Chris Naugle
👤 PersonAppearances Over Time
Podcast Appearances
I get guaranteed interest on my money.
I get dividends on my money.
It's all growing tax-free in a
protected environment.
And then when you come to me, Chris, to borrow money, all I do is I take a loan from my private bank and I lend it to you and you pay me 15% interest.
I take the 15% interest and I deposit it in my bank, not their bank.
And I'm just like, this sounds awesome.
But as a financial advisor, everything he's telling me, and I went really fast with that, but everything he's telling me, I'm compartmentalizing.
I'm like, all right, guaranteed interest.
What could that be, right?
And you're from the insurance industry, so I'm not thinking insurance.
I'm thinking financial.
And then he's like, dividends.
I'm like, all right, stocks, pay dividends.
And then he's like, tax-free.
I'm like, Roth.
But none of it was jiving because not all of them work together in what he just explained.
So I just asked him, I said, so what is this?
And then he tells me, and he says, it's a specially designed whole life, Chris, you should know that.
And I felt stupid because I'm like, oh, yeah, I should know that.