In this episode of "My Money Is Safe," hosts Greg and Patty discuss Roth conversions and advanced life insurance strategies as powerful retirement and legacy tools. They explain converting traditional IRA funds (e.g., $100k annually) to Roth accounts, paying taxes upfront, and using vehicles that can offset costs with ~20%+ growth for tax-free access later. They then highlight the PSLIP (Properly Structured Life Insurance Plan) as a "Roth on steroids," offering immediate leveraged death benefits (often $1M–$3M+ from smaller premiums), tax-free loans/withdrawals, and living benefits for long-term care or terminal illness—illustrated by Greg's personal story of accessing six figures tax-free for his wife's cancer treatment after minimal premiums. For qualifying clients (especially under 65), they describe a premium-financed "3-to-1 match" strategy where client contributions are leveraged with bank loans (collateralized by the policy) for exponential growth and protection. The pair emphasize customizing combinations of these approaches based on health and goals, urging listeners to call 1-800-297-5755 or visit MyMoneyIsSafe.com.

In this episode of "My Money Is Safe," hosts Greg and Patty discuss Roth conversions and advanced life insurance strategies as powerful retirement and legacy tools. They explain converting traditional IRA funds (e.g., $100k annually) to Roth accounts, paying taxes upfront, and using vehicles that can offset costs with ~20%+ growth for tax-free access later. They then highlight the PSLIP (Properly Structured Life Insurance Plan) as a "Roth on steroids," offering immediate leveraged death benefits (often $1M&ndash;$3M+ from smaller premiums), tax-free loans/withdrawals, and living benefits for long-term care or terminal illness&mdash;illustrated by Greg's personal story of accessing six figures tax-free for his wife's cancer treatment after minimal premiums. For qualifying clients (especially under 65), they describe a premium-financed "3-to-1 match" strategy where client contributions are leveraged with bank loans (collateralized by the policy) for exponential growth and protection. The pair emphasize customizing combinations of these approaches based on health and goals, urging listeners to call 1-800-297-5755 or visit MyMoneyIsSafe.com.

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.