• 208: Scott R. Tucker and Mike Seabolt Discuss Alternatives to the Survivor Benefit Plan

  • 2024/09/30
  • 再生時間: 35 分
  • ポッドキャスト

208: Scott R. Tucker and Mike Seabolt Discuss Alternatives to the Survivor Benefit Plan

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  • 208: Scott R. Tucker and Mike Seabolt Discuss Alternative Options to the Survivor Benefit Plan

    Jen Amos takes a break from hosting to showcase US VetWealth's Founder and CEO, Scott R. Tucker, and Life Insurance Case Design Specialist Mike Seabolt.

    Also available on YouTube: https://youtu.be/D0LHRleK0Fw

    Scott and Mike discuss alternatives to the Survivor Benefit Plan (SBP) for retiring military retirees. They explain how military retirees can use private insurance products to potentially gain better value and more control over their financial future. They compare the mechanics of SBP with private industry alternatives, emphasizing flexibility, liquidity, and the potential for tax-free growth.

    Scott and Mike review illustrative scenarios for retirement planning using life insurance policies, highlighting cost comparisons and potential long-term benefits. Lastly, they discuss the importance of understanding numbers, planning with VA disability income, and leveraging existing assets.

    Get in touch with US VetWealth today: https://usvetwealth.com/usvw-complimentary-strategy-session-intake-2/

    Read our Monday, Nov. 4th, 2024 newsletter: https://mailchi.mp/649405ef0b0b/holdingdownthefort

    --

    Access our FREE PORTAL for bonus content, including a FREE subscription to the "Inside the Fort" podcast: https://holdingdownthefortpodcast.com/portal

    Do you want to do more than “follow orders,” think outside of the box, and manifest your dreams? Then you’ve come to the right show! The award-winning podcast, Holding Down the Fort by US VetWealth, returns for Season 8 to highlight motivational stories of personal growth, financial awareness, and autonomy in our military community. The show is hosted by Jen Amos, a Gold Star daughter, Veteran Spouse, and Entrepreneur.

    Our show continues its partnership with The Rosie Network by featuring Service2CEO Graduates every Monday! Read more - https://issuu.com/therosienetwork/docs/2024notablesmemag/24

    We're also excited to be featuring replays of the "Take A Knee" Live Show with US VetWealth Founder & CEO Scott R. Tucker and Blue Water Advisors CEO Mike Wallace, which discusses career progression for military retirees. Tune in every Thursday!

    Our main sponsor, US VetWealth, proudly offers Life Insurance and Annuity Strategies for The High-Income Military Retiree. Let's help you capitalize on your above-average health and substantial income-earning potential for post-military life. For a free consultation, https://usvetwealth.com/

    In the Fall of 2023, Jen Amos was sought after by InDependent to co-host the 8th annual InDependent Wellness Summit™. In August 2022, Jen Amos' work on the podcast was recognized by Disney Institute and she was hand-selected as the only non-Disney employee to moderate the first Military Spouse Employment panel for the Veterans Institute Summit. March 2022, former co-host Jenny Lynne has voted the 2022 Naval Station Norfolk Armed Forces Insurance Military Spouse of the Year. November 2020, Jen Amos was awarded “Media Professional of the Year” at The Rosie Network Entrepreneur...

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208: Scott R. Tucker and Mike Seabolt Discuss Alternative Options to the Survivor Benefit Plan

Jen Amos takes a break from hosting to showcase US VetWealth's Founder and CEO, Scott R. Tucker, and Life Insurance Case Design Specialist Mike Seabolt.

Also available on YouTube: https://youtu.be/D0LHRleK0Fw

Scott and Mike discuss alternatives to the Survivor Benefit Plan (SBP) for retiring military retirees. They explain how military retirees can use private insurance products to potentially gain better value and more control over their financial future. They compare the mechanics of SBP with private industry alternatives, emphasizing flexibility, liquidity, and the potential for tax-free growth.

Scott and Mike review illustrative scenarios for retirement planning using life insurance policies, highlighting cost comparisons and potential long-term benefits. Lastly, they discuss the importance of understanding numbers, planning with VA disability income, and leveraging existing assets.

Get in touch with US VetWealth today: https://usvetwealth.com/usvw-complimentary-strategy-session-intake-2/

Read our Monday, Nov. 4th, 2024 newsletter: https://mailchi.mp/649405ef0b0b/holdingdownthefort

--

Access our FREE PORTAL for bonus content, including a FREE subscription to the "Inside the Fort" podcast: https://holdingdownthefortpodcast.com/portal

Do you want to do more than “follow orders,” think outside of the box, and manifest your dreams? Then you’ve come to the right show! The award-winning podcast, Holding Down the Fort by US VetWealth, returns for Season 8 to highlight motivational stories of personal growth, financial awareness, and autonomy in our military community. The show is hosted by Jen Amos, a Gold Star daughter, Veteran Spouse, and Entrepreneur.

Our show continues its partnership with The Rosie Network by featuring Service2CEO Graduates every Monday! Read more - https://issuu.com/therosienetwork/docs/2024notablesmemag/24

We're also excited to be featuring replays of the "Take A Knee" Live Show with US VetWealth Founder & CEO Scott R. Tucker and Blue Water Advisors CEO Mike Wallace, which discusses career progression for military retirees. Tune in every Thursday!

Our main sponsor, US VetWealth, proudly offers Life Insurance and Annuity Strategies for The High-Income Military Retiree. Let's help you capitalize on your above-average health and substantial income-earning potential for post-military life. For a free consultation, https://usvetwealth.com/

In the Fall of 2023, Jen Amos was sought after by InDependent to co-host the 8th annual InDependent Wellness Summit™. In August 2022, Jen Amos' work on the podcast was recognized by Disney Institute and she was hand-selected as the only non-Disney employee to moderate the first Military Spouse Employment panel for the Veterans Institute Summit. March 2022, former co-host Jenny Lynne has voted the 2022 Naval Station Norfolk Armed Forces Insurance Military Spouse of the Year. November 2020, Jen Amos was awarded “Media Professional of the Year” at The Rosie Network Entrepreneur...

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