Shownotes Transcript
Join David Befort and Paul Fugere on Episode 7 of the Wealth Warehouse.
In this episode, David and Paul talk about the post-military life insurance options available to military members. David shares an excellent case study about how a military friend who funded an annual premium for a specially designed whole life policy made $100k happen by his retirement.
Aside from that, they also touch on soldier group life insurances, survivor benefit plans, why transitioning members shouldn't cut themselves short, and what the 'go-to-hell' fund means.
In this episode you will learn:
-What is SGLI?
-On Survivor Benefit Plans and Surviving Spouses
-Many service members in their prime live too much off on their pension
-What a senior service member would tell a young member regarding money
-How can you say 'no' from a place of strength?
-and so much more!
ABOUT YOUR HOSTS: David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul on:
Website:
https://infinitebanking.org/agents/Fugere494
https://infinitebanking.org/agents/Befort399
LinkedIn:
https://www.linkedin.com/in/david-a-befort-jr-09663972/
https://www.linkedin.com/in/paul-fugere-762021b0/
Email:
Survivor Benefit Plan Summary:
https://militarypay.defense.gov/Benefits/Survivor-Benefit-Program/Overview/
Self-directed IRA Summary: