E 130 Life Insurance Options 101 Trevor Jackson

Life Insurance can be confusing. Trevor Jackson walks us through infinite banking, be your own banker, tax free retirement, as well as term, permanent, universal life, million dollar baby plans, super funding and living benefits. With a background in health insurance sales, what prompted him to begin a career in finance and why did he…

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E 129 Retirement and Investments 101 Jason Rainier CFP

Doctor based Retirement and Investment options. Jason Rainier CFP will cover FSA’s, 401K, SEP IRA, 529B education funds, Trusts, Estate taxes, Wills, Index vs Managed Funds and Life Insurance. Novice or established you will learn something new. What is a Certified Financial Planner, CFP? Qualifications, job role, CE’s etc. While the CFA has a broad…

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