JOSHUA SHERRARD, PRESIDENT AND CEO OF STRATEGIC NAVIGATORS, INTERVIEWED ON THE INFLUENTIAL ENTREPRENEURS PODCAST DISCUSSING THE RICH MAN ROTH

Because the most significant portion of wealth for a business owner is tied up inside the business, Josh Sherrard discusses his approach to helping his business clients create a savings plan that makes sense for a successful future.

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Listen to the interview on the Business Innovators Radio Network

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Click here to listen to the full interview!

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Josh discusses his proprietary strategy he calls the Rich Man Roth in the interview. Because deferring taxes is not better than paying taxes now, he feels that placing money into a specialized account in the shell of a permanent life insurance policy provides spectacular benefits. This provides liquidity so that one can reaccess their funds while also providing no taxes on the gain. This guarantees no loss of principal and dramatic upside in cash value growth inside the policy.