After helping his clients transition from employer-based plans to individually owned ones, Sarry Ibrahim stumbled upon a revolutionary way to help them build wealth and achieve financial freedom - a way no one saw coming. Discovering the power of "The Bank on Yourself Revolution" by Pamela Yellen, Sarry committed to debunking the myths and guiding his clients towards a tax-free retirement. But what could this unexpected twist be?
Become your own source of financing, for you to grow tax-free retirement and other benefits.
My special guest is Sarry Ibrahim
Introducing Sarry Ibrahim, a financial expert specializing in cash value growth and tax-free retirement strategies. Sarry, the founder of Financial Asset Protection, is dedicated to helping high-net-worth individuals secure their retirement accounts, real estate properties, and businesses from market failures and other risks. With an MBA from Keller and experience at renowned companies like Blue Cross, Allstate Insurance, and Cigna, Sarry brings a wealth of knowledge to the table. His unique approach emphasizes both safety and accessibility for clients' money, making him a valuable resource for those looking to optimize their financial strategies.
This is Sarry Ibrahim's story:
Sarry Ibrahim was working with clients, helping them transition from employer-based plans to individually owned ones when one of them asked for help with a life insurance policy that builds cash value. Intrigued by the concept, Sarry set out on a quest for knowledge and stumbled upon the book "The Bank on Yourself Revolution" by Pamela Yellen. As he delved into the concept of infinite banking and learned how it could benefit people in various financial situations, Sarry realized the potential it held for his clients. With a newfound passion, Sarry became a Bank on Yourself professional, focusing on helping small business owners, real estate investors, and full-time employees use this strategy to become their own banker.
In this episode, you will be able to:
Discover the potential of infinite banking with whole life insurance policies.
Uncover effective cash value growth and tax-free retirement strategies.
Develop personal finance management skills through a banking mindset.
Understand the differences between term life insurance and whole life insurance.
Recognize the importance of collaborating with knowledgeable financial advisors.
The resources mentioned in this episode are:
Read the book The Bank on Yourself Revolution by Pamela Yellen to learn more about the infinite banking concept and how to utilize cash value whole life insurance for self-banking purposes.
Consult with a trusted and competent financial advisor who specializes in cash value whole life insurance for self-banking purposes to ensure proper policy structuring and to fully understand the benefits of incorporating this strategy into your financial planning.
Consider incorporating infinite banking into your financial planning if you are a small business owner, real estate investor, or full-time employee looking to become your own source of financing and grow a tax-free retirement.
Ensure that the whole life insurance policy you choose aligns with your objectives and comes from a mutually owned insurance company, has a paid-up additions rider, is a non-direct recognition company, and is a whole life insurance policy.
Connect with Sarry Ibrahim here:
Website: https://finassetprotection.com/
Linked: https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/
Connect with Troy Holt here:
