))
Advance Your Wealth - Interview Series (Frank Seneco: Part 3)
Manage episode 300310734 series 2834060
Contenu fourni par Homer Smith. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Homer Smith ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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
61 episodes
Partager
