E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners

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Alt Investing Made Easy

AltInvestingMadeEasy LLC

60 episodes

6 days ago

Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money work harder. Dive in with us, and let's make investing in alternative assets easy, giving you the confidence to navigate the financial landscape, one episode at a time.

All content for Alt Investing Made Easy is the property of AltInvestingMadeEasy LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Education,

Business

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E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners

Alt Investing Made Easy

30 minutes

2 months ago

E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners

In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional growth and reflects on his journey from attorney to finance professional, highlighting the value of helping others in the industry.

About Our Guest: Charles Heinzelman, CEO & Founder, C4 Financial Partners

Charles Heinzelman is a tax planning and premium finance specialist serving high net worth individuals. With 16+ years as CEO of C4 Financial Partners, he helps clients grow assets through tax-advantaged strategies.

Background:

Former compliance officer at Transamerica/InterSecurities
Licensed attorney (Ohio and Arizona bars)
Multiple securities licenses for supervision and advisory services
Specializes in premium finance for clients with $250k+ income and $5M+ net worth

About Premium Finance:

Uses bank financing with participating whole life insurance
Creates tax-deductible interest payments while building tax-deferred assets
Available to qualified high net worth individuals for estate and tax planning

Network in Action Austin:

Founder and leader of Austin's technology-based networking organization
Combines traditional networking with mastermind components
Focus on B2B relationship building and revenue generation

Philosophy: "If you want to go fast, go alone. If you want to go far, go with others."

Contact: LinkedIn: linkedin.com/in/benefitingyou

Takeaways

- Premium finance is a method for high net worth individuals to finance their retirement using bank loans.

- Tax planning is crucial for maximizing financial efficiency and leveraging available structures.

- Networking is essential for building relationships and driving revenue in business.

- Compliance is critical in finance to ensure legal adherence and protect clients.

- Documentation is key to avoiding legal issues and maintaining accountability.

- Learning from past financial crises can inform better decision-making in the future.

- Personal philosophy plays a significant role in professional success and growth.

- Transitioning from law to finance can provide unique insights and advantages.

- Helping others is a core value that drives success in the finance industry.

- Building wealth requires understanding and utilizing various financial strategies.

Chapters

00:00 Introduction to Premium Finance

02:36 Understanding Premium Finance and Its Benefits

05:25 The Importance of Tax Planning

08:00 Networking in Action: Building Connections

11:16 The Role of Compliance in Finance

13:52 Lessons from the Financial Crisis

16:41 Personal Philosophy and Professional Growth

19:31 The Journey of an Attorney to Finance

22:10 Conclusion and Final Thoughts

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”