Helping Families Create Generational Wealth
Scott Christensen was recently interviewed by Caleb Guilliams of Better Wealth where he discusses his life in the insurtance industry and how his mindset has changed in regards creating financial certianty for his clients.
Scott has been helping families and business owners plan for the future for over 40 years in addition to training and coaching hundreds of insurance agents and financial professionals over the last 30+ years on how to create and preserve wealth.
In this interview Scott and Caleb talk about Scott’s story and what he has gone through, his philosophy about how money works, and more. Be sure to stay tuned and enjoy this episode!
Show Notes
- Scott’s background – 2:09
- Starting his insurance career – 2:42
- Scott’s AHA moment – 4:15
- Setting financial goals – 4:47
- Having the experience and knowledge – 5:58
- Key things happening in his life – 6:50
- Being a traditional thinker and planner – 7:25
- Scott’s definition of financial certainty – 9:14
- Reducing the number of assumptions – 10:57
- His granddaughter’s story and how he changed his mindset on money – 11:27
- Helping families generationally – 12:51
- A client’s story about using life insurance – 13:44
- What is life all about according to Scott – 15:50
- What challenges he had gone through during his life – 17:04
- The emotional side of seeing a loved one die – 19:27
- Be your greatest asset – 23:27
- Planning for the future – 24:12
- Creating tax-free generational wealth – 24:52
- Life insurance and human life value for every generation – 25:41
- Scott’s definition of human life value – 26:02
- Scott’s answer for the legacy question – 28:19