What if there was a way to increase your financial security, expand your access to capital, and retain control over your money in a way that stocks and 401(k)s don’t always offer?

Our guest this week, Marc Beshears, is here to explain one option for financial planning and management that not many talk about: life insurance.

Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He’s on a mission to educate individuals, families, and business owners on how to achieve their financial certainty by growing, protecting, and leveraging their wealth in a safe and predictable environment.

Tune into the episode for the full conversation about how life insurance can be an underrated tool for planning your financial future, Marc’s background (from golf to real estate to life insurance), and the benefits you could enjoy when you take control of your money, instead of ceding it to someone else.

Here’s a Glimpse of What You’ll Learn:

How to use life insurance as a place to “park” your money
More of Marc’s personal background, including his time involved with golf
How a string of hurricanes in Florida actually helped steer Marc towards the life insurance industry
Marc’s advice for taking control of your money (as an alternative to giving over that control to other entities)
Some of the other businesses Marc has started thanks to his increased access to capital out of his life insurance policy
How Marc measures success in his business
Some of the best habits Marc has kept up that help him stay successful in business and in life

Resources Mentioned in This Episode:

- Marc’s company, Top Wealth Agenda
- Marc Beshears on LinkedIn
- “Start with Why: How Great Leaders Inspire Everyone to Take Action” by Simon Sinek
- Get a free “financial MRI” from Marc
- 40 Strategy
- Contact 40 Strategy
- Carl J. Cox on LinkedIn

How to use life insurance as a financial planning tool, with Marc Beshears 41:16 Share

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How to use life insurance as a financial planning tool, with Marc Beshears