Trent Fortner, a 40+ year veteran in the life insurance and wealth planning space gives an 89 minute masterclass on how life insurance, if incorporated properly can completely reshape your financial plan and wealth building strategies. Trent lays the groundwork and dives into the numbers with his calculators to prove that a financial plan without life insurance can't compete with one that does.

Connect with Trent: https://trentfortner.com

00:00 Intro

00:44 Introducing Trent Fortner

01:39 Returning to Basics & Overarching Planning

02:07 LEAP and Infinite Banking

03:47 Working with Nelson Nash in the 1990s

06:26 Power of Life Insurance & the LEAP Process

06:45 Problem with Product-Centric Planning

07:33 Dr. Wade Pfau & Non-Correlated Assets

08:57 Risks of Indexed Universal Life (IUL)

12:23 Holistic Planning

15:32 LEAP Present Plan Model

21:41 Client Choices After Discovery

22:50 Addressing the “Cost” Objection

24:39 Compounding Taxes

33:24 Impact of Losses on Savings

39:08 Taxes Are a Complete Loss

44:36 Flattening Taxes

48:53 Adding Benefits with Permanent Life Insurance

49:39 Compounding vs. Whole Life Insurance

56:42 Life Insurance vs. High-Yield Savings Account

01:03:01 Rich on Paper vs Rich In Real Life

01:06:52 Ways to Use Permanent Life Insurance

01:11:37 Gains, Advantages, Risks

01:22:04 Final Thoughts

Watch the Video on Youtube for Visuals - https://youtu.be/vG8jaEDRDPQ

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*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.