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Wade Borth - Sage Wealth Strategy


Aug 9, 2022

For the last part of talking through the most in-depth chapter of the book, “Equipment Financing”, Wade and fellow IBC Practitioner, Nicole Tate continue their discussion on why you should start controlling your own banking function and why you should own your own policy. Listen in to learn more!


Highlights

  • Wade and Nelson’s conversation about finance companies and emulating what they are doing
  • Who controls the one pool of money
  • Who should own the policy
  • How can a company get a deduction and use it as a tax strategy using a policy
  • Why do you need to own your banking function


    Episode Resources
  • Connect with Wade Borth
  • https://www.sagewealthstrategy.com/
  • wade@sagewealthstrategy.com