Coffee Break – Episode 88: Storing Your Safe Money
- Author
- Mark Bertrang
- Published
- Wed 01 Dec 2021
- Episode Link
- https://traffic.libsyn.com/secure/investmentsdonthug/Storing_Your_Safe_Money.mp3
What can you learn about an 80-year-old woman who needed three things to happen with her safe money? Number one – A better return than the bank. Number two - No taxes due on her gains, and Number three - an immediate increased estate for her children; Plus, the availability and liquidly of her money, if needed. Here’s a real-life story using the Life Insurance Asset.
