WOW 24–Staying SAFE! (Due Diligence, Compliance, and Legal Q&A)
Description
*This episode is all about knowing what questions to ask and how to stay out of trouble; both as an investor and/or as a financial professional (inc. those raising capital). These things are critically important to know, especially since we talk about a lot of "outside-the-box" strategies and "Alternative" investments on this show: namely, Private Placements/Syndications and Cash Value Life Insurance/"Privatized Banking". We believe these offer tremendous opportunities to build wealth, but the nuances and regulations are complex, to say the least! While this is certainly not an all-inclusive list of Questions or Answers, it's a good starting point.
*We are not Attorneys, CPAs, Government Securities Compliance Officials, Investment Advisors, Financial Planners, etc. as of this recording, other than Licensed Life & Health Insurance Agents and personal investors. This information is not intended as specific legal or financial advice, and is for general educational purposes only. Please contact the appropriate professional to discuss your particular situation.
United States
