OJM Group principal Jason O’Dell will define this planning tool and explain why a well-rounded retirement plan should have a portion in cash value life insurance. The presentation includes valuable information on:

– Using life insurance as an asset class
– Comparing and contrasting life insurance with other investments
– Tax aspects of life insurance
– Unique features of indexed life insurance

ABOUT THE PRESENTER:
Jason O’Dell is a principal and managing partner of OJM Group, and a NFLPA Registered Financial Advisor. As an author, his most recent text is the ebook Fortune Building for Business Owners & Entrepreneurs: The Keys to Corporate Structure, Tax Reduction, Asset Protection & Wealth Creation. Jason is an experienced entrepreneur, financial consultant and investment advisor and has worked with high-net worth families, business owner and physician clients for over 20 years. He has conducted financial planning, asset protection and wealth management lectures throughout the nation….(read more)

LEARN MORE ABOUT: Qualified Retirement Plans

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