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How Whole Life and a Reverse Mortgage can optimize retirement outcomes (with Don Graves)

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#reversemortgage #hazeltinellc #infinitebanking
Here we interview again Don Graves of @AskDonGraves on how a reverse mortgage can work in conjunction with whole life insurance to optimize retirement outcomes.
To learn more, schedule time with us here:
Contact us:
678-201-1629
ARTICLES/VIDEOS MENTIONED
------------------------------------------------------------------------------------------------------------------
How a reverse mortgage can help you in retirement - Don Graves interview
Visit Don Graves:
"Becoming your own Banker" by Nelson Nash:
------------------------------------------------------------------------------------------------------------------
MONEY SAVING IDEAS
------------------------------------------------------------------------------------------------------------------
Velocity Banking with a First Lien HELOC
Refinance your mortgage into a first lien HELOC, or buy a house with first lien HELOC to greatly optimize your paydown:
Costco Insurance Program
Switch your home / renters / auto insurance to Costco - I saved hundreds this way:
Health Sharing
Replace your health "insurance" plan with a health sharing plan and save a ton on healthcare – Crowd Health is what I use (my referral link):
Bank/Credit Card Sign-up Bonuses
------------------------------------------------------------------------------------------------------------------
EASILY CREATE HIGH QUALITY VIDEO
------------------------------------------------------------------------------------------------------------------
Descript is what I use to create and edit my videos - use my referral link to sign up:
------------------------------------------------------------------------------------------------------------------
LINKEDIN COACHING
------------------------------------------------------------------------------------------------------------------
Get 200+ prospects and 10+ more weekly sales conversation via Social Sales Link
My referral code - FREE membership available:
------------------------------------------------------------------------------------------------------------------
Timestamps
0:00 Introduction - what is a reverse mortgage?
1:50 Example reverse mortgage scenario
4:30 Guarantees in whole life and reverse mortgage
7:50 $400,000 tax-free income from reverse mortgage
10:00 Heirs have no responsibility to repay the note
12:00 Adding whole life insurance
14:55 Another whole life insurance scenario
18:00 Guaranteed Universal Life as another option
20:00 Summary of life insurance options
27:00 How whole life and reverse mortgage work together
#infinitebankingconcept #HECM #retirement
Here we interview again Don Graves of @AskDonGraves on how a reverse mortgage can work in conjunction with whole life insurance to optimize retirement outcomes.
To learn more, schedule time with us here:
Contact us:
678-201-1629
ARTICLES/VIDEOS MENTIONED
------------------------------------------------------------------------------------------------------------------
How a reverse mortgage can help you in retirement - Don Graves interview
Visit Don Graves:
"Becoming your own Banker" by Nelson Nash:
------------------------------------------------------------------------------------------------------------------
MONEY SAVING IDEAS
------------------------------------------------------------------------------------------------------------------
Velocity Banking with a First Lien HELOC
Refinance your mortgage into a first lien HELOC, or buy a house with first lien HELOC to greatly optimize your paydown:
Costco Insurance Program
Switch your home / renters / auto insurance to Costco - I saved hundreds this way:
Health Sharing
Replace your health "insurance" plan with a health sharing plan and save a ton on healthcare – Crowd Health is what I use (my referral link):
Bank/Credit Card Sign-up Bonuses
------------------------------------------------------------------------------------------------------------------
EASILY CREATE HIGH QUALITY VIDEO
------------------------------------------------------------------------------------------------------------------
Descript is what I use to create and edit my videos - use my referral link to sign up:
------------------------------------------------------------------------------------------------------------------
LINKEDIN COACHING
------------------------------------------------------------------------------------------------------------------
Get 200+ prospects and 10+ more weekly sales conversation via Social Sales Link
My referral code - FREE membership available:
------------------------------------------------------------------------------------------------------------------
Timestamps
0:00 Introduction - what is a reverse mortgage?
1:50 Example reverse mortgage scenario
4:30 Guarantees in whole life and reverse mortgage
7:50 $400,000 tax-free income from reverse mortgage
10:00 Heirs have no responsibility to repay the note
12:00 Adding whole life insurance
14:55 Another whole life insurance scenario
18:00 Guaranteed Universal Life as another option
20:00 Summary of life insurance options
27:00 How whole life and reverse mortgage work together
#infinitebankingconcept #HECM #retirement
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