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Text Content

801-642-4924 insights@moneyinsights.net
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 * Home
 * About
 * Education Center
 * Podcast
 * Testimonials
 * Contact Us
 * Blog
 * Store


Select Page
 * Home
 * About
 * Education Center
 * Podcast
 * Testimonials
 * Contact Us
 * Blog
 * Store




DYNAMIC WEALTH-BUILDING STRATEGIES FOR HIGH INCOME EARNERS

Take the Financial Freedom Factor (F3) Assessment and discover how to move from
high income to high net worth!

TAKE THE F3 ASSESSMENT NOW
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I

MEET THE FOUNDERS

Watch this short video to get to know the Money Insights founders and hear their
story.

I

WHAT IS AN F3 SCORE?

This short video will give you a better understanding of what the F3 assessment
is all about and how it can help you reach your financial goals.


START YOUR F3 ASSESSMENT HERE:


THE FINANCIAL FREEDOM FACTOR (F3) ASSESSMENT: SEE HOW YOUR FINANCES STACK UP

The F3 assessment is a quiz that has been strategically designed to not only
help you get a high-level understanding of where you are along with the roadmap
to wealth but also to help you determine the action steps that need to be
implemented in order to take things to the next level… and ultimately to move
from high income to high net worth!



GET OUR 'MONEY INSIGHTS FOR PHYSICIANS' EBOOK FREE UPON ASSESSMENT COMPLETION

Designed for Physicians, Learn the Alternative Investing Strategies Guaranteed
to Help You Obtain Your Financial Goals.

INVESTMENT OPTIMIZER:

 * Turbo charged tax-free opportunity fund for alternative investing
 * Safe and predictable
 * Invest money in multiple places at the same time

RETIREMENT ACCELERATOR:

 * Tax-free income producing machine
 * Highest possible income with fewest dollars
 * Brings “conservative leverage” into retirement planning

WEALTH MAXIMIZER:

 * Create an entirely new asset using leverage
 * Retain more capital for investing
 * Liquidity for estate preservation


THE MONEY INSIGHTS METHOD

HOW we help you move from high income to high net worth?



STAGE 1: DISCOVERY AND EDUCATION

Education is the key to everything we do. We provide valuable web content
focused on a variety of financial strategies designed to build and protect
wealth. We then learn about the individual and their goals and objectives to
match up the optimal strategic approach.


STAGE 2: STRATEGIC DESIGN

Every strategy is designed to maximize return and minimize costs. And, because
we can’t predict the future, flexibility is a core principle in strategically
designing a solution. All of this to achieve the goals and objectives identified
in Stage 1.
Z

STAGE 3: IMPLEMENTATION

We work together to execute the plan, taking lead with the insurance companies
and any other parties such as third-party administrators and banks. In many
cases, we coordinate with the client’s other professionals (attorney’s, CPAs,
etc.) to fit our strategies within the overall financial picture.
w

STAGE 4: COLLABORATION

With the plan in place, we employ ongoing collaboration to keep the strategy
fresh and make corresponding adjustments. We make ourselves available for
support on an as-needed basis, and will reach out at least once a year for a
regular review.


"I WORKED WITH ROD ON DESIGNING ONE OF MY POLICIES. ROD RAN MULTIPLE OPTIONS FOR
ME, ANSWERED ALL MY QUESTIONS, AND EXPLAINED THINGS VERY WELL. IT WAS A GREAT
EXPERIENCE. ALWAYS WORK WITH SOMEONE YOU KNOW, LIKE AND TRUST! ROD, CHRISTIAN
AND TEAM ARE ONE OF THE BEST!"

Eric Schultz


"ROD & CHRISTIAN PROVIDED ME TREMENDOUS VALUE IN STRUCTURING AND REFINING MY
INSURANCE POLICIES TO MAXIMIZE UTILITY AND CASH VALUE. THEIR KNOWLEDGE HAS BEEN
UNRIVALED IN MY EXPERIENCE."

Chris Larsen


"THIS TEAM IS HONEST, RESPONSIVE AND PROFESSIONAL. THEY ARE GREAT AT EXPLAINING
CONCEPTS AND ARE FAR FROM PUSHY. THEY HAVE BEEN A PLEASURE TO WORK WITH"

Chet Tharpe



BOOK A DEMO

Learn how we can help you accelerate the wealth-building process. Call us today
to schedule your free consultation at 1-801-642-4924.

CLICK TO CALL

The personal information we collect is used for the purpose for which it was
provided to us, and will never be sold or shared. We endeavor to keep your
personal information secure with appropriate level of security and will keep for
as long as required for legitimate business or legal reasons. We will then
delete it safely and securely.

For more information about how Money Insights processes your personal data,
please view our privacy statement.

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CONTACT US



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Topic TopicRequest demonstrationF3 Assessment informationInvestment
OptimizerOther

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