WS495: Becoming Your Own Banker and Source of Financing with Mark Willis

Published: Feb. 28, 2020, 8 a.m.

Have you ever considered taking the banker\u2019s seat and financing yourself? In today\u2019s episode, Whitney talks to returning guest Mark Willis about his financial vehicle of choice \u2014 a high early cash value whole life insurance. Mark is a certified financial planner, number one bestselling author, and the owner of Lake Growth Financial Services, a financial firm in Chicago. The first point of consideration for business owners should always be what they want their money to do for them, and this will vary widely according to each person\u2019s financial situation and needs. What Willis suggests in this conversation is that bank on yourself policies are the most rewarding of all financial vehicles, provided that it is approached with the help of a bank on yourself authorized advisor.
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