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Kerry Lutz's--Financial Survival Network

Oct 23, 2020

Christian Allen the Founder and CEO of the strategic planning firm Money Insights. His team specializes in helping clients understand and implement alternative wealth-building strategies centered around life insurance (and not the type of life insurance you get when you go to your local agent). He’s passionate about making it easier for his clients to build and protect their wealth, and he is here today to share some insight into his strategies.

• What makes Christian’s core strategies, The Investment Optimizer and The Retirement Accelerator, so impactful? 

• How to invest the same dollar in two different places at the same time 

• The four stages of the Money Insights Method: Discovery and education, Strategic design, Implementation, and Collaboration