Manage episode 521306987 series 3529867
Money decisions should feel like leadership decisions—clear, steady, and aligned with your mission. We sit down with Elijah Abraham, a licensed life insurance agent and Army National Guard veteran, to break down how service members, families, and high performers can protect income, reduce risk, and build a legacy without getting lost in jargon. Elijah traces his path from the military to financial educator, revealing why so many vets underuse benefits and how a simple plan turns confusion into confidence.
We get practical fast: what an Index Universal Life policy really does, when a traditional whole life policy makes more sense, and how annuities can secure retirement income regardless of market swings. Elijah explains how to pair tools like TSP and SGLI with permanent insurance and trusts, so your coverage, beneficiaries, and cash flow work together. He also opens up the family banking playbook—using well-structured policies and trusts to finance assets at lower rates, keep interest inside the family, and strengthen liquidity during big life moves.
If you lead a business or aim high in your career, you’ll hear strategies to retain great people, reduce taxes within the rules, and keep capital ready to scale. Elijah shares a six-step approach anyone can apply: diversify income, fund an emergency reserve, manage consumer debt, lock in legal protection with wills and trusts, and balance wealth building with wealth preservation. The bottom line is simple: applied knowledge beats passive learning, and a trusted team—legal, tax, insurance, real estate—turns good intentions into results.
Ready to move from information to action? Follow, share, and leave a review so more families and service members can build with confidence. Then take the next step: schedule a conversation, calculate your coverage, and bring your beneficiaries into the plan. Your legacy starts with one clear decision today.
Connect with Elijah Abraham
[email protected]
[email protected]
Phone 403-593-8663
https://elijah-abraham.mynewretirement.com/en/webinar
IG: https://www.instagram.com/emoney.nq
FB: https://www.facebook.com/emoney.nq
LinkedIn: https://www.linkedin.com/in/elijah-abraham-857256213
Youtube: https://www.youtube.com/@emoney-nq
Tik Tok: https://www.tiktok.com/@emoney.nq
LegalShield sponsors this Episode -
Smart, Simple Coverage Starts Here. Protection for your family, your business & your personal identity
Connect with Wanda and Dennis Pearson - 678-761-5781
https://dennispearson.legalshieldassociate.com
Stay tuned for the next episode of Ready Set Collaborate with Wanda Pearson. Subscribe - Follow and Like Ready Set Collaborate with Wanda Pearson
Chapters
1. Welcome And Mission Of Collaboration (00:00:00)
2. Introducing Elijah And His Financial Focus (00:00:31)
3. Why Financial Education Matters (00:03:16)
4. Elijah’s Path From Service To Finance (00:06:44)
5. Turning Risky Hustles Into Sustainable Stewardship (00:10:55)
6. The Fulfillment Formula And Retirement Gaps (00:14:07)
7. Education-First Coaching And Discovery Calls (00:18:35)
8. Unique Needs Of Service Members And Benefits (00:22:00)
9. IULs, Whole Life, And Annuities Explained (00:24:34)
10. Who IULs Fit And When To Choose Whole Life (00:27:16)
104 episodes