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Unlocking Financial Power with Whole Life Insurance: Featuring Joseph DeFazio
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In this episode of the Perennial Pride podcast, Tom welcomes Joseph DeFazio, founder of 10th Street Capital. They dive into the powerful potential of whole life insurance, explaining how it can serve as a "family bank" or "infinite bank" throughout different life stages. Learn more about the guaranteed cash value, the role of dividends, and the steady growth designed into these policies. Join Tom and Joseph for a concise breakdown of how whole life insurance can provide control, security, and growth for your financial future.
Highlights 01:12 - Importance of taxes in financial planning. 04:56 - Joe’s career journey and establishment of 10th Street Capital. 06:09 - Importance of continual learning. 07:42 - History and evolution of the tax code. 12:30 - Various ways the government can increase taxes. 19:41 - Leveraging whole life insurance in the context of infinite banking. 25:01 - Tax implications of contributions and cash value growth. 33:41 - Using life insurance dividends and paid-up additions. 40:11 - Importance of understanding opportunity cost. 46:59 - Utilizing life insurance for retirement income. 51:39 - Estate planning and tax benefits with life insurance.
Episode Resources
- Connect with Tom Suvansri
- https://perennialpride.com/
- https://www.facebook.com/perennialpride/
- https://twitter.com/perennialpride
- https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
- Connect with Joseph DeFazio
- https://www.linkedin.com/in/josephpdefazio
Call to Action Schedule a Call with Tom
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