Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, interviewed on the Influential Entrepreneurs podcast discussing a unique tax-efficient wealth building strategy
Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, discusses his approach to helping clients with financial planning and wealth management.
Listen to the interview on the Business Innovators Radio Network
https://businessinnovatorsradio.com/kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-unique-tax-efficient- wealth creation strategy/
Coffey says: ‘Because deferring taxes is no better than paying taxes now, he believes that putting money in a specialized account in the shell of a permanent life insurance policy offers dramatic benefits . This provides liquidity so that one can re-access their funds while providing no tax on the gain. This ensures no capital loss and a dramatic increase in cash value growth within the policy. We strive to build meaningful and rewarding relationships with our clients. Our goal is to listen, solve, teach and execute the best strategies. Allow us to accelerate wealth and protect your assets.
Building wealth is an important financial goal for many people. But it’s not always easy to do so in a tax-efficient way. One strategy that can be used to build wealth in a tax-efficient way is to use permanent life insurance. This type of insurance provides a death benefit that can be used to help build your wealth while providing certain tax benefits.
This strategy can be a good way to build wealth in a tax-efficient way. It’s important to work with a finance professional to make sure it’s right for you.
Complete Spectrum excels as a high quality provider of annuity and insurance products for the personal and corporate market. Their agency offers exceptional service through an organized and highly trained staff that identifies the individual needs of each client. Their excellent relationships with strong and stable insurance companies allow them to consistently offer the most competitive products available.
Video link: https://www.youtube.com/embed/fl_nyaa5FUE
About Kevin Coffey
Kevin Coffey grew up in North Denver and is originally from Colorado. His business is built on old-fashioned values, which he learned from his grandparents, Flory Iacovetto and Rose Lombardi, who taught him that customer satisfaction should mean more than making money or increasing business. share price of a company. Additionally, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the keys to building a successful business. Kevin is very grateful to his clients and representatives who have trusted his recommendations and his leadership. He is a graduate of Holy Family High School and college at Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer tough questions like: How can I pay for my child’s college education with as little money as possible? At what age can I retire? Can I live the lifestyle I want without outliving my money? What’s the best way to leave money tax-free for my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
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Nothing in this presentation constitutes tax, legal, insurance or investment advice, nor does it constitute a solicitation or offer to buy or sell securities or other financial instruments. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice, both as to the tax treatment of the contract and the suitability of the investment.
Kevin Coffey does not provide tax or investment advice, nor does it constitute a solicitation or offer to buy or sell securities or other financial instruments. The purpose of this interview is to provide you with background information. Before purchasing any products or making any changes to your finances, you should obtain competent investment advice from an investment advisor and/or tax professional.
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