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Wealth Building by Life Insurance Policy
You are warmly invited to a special CAPA-NoVA community event on: Wealth Building Strategy by Life I
Date: Monday, September 15, 2025
Time: 9:00–10:00 PM ET
Zoom ID: 9049835892 | Passcode: CAPA
Keynote Speaker Steve Parisi
This session will feature Steve Parisi, CEO of IBC Global and author of Whole Life Insurance: Unlocking the Secrets About Cash Value. Steve has led his team to serve over 2,000 clients and trained agents nationwide with hundreds of educational videos. He will share proven insights based on 3,000 real-life policy designs.
Tax FAQ around life insurance
Your host, Mike Nie, CPA, CFA, CFP, Enrolled Agent, will guide the conversation and help connect the strategies to practical tax and wealth-building applications.
Mike will assist in answering your life insurance tax related questions, which are covered in his newly published book, Smart Family Tax Guide. https://www.giftedcoaching.info/authors/mike-nie-smart-family-tax-guide
Ten tax planning tips around cash value life insurANCE
CAPA NOVA sponsored event
Tuesday, 3/11/2025 at 9 p.m. Zoom code 904 983 5892. Password CAPA
Workshop in English
Agenda
1. Cash Value Life Insurance Policy: The Volatility Shield
2. Cash value whole life insurance vs. cash value index universal life
3. Family trust and family bank funded by family owned life insurance policies
4. Cash value life insurance policy with education
5. Family bank – the Rockefeller method
6. Children’s cash value whole life
7. Successor owner arrangement of life insurance policies
8. Beneficiary of life insurance policies
9. Family bank vs. family foundation
10. Cash value life insurance riders vs. Long term care insurance
Bonus content
11. Top 4 whole life insurance company
12. Chris policy review – MassMutual
13. Sasha policy review – Guardian
14. Mike’s policy review – Northwestern Mutual
15. Family foundation policy review – New York Life
16. Cash value life insurance vs. Annuity
17. Cash value life insurance with zero tax retirement
18. Cash value life insurance with real estate
19. Cash value life insurance with entrepreneurship
20. Cash value life insurance with asset protection