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The latest episode of the Next Level Income Show dives into one of the most powerful wealth-building strategies that most investors don’t know about—Perpetual Family Banking. Joined by Rod Zabriskie and Blake Brogan from Money Insights, we explore how high-cash-value life insurance can be used as more than just a safety net. Instead, it can be a tool to grow wealth, invest, and even provide tax-free income in retirement.
Blake kicks things off by explaining the Investment Optimizer, a strategy where investors store their cash inside a specially designed life insurance policy before investing. This allows money to continue compounding at a guaranteed rate while also being used for other investments. In other words, your money can work for you in two places at once!
Rod takes it further by discussing how to turn life insurance into a personal bank. This is the same strategy that the ultra-wealthy and big banks have been using for decades. Instead of parking cash in a low-interest savings account, this method provides liquidity, tax advantages, and protection while maximizing returns.
One of the biggest misconceptions about whole life insurance is that it’s a poor investment. However, when structured properly, it can provide predictable growth, tax-free access to cash, and a guaranteed death benefit that can be leveraged to build generational wealth. Rod and Blake share how investors can use these policies to fund real estate, businesses, and more—without interrupting compound growth.
Perhaps the most exciting part of the discussion is the concept of Perpetual Family Banking, a strategy that allows wealth to be passed down strategically. Instead of simply leaving an inheritance, families can create a self-sustaining financial system that continues to grow for future generations. It’s a game-changer for those who want to build true legacy wealth.
If you’re interested in learning how to optimize your investments, grow your wealth tax-free, and build a lasting financial legacy, check out our free webinar at NextLevelIncome.com/banking or grab a free copy of our book at NextLevelIncome.com.
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Blake is a Wealth Strategist whose role primarily involves interacting with current and prospective clients of Money Insights. He has been in the financial services industry for eight years, primarily working with maximum overfunded life insurance strategies. Blake graduated from Grove City College with a bachelors in Entrepreneurship. He resides in Michigan with his wife and three children and in his free time enjoys playing golf and Michigan State athletics.
Rod is the President of Money Insights working directly with clients and the team to create an enjoyable environment for all. He has worked in financial services since 2009, after a decade of working in small businesses for others. He holds an MBA, with an emphasis in entrepreneurship, as well as an undergraduate degree in Marketing Communications. Rod is married to Jodi, and they have 7 amazing children.
Contact Today’s Guest:
Blake: blake@moneyinsightsgroup.com
Rod: rod@moneyinsightsgroup.com
To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids
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Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.
While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.
In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
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