Connecting with financial professionals throughout the industry
Life Insurance in Retirement - You may not NEED it, but here is why you may WANT it!
In this video, I welcome a friend, colleague, and expert on Life Insurance, Tom Suvansri to help us better understand Life Insurance in Retirement, and why we may say we ...don't NEED it, but also, why we may find that we WANT it!
You don't wanna miss this. Check it out!
And check out some of our other YouTube videos too...
DISCLAIMER: This video is meant to contain only helpful hints and education. It is not specific tax, legal or investment advice, and is not intended to sell insurance or investment products. Before considering acting on anything you see in this video, first consult with your insurance, tax, legal or investment advisor.
While the information expressed in this video is believed to be accurate at the time it was recorded, neither Bryan McCloskey, MS, CASL® nor Revisionist Wealth/Revisionist Wealth Advisors, LLC make any guarantees to its accuracy.
Bryan McCloskey, MS, CASL ®, is an Investment Advisor Representative with Revisionist Wealth Advisors, LLC, an independent Registered Investment Advisory firm in Pennsylvania and Connecticut.[+] Show More
Life Insurance in Retirement - You may not NEED it, but here is why you may WANT it!
In this video, I welcome a friend, colleague, and expert on Life ...
In this video, I welcome a friend, colleague, and expert on Life Insurance, Tom Suvansri to help us better understand Life Insurance in Retirement, and why we may say we ...don't NEED it, but also, why we may find that we WANT it!
You don't wanna miss this. Check it out!
And check out some of our other YouTube videos too...
DISCLAIMER: This video is meant to contain only helpful hints and education. It is not specific tax, legal or investment advice, and is not intended to sell insurance or investment products. Before considering acting on anything you see in this video, first consult with your insurance, tax, legal or investment advisor.
While the information expressed in this video is believed to be accurate at the time it was recorded, neither Bryan McCloskey, MS, CASL® nor Revisionist Wealth/Revisionist Wealth Advisors, LLC make any guarantees to its accuracy.
Bryan McCloskey, MS, CASL ®, is an Investment Advisor Representative with Revisionist Wealth Advisors, LLC, an independent Registered Investment Advisory firm in Pennsylvania and Connecticut.[+] Show More
Whole Life Insurance Case Study (19 years), with Tom Suvansri
Whole Life Insurance Case Study, with Tom Suvansri How does whole life ...
Whole Life Insurance Case Study, with Tom Suvansri
How does whole life insurance work out over the years?
Today, we're looking at a real-world case study of someone with basic ...whole life insurance policies that have become very productive and efficient assets when thinking long-term.
We'll discuss how policies for self, spouse, young kids, and future grandchildren work together, with the newest policies turning the corner and creating more cash value than annual premiums and using the dollars to invest into cash-flowing assets that help fund the premiums.
We'll explore how you can establish policies for future grandkids to begin the legacy planning using life insurance as a foundational piece of their financial lives and teaching them how to use it.
If you want to see how Infinite Banking can work for your family ... tune in now!
👉 👉 Ready to move forward with Privatized Banking, alternative investments, or cash flow strategies to coordinate your finances so that everything works together to improve your life today and accelerate time and money freedom? Book an Introductory Call with our team today: https://themoneyadvantage.com/calendar/[+] Show More
#16-2 Talking with IBC Practitioner Tom Suvansri
We all seem to stumble onto this IBC Whole Life Insurance tool. Listen ...
We all seem to stumble onto this IBC Whole Life Insurance tool. Listen in to Tom road to starting his legacy for his family and how his friend was surprised ...as well. And, how can we share and collaborate more to help and serve more.
Podcast 116: How to Fund College Without Breaking the bank with Tom Sunsvari
Tom Suvansri holds an MBA in finance from Penn State University, and ...
Tom Suvansri holds an MBA in finance from Penn State University, and after working in the pharmaceutical industry for 15 years, he founded Premier Trust Advisors. Tom teaches his clients ...how banks, insurance firms, and brokerage houses make money and how to use those same strategies to build personal wealth with less risk. His work is informed by his life experiences, in particular watching his parents, who lacked financial literacy, lose control of the wealth they worked so hard to build. This very personal motivation drives Tom to serve the families, professionals, and business owners he works with to help them establish control, freedom, and certainty over their finances.[+] Show More
Family Banking with Tom Suvansri
Tom Suvansri holds an MBA in finance from Penn State University, and ...
Tom Suvansri holds an MBA in finance from Penn State University, and after working in the pharmaceutical industry for 15 years, he founded Premier Trust Advisors. Tom teaches his clients ...how banks, insurance firms, and brokerage houses make money and how to use those same strategies to build personal wealth with less risk. His work is informed by his life experiences, in particular watching his parents, who lacked financial literacy, lose control of the wealth they worked so hard to build. This very personal motivation drives Tom to serve the families, professionals, and business owners he works with to help them establish control, freedom, and certainty over their finances.
Look for REI Mastermind Network and subscribe through iTunes or your favorite podcast app! If you like what you hear please give us a rating, like, and share. It really helps the show grow.
"You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - JD[+] Show More
Building Wealth, with Tom Suvansri
Many of us define wealth by what we can quantify in our bank accounts, ...
Many of us define wealth by what we can quantify in our bank accounts, but today’s guest on Uncorking a Story, Tom Suvansri, thinks that’s way too limiting. His story ...is a wakeup call for anyone who thinks wealth can be measured solely in dollars and cents.
Meet Tom Suvansri
Tom graduated from Penn State University with an MBA in Finance after earning his BA in Biology from the College of New Jersey. Prior to starting his firm Perennial pride, Tom spent 15 years in the Pharmaceuticals industry. He joined me on Uncorking a Story to talk about his book Wealth Beyond the Numbers: A Simple by Powerful Financial and Life Plan for Living Your Best Life.
Key Topics:
1. How a check of his credit report led to Tom realizing his mother had been borrowing large sums of money in his name without his knowledge.
2. Why Tom has made it his mission to help other people avoid the traps of debt and build financial security.
3. Why Tom believes real wealth isn’t just monetary, but having a purpose in life.
4. Why Tom talks to his clients about meaning prior to helping them with their finances.
5. Key principles to leading a wealth filled life.
Buy Wealth Beyond the Numbers: A Simple by Powerful Financial and Life Plan for Living Your Best Life on Tom’s Website
Connect with Mike
Website: https://uncorkingastory.com/
Youtube: https://www.youtube.com/channel/UCSvS4fuG3L1JMZeOyHvfk_g
Instagram: https://www.instagram.com/uncorkingastory/
TikTok: https://www.tiktok.com/@uncorkingastory
Twitter: https://twitter.com/uncorkingastory
Facebook: https://www.facebook.com/uncorkingastory
LinkedIn: https://www.linkedin.com/company/uncorking-a-story/
If you like this episode, please share it with a friend. If you have not done so already, please rate and review Uncorking a Story on Apple Podcasts, or wherever you get your podcasts.
#podcast #investing #wealth #author #authorinterview #whattoread #writer[+] Show More
Perennial Pride with Tom Suvansri
Tom Suvansri, a client and the founder of Perennial Pride, is welcomed ...
Tom Suvansri, a client and the founder of Perennial Pride, is welcomed by Mike! Tom is a wonderful person and an even better client, and he now has a brand ...to be proud of! Mike and Tom discuss Mike's path of creating his brand, including how he used his individuality to establish a business that is all about him, his approach to money management, and how he finally celebrates his authenticity.
Highlights
Who is Tom Suvansri? - 00:00
Mindset on brand cultivation - 01:08
Peeling back the layers of Perennial Pride - 02:48
The evolution and soul searching process - 03:27
Pusing new brands in the market with authenticity - 06:00
What is Perennial Pride all about? - 08:18
Tactically using an abstract process: interaction, tools, and infinite ways - 11:56
Advice on the importance of brand - 14:26
Finance your life and your family’s future - 20:00
How to escape your w-2 and live a life of purpose and abundance with Tom Suvansri - REIA 431
After working in the pharmaceutical industry for 20+ years, he founded ...
After working in the pharmaceutical industry for 20+ years, he founded Perennial Pride which allowed him to leave his corporate job and pursue his passion and purpose. Tom teaches principles ...and strategies that help families recapture ownership of their financial lives so they can design the life they truly desire.
Main point:
What’s your approach to wealth building that makes you unique to work with?
What is the process and model you leverage to help your clients?
What inefficiencies do you typically see in your clients’ financial profiles after you’ve worked through your process model?
How do financial institutions control people’s wealth?
What is the biggest area of financial exposure for the clients you serve? Where are the biggest opportunities to build wealth most aren’t exploring?
What is the Infinite Banking Concept?
What would you say are some the of big keys to growing your wealth?
What is the one area of wealth building that gets overlooked by the typical advisor?
On this episode of Alternative Wealth, host Ryan Kolden welcomes Tom ...
On this episode of Alternative Wealth, host Ryan Kolden welcomes Tom Suvansri, a wealth strategist and authorized IBC practitioner at Perennial Pride. Tom discusses the infinite banking concept, sharing insights ...on how to create a family bank for financial management. He explains how this alternative approach offers more control and freedom in cash flow and finance, serving as a unique banking vehicle. Tune in to learn about strategies and tactics for making better financial decisions with Tom's expert advice.
Connect with Tom:
YouTube: https://www.youtube.com/@UC6N7YVoDx7BSRdiYRRb1BiA
=======================
➡️ Start Here: https://koldenwealth.com/
————————————
📕 Download the 14 Tax Strategies E-Book for Business Owners & High Income Earners: https://koldenwealth.com/14taxstrategies-page
————————————
📲 Book a Strategy Consultation: https://koldenwealth.com/calendar
————————————
📩 Subscribe to the Newsletter: https://koldenwealth.com/newsletter
————————————
🎙️ Listen to the Podcast: https://alternativewealthpodcast.transistor.fm/subscribe
=======================
Chapters:
[00:01:19] The infinite banking concept.
[00:05:29] Infinite banking benefits.
[00:09:21] Leveraging assets and liabilities.
[00:13:50] Implementing IBC for business owners.
[00:17:11] Whole life as retirement income.
[00:21:23] Using life insurance for compensation.
[00:25:14] Efficient financing and flexibility.
[00:29:42] Infinite Banking Concept.
[00:30:55] Three L's getting into trouble.
[00:36:23] Paid Up Additions and Commissions.
[00:40:22] Long-term thinking in Infinite Banking.
=======================
DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. 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.[+] Show More