Boots-on-the-Ground Market Insights: Perpetual Wealth Strategy

Boots-on-the-Ground Market Insights: Perpetual Wealth Strategy

September 2020 Update

Tools are useful … if the person using the product knows how to use it.

In this episode, we hear about an interesting approach to preparedness and opportunity. Patrick Donahoe and Russell Gray dig deep on how investors can not only educate themselves but strategically position themselves in a defensive role for what looks to be coming down the line.  

Topics of particular interest include:

  • Reserves and Liquidity
  • Privacy and Asset Protection
  • Guaranteed Loan Provisions
  • Dividends and Tax Benefits
  • And More!

Simply fill out the form below to access this edition of Boots-on-the-Ground Market Insights: Perpetual Wealth Strategy …