Lead and Lift

Vicki Beltz - Confidence in your Financial Options

Episode Notes

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:

• Some investment tools that are not worth it 
• The secret and most effective investment tool 
• The S.A.F.E Framework ((Structure, Asset, Funding, Enjoying))
• Learning, unlearning and relearning

Key Takeaways:

• Overcoming fear is the first step of improving your own life 
• When looking for what to invest on, research and being guided by a trustworthy advisor is important for success  
• Life insurance can be expensive but it is the most worthy investment out of all the others 
• If you’ve held onto any uncertainty about your money – where to put it, what you might invest in, how to protect it, consider what Alvin Toffler observed about learning, unlearning and relearning. If you feel like you’re lacking confidence in your financial options, consider unlearning what you think you know and choose to take action by re-learning what is actually possible.

"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.