19 min
Unlocking Wealth Strategies Used by the High-Net Worth with Chris Marino The Daily Mastermind
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- Self-Improvement
In this episode of The Daily Mastermind, host George Wright III invites guest Chris Marino, a senior marketing director and partner at ToroPoint with over 15 years of experience in wealth advising and life insurance brokerage, to discuss wealth management, financial planning for high net worth individuals and businesses. Marino shares insights into the importance of a wealth mindset, strategies for financial planning, and the pivotal role of insurance as a dual-purpose investment tool for financial protection and wealth accumulation. The discussion covers the value of having a financial plan from early stages, the advantages of various insurance policy types like indexed universal life policies, and the significance of working with independent insurance advisors. The conversation aims to provide listeners with knowledge on building a solid financial plan incorporating insurance as a key component for wealth growth, asset protection, and legacy building.
Topics Covered
00:25 Chris Marino's Background and Expertise
01:38 The Importance of a Wealth Mindset
01:45 Strategies for Financial Planning and Wealth Management
06:03 The Role of Insurance in Wealth Building
11:57 Case Studies: Real-world Applications of Insurance Strategies
15:05 Getting Started with Insurance and Financial Planning
17:58 Connecting with Chris Marino for Expert Advice
You have Greatness inside you. I know you can Learn, Grow and Accomplish anything you put your mind toward. I appreciate you listening today. See you tomorrow.
George Wright III
FREE Daily Mastermind Resources:
CONNECT with George & Access Tons of Resources
Get access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.
Join FREE at www.JoinTheEvolution.com
Mentoring or Marketing Resources:
If you are interested in taking your Life or Business to the Next Level…
If you are having trouble Scaling your Operations or Creating More Growth…
If you need someone to help you Create More Vision, Clarity, Mental Discipline…
Mentoring might be the Perfect Option for you. Email me and I will see what options might best fit your needs. We have several options like The Academy Mastermind Group, CEO Mentoring or Marketing Consulting for your business. George@G3worldwide.com. This is my personal email.
About Chris Marino:
Chris Marino is Toropoint's Senior Managing Director and Partner. He is a seasoned wealth advisor with 15 years of expertise as a life insurance agent and life settlement broker. Chris began his career by acquiring insurance assets and longevity-based investments for prominent banks. He's notched up an impressive record, closing over $1 billion in life insurance deals before joining the Toropoint team.
Connect with Chris:
Website
https://www.toropoint.com/our-team
LinkedIn URL
https://www.linkedin.com/in/chmarino
Facebook URL
https://www.facebook.com/chrismarino12
YouTube URL
https://www.youtube.com/@Toropoint
In this episode of The Daily Mastermind, host George Wright III invites guest Chris Marino, a senior marketing director and partner at ToroPoint with over 15 years of experience in wealth advising and life insurance brokerage, to discuss wealth management, financial planning for high net worth individuals and businesses. Marino shares insights into the importance of a wealth mindset, strategies for financial planning, and the pivotal role of insurance as a dual-purpose investment tool for financial protection and wealth accumulation. The discussion covers the value of having a financial plan from early stages, the advantages of various insurance policy types like indexed universal life policies, and the significance of working with independent insurance advisors. The conversation aims to provide listeners with knowledge on building a solid financial plan incorporating insurance as a key component for wealth growth, asset protection, and legacy building.
Topics Covered
00:25 Chris Marino's Background and Expertise
01:38 The Importance of a Wealth Mindset
01:45 Strategies for Financial Planning and Wealth Management
06:03 The Role of Insurance in Wealth Building
11:57 Case Studies: Real-world Applications of Insurance Strategies
15:05 Getting Started with Insurance and Financial Planning
17:58 Connecting with Chris Marino for Expert Advice
You have Greatness inside you. I know you can Learn, Grow and Accomplish anything you put your mind toward. I appreciate you listening today. See you tomorrow.
George Wright III
FREE Daily Mastermind Resources:
CONNECT with George & Access Tons of Resources
Get access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.
Join FREE at www.JoinTheEvolution.com
Mentoring or Marketing Resources:
If you are interested in taking your Life or Business to the Next Level…
If you are having trouble Scaling your Operations or Creating More Growth…
If you need someone to help you Create More Vision, Clarity, Mental Discipline…
Mentoring might be the Perfect Option for you. Email me and I will see what options might best fit your needs. We have several options like The Academy Mastermind Group, CEO Mentoring or Marketing Consulting for your business. George@G3worldwide.com. This is my personal email.
About Chris Marino:
Chris Marino is Toropoint's Senior Managing Director and Partner. He is a seasoned wealth advisor with 15 years of expertise as a life insurance agent and life settlement broker. Chris began his career by acquiring insurance assets and longevity-based investments for prominent banks. He's notched up an impressive record, closing over $1 billion in life insurance deals before joining the Toropoint team.
Connect with Chris:
Website
https://www.toropoint.com/our-team
LinkedIn URL
https://www.linkedin.com/in/chmarino
Facebook URL
https://www.facebook.com/chrismarino12
YouTube URL
https://www.youtube.com/@Toropoint
19 min