Acquire certainty and agency over your future with today’s guest, Mark Willis, CFP®, as he shares ways to make the most of your life insurance policy and how it can help you be more competitive in the real estate investing space. Join us and learn why insurance policies can be a powerful asset for your business!

Key Takeaways to Listen for

• Bank On Yourself®: What it means, how it works, and its advantages
• Life insurance policy loans vs. HELOC loans
• How to leverage whole life insurance to raise your equity
• Steps to take advantage of the “Debt Snowbank Method”
• Creative ways to use insurance policies to pay back your loans

Resources Mentioned in This Episode

• Zillow
• Not Your Average Financial Podcast Episode 203
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Mark Willis, CFP® 

Mark is a man on a mission to help you think differently about your money, economy, and future. He is a CERTIFIED FINANCIAL PLANNER™, a three-time best-selling author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. 

He is the co-host of Not Your Average Financial Podcast™, where he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in safe and predictable ways, become their own source of financing, and create tax-free income in retirement.

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