Enrico Brex, Financial Advisor at Elite Retirement Consultants, interviewed on a podcast discussing retirement planning using life insurance

Enrico Brex discusses his approach to helping his clients create a savings plan that makes sense for a successful future.

Questions covered in this interview include:

  • Is the cash value of permanent life insurance taxable?
  • How to use permanent life insurance to pay for my child’s tuition
  • Is there a way to be more tax efficient with my savings

Enrico brings a fresh perspective on the lifetime tax implications of the financial decisions you make today. Brex explained, “Taxes are one of the biggest security risks to our money. When you pay taxes on your earnings is your decision. Choosing to defer paying taxes exposes your money to the risk of unknown future taxes at unknown dates. Some forms of estate life insurance offer dozens of “living benefits” not found in traditional forms of investment assets. They are collateral assets with benefits such as tax-free growth, tax-free distributions, tax-free death benefit, leverage opportunities, uninterrupted compound growth, protection for a chronic or serious illness and a long-term care event, etc.

ERC specializes in working with clients who value a close, personal, long-term relationship with a trusted and knowledgeable advisor. Their unique process has helped their clients create a comprehensive plan that incorporates their values, beliefs, goals and objectives. They take the time to understand the individual circumstances of their clients, which allows them to offer personalized strategies.

Listen to the interview on the Business Innovators Radio Network:

About Enrico Brex

Enrico is a life insurance specialist with Elite Retirement Consultants in Sparta, NJ. He strives to provide personalized service to his valued clients, including implementing advanced insurance planning. Enrico’s diverse professional experience helps provide a holistic approach to estate planning.

Enrico was a small business owner and also held a management position in a sporting goods manufacturing company. He has series 6, 63, 65 life and health insurance licenses.

Learn more: https://www.erc401.com/

Content is developed from sources believed to provide accurate information. The information contained herein is not intended to constitute tax or legal advice. Please consult legal or tax professionals for specific information regarding your personal circumstances.

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