Episode 121: What exactly do we do?

Welcome to Episode 121! In this episode, Sarry Ibrahim provides a detailed overview of the services offered to clients which includes a range of financial strategies and solutions. Schedule an introductory call with Sarry Ibrahim to explore how these services can help achieve your financial goals. 

🔥 This episode talks about:

☑️ The Bank On Yourself® and it works 

☑️ Who is Bank On Yourself® good for?

☑️ How do life insurance loans work? 

☑️ The advantages of borrowing against your dividend whole life insurance policy

☑️ Understanding arbitrage and how it applies to leveraging dividend-paying whole life insurance

☑️ Utilizing the cash value of whole life insurance for other investments, such as real estate. 

☑️ Using Bank On Yourself® as a source of retirement income

☑️ Asset Protection Strategies 

☑️ Tax Benefits of Cash Value Whole Life Insurance

☑️ Assistance in obtaining life insurance policies required by lenders for commercial loans and SBA loans 

☑️ Financial coaching and acting as an outsourced CFO to provide a second opinion on investments and financial planning advice.

☑️ Long-term care insurance

☑️ Medicare and Health Insurance (under 65)

☑️ Annuities

☑️ The client engagement process -  including the intro call, financial analysis meeting, personalized solution meeting, and implementation meeting.

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.