Using Insurance Policy Is To Build, Protect, and Transfer Wealth with David Foxx & Sammy Franco The Art of Winning

“If you have a financial adviser already, like our policies work directly with that person, to make sure we're getting all of your money to work for you. So we're not trying to replace someone that you've already got on your team. We're trying to work with your existing team to get your money to work harder for you. Because these concepts are not offered by all advisors, you have to be specially licensed to actually offer these policies because as you can see, we've been talking here for about 45 minutes just on your basic ideas, not even to the specifics of how they work.” -  David Foxx



One common misconception about finance is that it takes money to make money. Quite the contrary,  it is leveraging what you already have and creating value. Money is only a by-product of your mindset and action. 
It's another value-bomb episode with our guests, financial experts David Foxx and Sammy Franco. They will break down the complexity of financial concepts, and walk us through the realistic steps so we could take action and start building our wealth today!


David Foxx is the co-founder of B.F.I. Financial. Be Financially Informed focuses on its core values of delivering financial literacy across the United States. David is personally licensed in 20 states and has a team of licensed professionals working with over 100 trusted partners trained to find the right financial solutions for every client.
Throughout his career, from the corporate world to business ownership, David has been in leadership positions focused on developing people to reach their full potential. Today, David gets the opportunity to help solve financial problems for those wanting to be in a better position.
David credits his mission and drives to his father. As an educator, his father would always show him that bringing value to others will bring more fulfillment than anything else in life. David saw this play out when he watched a financial advisor sit down with him to create a plan for his money that was specific and perfect for his situation. Since then, financial advising intrigued David and he realized this was the way he wanted to help people in this world.
Sammy Franco is a licensed financial professional in Fresno, Ca.  He is a Fresno/Central Valley Native and resides in Fresno with his wife (Rachel) of 17 years, their two children; Sammy and Lily (13 and 16 years old), and their Giant Schnauzer; Uma (8 years old). He has over 25 years of financial experience running multi-million dollar establishments for some of the biggest retailers in the United States.  
Sammy has been a business owner, Entrepreneur, and Independent consultant.  He is also experienced every spectrum of the financial scale. 
He had enough assets to enjoy a comfortable life, open a business and enjoy time with his family.  He has also lost everything due to having unprotected assets and had to start building all over from square one.  One thing can be said for experience, it is often the greatest teacher of all time.  What we can learn from our life experience is invaluable.  His experiences have driven him to a level of financial literacy that has helped him create a vision that he believes can benefit families, businesses, and individuals alike. 


[00:01 - 13:44] Opening Segment
Quick fun chat with our guests, David and Sammy The biggest misconception about finance [16:02 - 51:58] Set Yourself up for Success: Start Building Your Wealth Today
Ways you could use your life insurance policy to build assets  Whole Life versus Universal Life Policy The Infinite Banking concept What is a family bank trust and why you should have one How the Million Dollar Baby plan works. Setting up your kids for the rest of their lives The unheard tax codes that are used by the rich What is the 162 Executive Bonus Plan and how you could leverage it for your business? [54:51 - 56:18] Closing Segment
Caveat: Be careful who you listen to for financial education online T