Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He thrives as a financial mentor and belongs to an exclusive group of top insurance professionals under the Bank on Yourself brand. Since joining this elite group, Marc has been named Producer of the Year, 3x Top Five Producer of the Year, 4x Top Ten Producer of the Year. He is co-author of the #1 Amazon bestseller The Secret to Lifetime Financial Security. Over the years, Marc has helped hundreds of clients take control of their finances and reach their financial goals without taking unnecessary risks. That’s why his clients think of him as their “secret weapon”, helping them build and safeguard their wealth.
Marc is founder of Top Wealth Agenda and started his business following the 2008 financial crisis when he was compelled to teach others how to avoid financial losses and hardships by using properly designed insurance strategies to provide multiple benefits for families and business owners.
In this episode we discussed:
- Put Your Money to work before you spend it
- Pros and Cons of Qualified Plans
- Differences between Saving and Investing
- Capital attracts Opportunity
- How stable is your financial pyramid?
- How to avoid financial stress and all the noise
