Joining Jayson and Richard today is National Director, Tax and Estate Planning at IDC Worldsource Insurance Network Inc. and fellow Infinite Banker, Frank Abate. As you will hear, Frank is very passionate about helping business owners get free from the Tax Man. Just like Richard and Jayson, Frank has helped many people gain back their confidence and financial abilities with Dividend-Paying Participating Whole Life Insurance Policies. Listen as the guys explain the impact the Infinite Banking Concept has helped change the lives of many business owners and their families.
IN THIS EPISODE, YOU WILL LEARN:
- [00:07:25] Why Do CPA’s Often Miss This Strategy?
- [00:14:00] Why This Works With Business Owners & Their Corporate Plans
- [00:23:53] Tax Advantages
- [00:37:45] What Is Frank’s Inspiration?
- [00:45:56] Who Does Frank Want To Be A Hero Too?
📌 EPISODE LINKS:
Follow Frank Abate
On LinkedIn: https://www.linkedin.com/in/frank-abate-383722114/
Frank’s Message on Youtube - Power of Private Corporations Putting cash into Life policies: https://www.youtube.com/watch?v=69v5abV82iA
Frank Abate, Transferring Ownership of a Life Insurance Policy: https://www.youtube.com/watch?v=cj7iGk6NkaU
Frank walking through a Canadian Corporate Policy case: https://www.youtube.com/watch?v=hmmKyioRevM
🎙️ WEALTH WITHOUT BAY STREET LINKS
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To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda
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📚 IBC RESOURCES
Becoming Your Own Banker by R. Nelson Nash Book:
The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://wealthwithoutbaystreet.com/IBCcase
The And Asset by Caleb Guilliams:
📽️ WATCH THE DOCUMENTARY
Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/
💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/