S2 EP11 Unlocking Business Potential, Planning and Policies

Unlocking Business Potential, Planning and Policies

In this episode of 'Save Yourself', the founders of Unlimit Wealth - Jordan Cole, Mike Schwallie, and Brad Low, highlight a variety of financial strategies and planning tools beneficial for businesses. They delve into the benefits of using uniquely structured policies to solve assorted problems for business owners, targeting aspects like retention and protection of assets. They further share a case study on a successful transportation business, discussing how the application of a buy-sell agreement and the use of infinite banking techniques resulted in significant growth and value of the business. Unlimit Wealth team also talks about the use of permanent insurance policies along with key person insurance strategy as a retention tool.

00:00 Introduction to Unlimit Wealth Podcast
00:30 The Power of Infinite Banking for Business Planning
01:52 Case Study: Utilizing Infinite Banking in Business
02:21 The Role of Buy-Sell Agreements in Business
03:48 The Impact of Business Growth on Buy-Sell Agreements
04:36 Capital Efficiency and Infinite Banking
04:57 The Benefits of Infinite Banking for Seasonal Businesses
07:09 Transforming Business Expenses into Assets
09:25 Retaining and Protecting Key Employees in Business
10:46 The Power of Deferred Compensation for Employee Retention
16:01 The Importance of Customized Financial Solutions for Businesses
17:03 Conclusion and Invitation to Engage with Unlimit Wealth