My guest in this episode is Kevin Nichols. Kevin is the managing partner at Penumbra Solutions. Penumbra Funds invest in hundreds of Senior Life Settlement insurance policies. With a target yield in the low double digits, no market risks, no premium calls, professional management, and funds locked up safely in escrow, this might be the best investment you have never heard of!
A life settlement is the sale of an existing life insurance policy to a third party for more than its cash surrender value, but less than its net death benefit. There are a number of reasons that a policy owner may choose to sell his or her life insurance policy.
771: Mikkel Thorup: How To Secure Your New Life Abroad Through A Plan B
My guest in this episode is Mikkel Thorup. Mikkel is the world’s most sought-after expat consultant. He focuses on helping high-net-worth private clients to legally mitigate tax liabilities, obtain a second residency and citizenship, and assemble a portfolio of foreign investments including international real estate, timber plantations, agricultural land and other hard-money tangible assets.…
770: Mike Fallat: How To Multiply Your Business With The Million Dollar Book
My guest in this episode is Mike Fallat. Mike is the author of many business-related books. He has a goal of helping 1,000 entrepreneurs publish books and teaching them how to use their books as a gateway to generating 7-figures. His company, Dreamstarters Publishing, offers ghostwriting, cover design, automated funnels, and book fulfillment. They have…
769: Steven Bowles: Advanced Family Office Strategies
My guest in this episode is Steven Bowles. Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve…
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