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What is a Selfless Approach to Planning?


Have you noticed that our society has become more ME-driven?

While many financial plans focus solely on what’s best for the client, Justin Bennett has designed a planning approach for those who are more focused on caring for those around them. This is not an approach that will resonate with everyone; it’s for people who are determined to lead selfless lives and to impact future generations.

In this episode, you’ll learn:

  • What it means to make selfless financial decisions
  • The features and goals that this selfless planning approach embodies
  • Why Bennett Financial believes in this approach to planning
  • The difference between capacity and desire—and why it matters
  • How tax-free capital can be allocated in a selfless planning approach

Tune in now and discover how a selfless planning approach can help you make an impact!

Related: The Benefits That Permanent Life Insurance Could Offer Your Planning

Related: Why Do You Care How Much Money I Make?

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