Judy Carlson explains how to use “Safe Money” strategies to protect families financially.
Listen to the interview on the Business Innovators Radio Network:
Judy explained, “It wasn’t until I worked in the financial services industry for 30 years that I discovered this strategy: building wealth with cash-accumulating life insurance! Most people are familiar with the “investment” side of retirement planning, which is what most people do with their money. However, the “Insurance” or “Safe Money” side includes multiple benefits not found on the Investment side of the industry. There is also a “New Kid on the Block” in the insurance industry! This is a proactive strategy that uses leverage without the need for participant loans. Leverage is a very powerful retirement tool that boosts the growth of your retirement dollars in these insurance contracts and distributes 60% to 100% more income during your payout years. It’s the same concept as buying a house with leverage.
Carlson continued, “Most financial advisers and planners manage your investment money. A few offer insurance-based strategies. We do both! We help you bridge the gap between “managed risk” (investment) strategies and “safe money” (insurance) strategies. We wrap your entire financial foundation, along with your future goals and dreams, in a comprehensive analysis of your investments, assets, lifetime taxation, retirement income, social security benefits, pensions, and more. We custom design and build your unique and strategic lifetime wealth plan. It is flexible and fluid for the twists and turns of your route. Lifelong financial planning, whether you’re starting in your 20s or 70s, builds confidence, creates clarity, relieves stress, worry and anxiety, and gives you a sense of protection for your money.
Video link: https://www.youtube.com/embed/4EWmfdgJ2Ok
About Judy Carlson
Judy has been a CPA for over 40 years and has worked in the financial services industry for most of her career. She is an Independent Trust Financial Planner and an Independent Licensed Insurance Agent.
For the past ten years, Judy’s passion has been to protect families financially using unique and innovative strategies not typically found in traditional financial planning approaches. His practice bridges the gap between the investment and insurance sides of the financial services industry. Judy’s career has spanned public accounting, tax, corporate finance and education, and ten years ago she transitioned from business planning to personal planning.
Investment Advisor Representative and Advisory Services provided by Royal Fund Management, LLC, an SEC Registered Advisor.
Learn more: https://judycarlson.com
Interview with Judy Carlson on how she protects families financially