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FAQs on Whole Life Policies – All You Need To Know About Dual Asset Strategy

On this episode, Kristin Colca picks the Frequently Asked Questions (FAQs) around Dual Asset Strategy and using specially-designed policies as a strategic tool to create wealth. Teresa is financial life designer and educator. She has a passion for formulating innovative blueprints that help her clients grow and preserve their wealth.

A respected financial educator, best-selling author, and strategist, Teresa Kuhn is the president and CEO of Austin, Texas-based Living Wealthy Financial Group. Through her radio show, Living Wealthy Radio, she is able to share her passion for learning the real truth about how money works with others. She has counseled thousands of ordinary Americans across the nation, helping them avoid exposing their wealth to eroding factors,

Using the unique cornerstone of Bank On Yourself, Teresa enables clients to take charge of their own money. Through proven and time-tested safe money strategies, Teresa and her team provide creative solutions that enable clients to remain financially sound through every life event.


00:00 Introduction
01: 06 The force behind ‘100 Year Real Estate Investor’
02:30 Why ‘long-term’ approach matters
05:05 Top mistakes investors make
09:33 Why ‘Whole Life Insurance’ – how does it help?
12:44 Is it a bad investment?
14:30 How do these specially-designed policies work?
17:42 How can it be used for different purposes?
21:12 Buying a Whole Life Policy is like starting a business
26:36 How are these Policies taxed?
28:58 What are the potential pitfalls?
33:36 Successful people adopt innovative strategies early on
39:25 Wrap up

About Jake & Gino

Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $225,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs.

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