E98 - How to Buy Whole Life Insurance with Pre-Tax Dollars (Legally)

About this episode

In this episode, Hans is joined by Rohit Punyani to discuss how small business owners can buy whole life insurance with pre-tax dollars.

Connect with Rohit Punyani: https://ownersasset.com/resource-library Book a call: https://remnantfinance.com/calendar Out Print the Fed with a 1% target per week: https://remnantfinance.com/options Email us at info@remnantfinance.com or visit https://remnantfinance.com for more information FOLLOW REMNANT FINANCE Youtube: @RemnantFinance (https://www.youtube.com/@RemnantFinance) Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588) Twitter: @remnantfinance (https://x.com/remnantfinance) TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE _____________________________In this episode, Hans is joined by Rohit Punyani, co-founder of The Owner's Asset and a former Wall Street CIO who oversaw $4 billion at a multi-family office and community bank. After 20+ years in financial services starting as a large-cap stock picker, moving into wealth management at Wilmington Trust, and ultimately running money for hundred-millionaires and billionaires—Rohit fell in love with whole life insurance. Now he's built a firm dedicated to helping small business owners buy whole life with pre-tax dollars through cash balance plans. Chapters: 00:00 – Opening segment…

People in this episode

Host: Hans Toohey

Guest: Rohit Punyani

Topics covered

• whole life insurance
• pre-tax dollars
• wealth management
• financial services
• cash balance plans

Keywords

• whole life insurance
• pre-tax dollars
• wealth management
• cash balance plans
• financial services

Mentioned in this episode

Organizations: The Owner's Asset, Wilmington Trust, Remnant Finance, Print the Fed

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