Uploaded February 2026 | Updated September 2026, 2 weeks ago
What Took Me 40 Years to Learn About Life Insurance, I’ll Teach You in 86 Minutes -
Trent Fortner, a 40+ year veteran in the life insurance and wealth planning space gives an 86 minute masterclass on how life insurance, if incorporated properly can completely reshape your financial plan and wealth building strategies. Trent lays the groundwork and dives into the numbers with his calculators to prove that a financial plan without life insurance can't compete with one that does.
Want a Life Insurance Policy? Go Here: bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Resources & Education? Go Here: bttr.ly/yt-bw-vault
Connect with Trent: trentfortner.com
Learn More About LEAP - leapcp.com/info/products/pro
00:00 Intro
00:44 Introducing Trent Fortner
01:39 Returning to Basics & Overarching Planning
02:07 LEAP and Infinite Banking
03:47 Working with Nelson Nash in the 1990s
06:26 Power of Life Insurance & the LEAP Process
06:45 Problem with Product-Centric Planning
07:33 Dr. Wade Pfau & Non-Correlated Assets
08:57 Risks of Indexed Universal Life (IUL)
12:23 Holistic Planning
15:32 LEAP Present Plan Model
21:41 Client Choices After Discovery
22:50 Addressing the “Cost” Objection
24:39 Compounding Taxes
33:24 Impact of Losses on Savings
39:08 Taxes Are a Complete Loss
44:36 Flattening Taxes
48:53 Adding Benefits with Permanent Life Insurance
49:39 Compounding vs. Whole Life Insurance
56:42 Life Insurance vs. High-Yield Savings Account
01:03:01 Rich on Paper vs Rich In Real Life
01:06:52 Ways to Use Permanent Life Insurance
01:11:37 Gains, Advantages, Risks
01:22:04 Final Thoughts
______________________________________________
Learn More About BetterWealth: betterwealth.com
====================
DISCLAIMER: bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
What Took Me 40 Years to Learn About Life Insurance, I’ll Teach You in 86 Minutes -
Trent Fortner, a 40+ year veteran in the life insurance and wealth planning space gives an 86 minute masterclass on how life insurance, if incorporated properly can completely reshape your financial plan and wealth building strategies. Trent lays the groundwork and dives into the numbers with his calculators to prove that a financial plan without life insurance can't compete with one that does.
Want a Life Insurance Policy? Go Here: bttr.ly/bw-yt-aa-clarity
Want FREE Whole Life Insurance Resources & Education? Go Here: bttr.ly/yt-bw-vault
Connect with Trent: trentfortner.com
Learn More About LEAP - leapcp.com/info/products/pro
00:00 Intro
00:44 Introducing Trent Fortner
01:39 Returning to Basics & Overarching Planning
02:07 LEAP and Infinite Banking
03:47 Working with Nelson Nash in the 1990s
06:26 Power of Life Insurance & the LEAP Process
06:45 Problem with Product-Centric Planning
07:33 Dr. Wade Pfau & Non-Correlated Assets
08:57 Risks of Indexed Universal Life (IUL)
12:23 Holistic Planning
15:32 LEAP Present Plan Model
21:41 Client Choices After Discovery
22:50 Addressing the “Cost” Objection
24:39 Compounding Taxes
33:24 Impact of Losses on Savings
39:08 Taxes Are a Complete Loss
44:36 Flattening Taxes
48:53 Adding Benefits with Permanent Life Insurance
49:39 Compounding vs. Whole Life Insurance
56:42 Life Insurance vs. High-Yield Savings Account
01:03:01 Rich on Paper vs Rich In Real Life
01:06:52 Ways to Use Permanent Life Insurance
01:11:37 Gains, Advantages, Risks
01:22:04 Final Thoughts
______________________________________________
Learn More About BetterWealth: betterwealth.com
====================
DISCLAIMER: bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
