CPA Suggests Business Owners Use Whole Life Insurance Canada

3 years ago
17

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Joining Jayson and Richard today is National Director, Tax and Estate Planning at IDC Worldsource Insurance Network Inc. and fellow Infinite Banker, Frank Abate. As you will hear, Frank is very passionate about helping business owners get free from the Tax Man. Just like Richard and Jayson, Frank has helped many people gain back their confidence and financial abilities with Dividend-Paying Participating Whole Life Insurance Policies. Listen as the guys explain the impact the Infinite Banking Concept has helped change the lives of many business owners and their families.

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📌 EPISODE LINKS:
Follow Frank Abate
On LinkedIn: https://www.linkedin.com/in/frank-abate-383722114/

Frank’s Message on Youtube - Power of Private Corporations Putting cash into Life policies: https://www.youtube.com/watch?v=69v5abV82iA&list=PLrPXvAvhODwgqE_DKykxPlqC9QRFIbmfJ‌

Frank Abate, Transferring Ownership of a Life Insurance Policy: https://www.youtube.com/watch?v=cj7iGk6NkaU&list=PLrPXvAvhODwgqE_DKykxPlqC9QRFIbmfJ‌

Frank walking through a Canadian Corporate Policy case: https://www.youtube.com/watch?v=hmmKyioRevM&list=PLrPXvAvhODwgqE_DKykxPlqC9QRFIbmfJ‌

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IN THIS EPISODE, YOU WILL LEARN:
❖ [00:00:00] Introduction
❖ [00:07:25] Why Do CPA’s Often Miss This Strategy?
❖ [00:14:00] Why This Works With Business Owners & Their Corporate Plans
❖ [00:23:53] Tax Advantages
❖ [00:37:45] What Is Frank’s Inspiration?
❖ [00:45:56] Who Does Frank Want To Be A Hero Too?

#WWBS #JaysonLowe #RichardCanfield #wealthwithoutbaystreet #theinfinitebankingconcept

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