Learn the secrets of using cash value life insurance to build and maintain wealth.
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Disclaimer:
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The views expressed are educational in nature and not intended to provide investment advice. Should you have a question, it is always best to consult with your financial or tax professional. The discussion with Andrew represent general thoughts and not specific to any particular situation.
The name “Prevail” references independent services offered by Prevail Innovative Wealth Advisors, LLC (Prevail IWA), Prevail Strategies, LLC, and Prevail Alternative Assets, LLC (PAA).
Prevail Innovative Wealth Advisors, LLC, is a federally registered investment advisor. Registration with any securities authority is not an endorsement of the services offered by the investment advisor. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Alternative Assets, LLC, was formed to provide real estate investment opportunities for high-net-worth individuals looking for diversification.
Prevail Innovative Wealth Advisors, LLC and Prevail Strategies LLC, and Prevail Alternative Assets, LLC. are affiliated because they are under common ownership and control. Prevail Innovative Wealth Advisors, LLC, Prevail Strategies LLC, and Prevail Alternative Assets LLC, do not provide tax or legal advice. You should always consult your CPA or tax professional for decisions involving tax implications present and future.
For a copy of Prevail Innovative Wealth Advisors privacy policy, Disclosure Brochure (Form ADV Part 2A), and Client Relationship Summary (Form ADV Part 3), please contact your Investment Advisor Representative or call our main office at (913) 295-9500.
**Wealth Nation makes content available as a service to its customers and other visitors to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals before taking any action.
The Infinite Banking Concept® is a trademark of Infinite Banking Concepts, LLC, with which Wealth Nation is not associated or endorsed.
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About:
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How Do Wealthy People Use Life Insurance? We sit down with Andrew Stafford, President of Prevail Innovative Wealth Advisor to discuss Infinite Banking, Cash Value Life Insurance, and Wealth Management strategies. Life Insurance only represents a piece of a sound Financial Plan. Check out this video to learn How Do Wealthy People Use Life Insurance.
**Thoughts and opinions expressed are educational in nature and not meant to provide individual investment advice.
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