About Vicki Beltz: Vicki is living proof of her financial strategies. A former actuary and early-retired executive of a multi-national insurance carrier, she's always been fascinated with personal finance. That's why she knew her "second act" career would be related to teaching on the subject.
Discovering the power and value of using an innovative approach to a traditional financial tool led Vicki on a mission to educate others. And because she does not also sell any financial product, unlike others, she is 100% committed to education for her clients.
Women in the U.S. and Canada, who were already saving, have worked with her to discover and understand how to use this "insider" information. No longer bound by traditional thinking about money, they're benefiting from their new knowledge and implementation of this approach.
In this episode, Chabidaye and Vicki discuss:
Key Takeaways:
"All of those benefits that we’d want in a financial tool can be found in a life insurance policy. Things like guaranteed growth, protection from losses, keeping our money accessible for any reason, with no penalties and… tax-free." — Vicki Beltz
Free Gift:
Discover the 6 key benefits of a properly structured policy which can be part of any wealth-building plan by clicking on this link: https://vickibeltz.com/infographic
Connect with Vicki Beltz:
Facebook: https://www.facebook.com/vicki.beltz.9
Website: www.vickibeltz.com
LinkedIn: www.linkedin.com/in/vicki-beltz-1860a4a
Email: vicki@vickibeltz.com
CONNECT WITH CHABIDAYE:
Facebook: https://www.facebook.com/chabidaye.ramnath.3
Instagram: https://www.instagram.com/leadandlift/
Website: https://leadandlift.com/
LinkedIn: https://www.linkedin.com/in/chabidayejaglalramnath/
Show notes by Podcastologist: Justine Talla
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.