EP 138: Maximize Your Wealth: Tax-Free Income Secrets with Jason Mandel- Part 2

Exit Strategies Radio Show

In this second part episode, featuring Jason Mandel a renowned author and founder/CEO of the Mandel Family Office, further discussed tax-free growth strategies for real estate investing, life insurance, and financial planning. He shared more details about his personal story and personal experiences of clients who have been able to pursue their passions and make a positive impact on their communities due to financial security provided by these plans. Jason also emphasized the importance of starting financial planning early in life.

Discover how you can borrow against your own policies, pay interest back to yourself, and grow your wealth tax-free while enjoying asset protection and flexibility.

From leveraging life insurance for tax-free income to crafting a legacy that transcends generations, Jason shares invaluable insights and practical advice for maximizing your financial potential.

Key Takeaways:

• 02:08- Real estate careers and life insurance strategies can provide tax-free growth and income.

• 01:53- Starting financial planning early allows greater outcomes and legacy building for future generations.

• 03:15- Alternatives like key person policies can find solutions if directly insurable.

• 04:37- Jason shares overcoming health issues and helping others find insurance solutions (0:04:37)

• 08:13- Lawyers and advisors should learn these strategies to better help clients.

Ready to explore the possibilities of private placement life insurance? Reach out to Jason Mandel today to learn how PPLI can work for you.

Purchase Mandel's book "Demand Transparency" on Amazon for a comprehensive guide to financial empowerment.

Connect with Jason@:

• Contact Number: 917-603-2365

• Linkedin: https://www.linkedin.com/in/mandeljason/

• Website: https://jasonmandelrealestate.com/

Connect with Corwyn@:

• Contact Number: 843-619-3005

• Email: [e-mail]

• Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠

• FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠

• Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠

• Website:⁠ https://www.exitstrategiesradioshow.com⁠

• Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠

Shoutout to our Sponsor: ROBYN COLLINS

Do you want something more? More Meaningful Moments opportunities, deeper relationships and memorable experiences? Do you want to make a difference? If you say YES, a career and real estate could be the opportunity you're looking for guiding people to one of the most important decisions they ever made, the purchase or sale of their home can be both rewarding and lucrative.

Exit Realty has a revolutionary compensation model training and technology that provides you with the tools you need to start and build your successful real estate career. Call me today ROBYN COLLINS with REDROBYN HOMES at 843-557-5003. Again that's 843-557-5003 or visit RedRobynhomes.com/join.exit and make your Exit today.