086: How to apply leverage to your retirement with Stephen Stanton
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Stephen has significant sales, insurance and real estate experience, and has worked with many individuals and several start-ups and small businesses in designing financial plans and achieving financial goals. Stephen has been serving his clients since 2003, with a special focus in Financial Services. In 2011, Stephen led the initiative of what eventually became a full service financial services and investment advisory, Veraz Advisors. He is a certified college funding specialist and is an expert on designing retirement income plans.
\\nStephen lived and worked in the Tampa Bay Area before first moving to the San Francisco Bay Area in 2009, when he and Jay became business partners. He enjoys skiing all over the world with his family and enjoys watching the Carolina Panthers.
\\nQuestions from the podcast:
\\n\\xb7 Tell us something interesting @ yourself?
\\n\\xb7 How does this strategy work?
\\n\\xb7 How are withdrawals from the policy tax advantaged?
\\n\\xb7 Why does this strategy sound \\u201ctoo good to be true\\u201d?
\\n\\xb7 What if I can\\u2019t make the annual contribution one year?
\\n\\xb7 When will I be able to access the supplemental income in the plan?
\\n\\xb7 Do I have to pay annually or could I pay monthly?
\\n\\xb7 What happens to the policy if the return is less than the illustrated annual rate?
\\n\\xb7 What happens if the loan is called?
\\n\\xb7 Who is eligible?
\\n\\xb7 Who is this strategy designed for?
\\n\\xb7 Can this strategy be sold to individuals or only groups of employees?
\\n\\xb7 What are the risks of this strategy?
\\nvisit https://www.verazadvisors.com/ for more information.
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