The Rockefeller Life Insurance Strategy | Waterfall Method

Learn if the Rockefeller Life Insurance Strategy is right for you!

The Rockefeller Life Insurance Strategy | Waterfall Method

In today's BetterWealth episode, I am joined by Dominic Rufran our And Asset Specialist as we discuss legacy and the Rockefeller Method. Join us on our YouTube Channel as I use my own family as an example on the whiteboard to demonstrate the power of the waterfall method. If you want to learn more about the Rockefellers be sure to check out our episode with Garrett Gunderston and his book “What Would The Rockefellers Do?”. Be sure to check out our And Asset Vault to learn all you can about the And Asset.

Episode Links & Resources:

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BetterWealth

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Caleb Guilliams

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[Raymondjohn]

I'm a single, 43-year-old father who resides in Hamburg. If everything continues to go well for me, I intend to retire at age 50. I couldn't be happier right now than I am that I just bought my first house last month. I'm so happy that I made wise choices that altered my life forever.

[hollileslie]

Thank you for this! I am a 29 year old black female and finding this type of info is everything to me! People in our communities normally don’t know these things but thank god for the internet and for friends.

[Dad-]

My grandfather tried this. My father blew his inheritance in 6 yrs, my uncle blew his in 4 yrs. In short, it ruined several families.
The best thing you can leave to your loved ones is knowledge, morals, ethics, how to treat people right and a strong work ethic.

[elicavazos.entrepreneur]

Great information 🙏🏻 Thank you for sharing it 🙏🏻

Redeem His Mistakes is a lol I Love it

[johnvdk]

Hello all, thank you for the info, any idea how we do this for non-US people (EU)? Thank you very much! Best regards, John

[alexwatersracing]

How do you find out more about this strategy and w to implement it properly? Thanks

[nikkic]

How much insurance whole life insurance would you suggest for a 4 year old? Thanks!

[duneme]

Like it!
Wife and I (and our Daughter) have fully Paid-up Policy’s (and haven’t paid a premium in years!)
The Death Benefit won’t make us Rich but, it’s a nice little amount that will grow with Compounding and be a nice chunk of change for someone!

[happypinatas]

Are you able to purchase multiple policies for yourself? If so, can you hold all policies under one company or is it best to spread them out to a variety of life insurance companies?

[andrewg]

Does Better Wealth offer trustee services to manage the trust after the passing of the insured?

[mikehaight]

Caleb
Where and how do you start a trust fund and have a manager of it. I would like to take my IBC policy and flow it through a trust

[damienah-see]

How would the waterfall method work in Australia ?
The Australian life insurance is only 1 million and that from your choice of insurance companies. Do you need to get insurance from a law firm ?
I don't know. Please let me know how and what to do for this to work in Australia.

[shagnasty]

Is there an insurance we can buy that protects our wealth from a fraudulent money manager after we are dead? So if they don't follow my directions or just steal the money, how can i insure myself against that type of loss? Thank you for all the great information sirs...!

[ericboney]

Do you do this with a whole life policy or term life policy?

[jamesbaron]

Where can we get the rockefeller book?

[thaboshikwambane]

You’re drawing on a laptop that has a touchscreen + stylus right? 🤔
Not an iPad?

[DannyVega]

I don't understand the actual cost of loaning yourself /cashing out the money for yourself.. banks had incredibly low interest rates before pandemic.. is it similar when you cash out your life insurance policy to fund real estate or whatever other investments? Is there another video explaining this?

[jerrygprickett]

Can you explain how long it takes to get vested in a policy such as this to actually have cash banking available as a living benefit?

[marcuscrossgrove]

I must say that the family that u leave inheritance too needs to have knowledge of wealth and to keep this going because one bad apple can dead end the legacy.