box thinkers. This opened his eyes to the broad possibilities of placing your destiny in your own hands, particularly by being open-minded to alternative concepts and ideas and not expecting mainstream ways to lead to excellence.

Through his work with Money Insights, he has the privilege every day of connecting with like-minded clients who are looking for a better way to build and protect wealth. Rod and the Money Insights team place significant emphasis on educating clients on the strategies and the philosophy behind them. Understanding the benefits is critical; understanding the inner workings that make the strategies so powerful is just as important.
Since 2009, he has worked in financial services, joining forces with Christian in 2010. During that time, Rod has become an expert in the field of advanced planning strategies utilizing life insurance and annuities. He now works on a daily basis with high-income earners on both the personal and business sides to accelerate their wealth building, optimize their investing, and discover innovative ways to move from high-income to high net worth!

HIGHLIGHTS OF THE EPISODE

00:00 - Introduction
00:01 - Episode sponsor: Money Insights Investment Optimizer Strategy
00:40 - Guest introduction: Christian Allen and Rod Zabriskie
03:44 - The framework for working with high-income earners
04:11 - Generational legacy planning
05:28 - The Investment Optimizer, other strategies, and premium finance
08:37 - Cash-value life insurance as an asset
11:54 - Capital Avalanche
13:00 - Who is this strategy for? Who should start to think about these things?
16:41 - Who takes over the premium payments?
19:31 - Perpetual family banking
27:58 - New book by Christian, Rod, and Chris: “Money Insights for Sales Professionals”

CONNECTING WITH THE GUEST
Website: https://moneyinsights.net/
[email protected]
Linkedin:   / christian-allen-aams-awma-7a41ab54  
  / rodzabriskie  

To learn more about all three strategies talked about today: https://www.nextlevelincome.com

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)

#highincome
#multigenerationalwealth
#legacy