Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Find Advisors Who Drive Results

11 Feb 2025 · 1 min

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0:36

A short advisory video (Richard Canfield) promoting awareness when selecting advisors for high cash value life insurance. The speaker urges viewers to investigate both the insurance product and the advisor's process, stresses that an incompetent advisor can damage even a good tool, and offers second opinions while clarifying they are not soliciting clients or competing with other advisors.

Chapters

High cash value. Life insurance is very appealing both individually and corporately. Investigate the product. If you're investigating the process, make sure that you're gaining clarity on how the advisor is going to help you best utilize the tool. Because Nelson always said that you can put the best tool for the job in the hands of an incompetent, not only will that person not turn out any good work with the tool, they will likely break the darn tool. This is about creating awareness in the marketplace to make sure that people have clarity. We are always available for second opinions. Have no interest in pursuing other advisors, clients, or anything like that.