In this episode of "My Money is Safe," host Greg Elie and his vice president Patti Jaynes promote safe retirement strategies through their company, The Prosperity Group, urging listeners to protect assets from market volatility using the "Rule of 100" (subtract your age from 100 to determine the percentage that should be in safe, income-producing vehicles). The core focus is their PSLIP (Properly Structured Life Insurance Plan), which allows policyholders to access tax-free income and living benefits—such as long-term care, home health care, or chronic illness support—while alive, in addition to traditional death benefits for heirs.

They share real client success stories, including one woman with a chronic illness who accessed $450,000 tax-free from her policy, and emphasize how these plans can generate substantial tax-free retirement income (e.g., $175k+ annually for some couples), help fund nursing home costs, and turn modest contributions into significant legacies. The hosts criticize "buy term and invest the difference" approaches as renting insurance, contrast them with properly structured permanent policies (like Indexed Universal Life), warn about taxes and market risks in a "corporate dictatorship" era, and repeatedly invite calls to 1-800-297-5755 or visits to MyMoneyIsSafe.com for reviews, tax calculators, and consultations. The discussion blends financial education, personal anecdotes, and motivational advice for all ages.

In this episode of "My Money is Safe," host Greg Elie and his vice president Patti Jaynes promote safe retirement strategies through their company, The Prosperity Group, urging listeners to protect assets from market volatility using the "Rule of 100" (subtract your age from 100 to determine the percentage that should be in safe, income-producing vehicles). The core focus is their PSLIP (Properly Structured Life Insurance Plan), which allows policyholders to access tax-free income and living benefits&mdash;such as long-term care, home health care, or chronic illness support&mdash;while alive, in addition to traditional death benefits for heirs.
They share real client success stories, including one woman with a chronic illness who accessed $450,000 tax-free from her policy, and emphasize how these plans can generate substantial tax-free retirement income (e.g., $175k+ annually for some couples), help fund nursing home costs, and turn modest contributions into significant legacies. The hosts criticize "buy term and invest the difference" approaches as renting insurance, contrast them with properly structured permanent policies (like Indexed Universal Life), warn about taxes and market risks in a "corporate dictatorship" era, and repeatedly invite calls to 1-800-297-5755 or visits to MyMoneyIsSafe.com for reviews, tax calculators, and consultations. The discussion blends financial education, personal anecdotes, and motivational advice for all ages.

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.

Greg Elie&nbsp;has been serving clients and retiree&rsquo;s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in.&nbsp;He has helped hundreds of clients&rsquo;&nbsp;have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market.&nbsp;Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career.&nbsp;Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.

My Money Is Safe with Greg Elie

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.