OJM Group principal Jason O'Dell will define this planning tool and explain why a well-rounded retirement plan should have a portion in cash value life insurance. The presentation includes valuable information on: - Using life insurance as an asset class - Comparing and contrasting life insurance with other investments - Tax aspects of life insurance - Unique features of indexed life insurance ABOUT THE PRESENTER: Jason O'Dell is a principal and managing partner of OJM Group, and a NFLPA Registered Financial Advisor. As an author, his most recent text is the ebook Fortune Building for Business Owners & Entrepreneurs: The Keys to Corporate Structure, Tax Reduction, Asset Protection & Wealth Creation. Jason is an experienced entrepreneur, financial consultant and investment advisor and has worked with high-net worth families, business owner and physician clients for over 20 years. He has conducted financial planning, asset protection and wealth management le...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)