John Welde - Advanced And Strategic Legacy Planner Email & Phone Number

As a top 30-year Wall Street producer, I have been where you may be now, wasting $100,000 plus a year in taxes that I was not obligated to pay. I started a company called Tax Advantaged Platform seven years ago to learn and understand all the tax strategies available to us coming straight from the Tax Code. These include strategies to defer or eliminate taxes on ordinary income, capital gains, and estate taxes.The one tax strategy that is grossly underutilized is a simple, well-designed life insurance policy. Part of the reason is when we hear the words “life insurance” we immediately think of death benefit. Although having a pile of money is certainly a good thing for your loved ones when you pass, there are many living benefits afforded you, the policyholder, as well. You get to grow your assets tax free; and if designed properly, you get access to those assets tax-free for the rest of your life. What that means, for example, is if you have $1M today growing at 6% a year and you pay a 40% tax, at the end of 30 years you will have $2,695,357. If you invested that same $1M in an insurance policy growing at 6% a year, at the end of 30 years you will have $4,699,578 – and that comes with tax-free access to that cash value until the day you die. Extremely compelling! Additionally, there are long term care benefits in many policies that allow you, as policyholder, to tap into the death benefit while you are alive, to help you pay your long-term care expenses.Why should you do business with me? As former Global Head of Structured Products for a major Wall Street firm, I have analyzed numerous financial structures. Life insurance policies, as well as all tax strategies, are just financial structures that have advantages and disadvantages. Given my deep experience, I can explain to you in plain English, exactly what they are, and how they can help you live a life of abundance, freedom, and security. Additionally, I am member and owner of the best life insurance distribution organization in the country – First Financial Resources – giving you intimate access to all the relationships we’ve developed over the years with every insurance carrier in the country. Life Insurance is 100% of what I do. It’s the coolest asset on the planet that very few people understand. I will show you how life insurance can add considerable value to every comprehensive planning decision you make.As my mother said to her 11 children on her 80th birthday, “It’s later than you think!”To schedule a free 30-minute consultation, email me:johnwelde@taxadvantagedplatform.com

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  Villanova University

  Business Administration And Management, General