Unlocking the Secrets of Effective Estate Planning with Kyle Campbell

April 30, 2024

Melanie Johnson and Jenn Foster co-owners of Elite Online Publishing, interview Kyle Campbell, a seasoned professional from Hoteling Insurance. With an extensive background in aiding families and businesses in navigating the complexities of estate planning and leveraging insurance to foster family unity and financial security, Kyle brings invaluable insights.

Listen Below:

Watch Below:


Click here to access all of Elite Expert Insider podcasts.

What You’ll Learn In This Episode:

  • Importance of Estate Planning

  • Role of Insurance in Estate Planning

  • Maintenance of Estate Plans

Quotes:

“If the bulk of the family’s wealth is in the business, then what you have happen is parents want to treat the kids equally, or at least they want to treat them fairly. It’s not always fair, is not always equal.” (06:39)

“The problem was, if they died and the estate tax is triggered now, they owe $0.40 on the dollar for everything over 25 million, roughly right now. So 75 million in net worth at 40%, 28, $29 million tax bill coming due when they passed.” (10:58)

“Now when it comes to property and liability in those areas, you’ve got to be looking heavily every year because with all the natural disasters, hurricanes, wildfires, property rates have gone through the roof, auto claims have gone through the roof.” (15:13)

About Kyle Campbell:

We specialize in working with clients to do only what is in their best interest, not the insurance company’s. We provide comprehensive risk management and financial planning solutions, through the use of multiple types insurance products, across hundreds of carriers. By being carrier agnostic, we have the freedom to spend our time focused on solving the issues at hand, and then determining which product on the market is the best fit. Versus our competitors who spend their time crafting the story, to make the problem fit the product they are trying to sell. Experience the difference of working with a truly independent advisor.

Learn More Here

Leave a Rating & Review:

If you found value in this podcast, please support us by leaving a rating and review on iTunes! Each review is read personally, and we would love your feedback! Thank you in advance.

Click here to view the podcast! Click “Listen on Apple Podcasts,” then “Ratings and Reviews,” and you will see the button to “Write a review.”

Don’t forget to SUBSCRIBE on iTunes and YouTube, so you never miss an episode.

Video URL: https://youtu.be/C-Jl3QSBgvs

Website: https://EliteOnlinePublishing.com

Blog Archives

Categories

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Related Posts

The Business Fortress Formula with Mark Willis

Jenn Foster, co-owner of Elite Online Publishing, interviews Certified Financial Planner and three-time bestselling author Mark Willis. They dive into the world of smart investing, future planning, and the unique financial hurdles Listen Below: Watch Below: Click here...

read more
How Top Entrepreneurs Are Building Authority Platforms

How Top Entrepreneurs Are Building Authority Platforms

In 2025, simply publishing a book isn’t enough. The smartest entrepreneurs and thought leaders know that a book is just the beginning of something bigger: an Authority Platform. A well-positioned book gives you credibility, but what you do next determines whether you...

read more