Tuesday Mar 18, 2025

How the Ultra-Wealthy Build & Protect Wealth (Beyond Stocks & 401(k)s)

Ever wonder how the ultra-wealthy grow and protect their fortunes without relying on stocks or traditional retirement plans? In this insightful episode of 93 Million with Doug Andrew, Doug Andrew and his expert team unveil the secret strategies used by banks, billionaires, and savvy entrepreneurs to multiply wealth and minimize risk—far beyond Wall Street.

Join host Greg Duckwitz along with Doug Andrew, Emron Andrew, Aaron Andrew, and special guest Brandon Johnsen, as they explore sophisticated yet accessible wealth-building techniques like Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI), and Indexed Universal Life (IUL). Discover how these tools offer tax-free growth, unparalleled liquidity, and safe, positive leverage that even the most conservative institutions rely upon.

This episode also addresses the "ticking tax time bomb" within traditional IRAs and 401(k)s, and why Uncle Sam is the last partner you'd ever want in your retirement plan. Learn how to harness strategies that provide greater liquidity, control, and predictability in your financial future, protecting you from market downturns and unforeseen financial pitfalls.

Tune in to uncover the wealth management principles typically reserved for the financial elite and learn how you can apply them to achieve greater financial security and freedom.

Key topics covered: Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI), Indexed Universal Life (IUL), tax-free retirement strategies, leveraging wealth, liquidity and control.

Comments (0)

To leave or reply to comments, please download free Podbean or

No Comments

Copyright 2025 All rights reserved.

Podcast Powered By Podbean

Version: 20241125