Monthly Archives: July 2020

BluBrry Feature Image

Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama



Premium financing is a strategic way to build wealth over time, but it does come with its risks.

In today’s episode of The Truth About Wealth Podcast, Michael is joined by Darren Sugiyama, author and Managing Partner for Lionsmark Capital. Darren examines premium financing, its benefits, the requirements needed to qualify, and more.

In this episode, you will learn:

  • What premium financing is
  • The danger of premium financing in current times
  • How a typical premium financing agreement works
  • The benefits of premium financing
  • And more!

Tune in now to learn about the value and risks of premium financing!

Resources:  Copper Beech Financial Group | Darren Sugiyama on LinkedIn | Lionsmark Capital Website


BluBrry Feature Image

Episode 37: When Planning Doesn’t Go as Planned



At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family. 

In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various reasons why this may happen. 

In this episode, you will learn:

  • Why some families are not the right fit for Copper Beech’s platform
  • The challenges that can come with estate planning for clients 
  • How to spot red flags during planning and how to maneuver these
  • Why estate planning is important to generational wealth
  • And more!

Tune in now to learn about estate planning and how to deal with plans that don’t work out.

Resources:  Copper Beech Financial Group  


BluBrry Feature Image

Episode 36: Charitable Lead Annuity Trust – With Derek Myron



What is a charitable lead annuity trust and how can it benefit taxpayers?

In this episode of The Truth About Wealth Podcast, Michael Parise speaks with Derek Myron from Centura Wealth Advisory to discuss charitable lead annuity trust. Derek provides an extensive look into the trust and its tax benefits.

In this episode, you will learn:

  • What the charitable lead annuity trust is, how it works, and its value to taxpayers
  • The number one risk of a charitable lead annuity trust
  • A detailed walkthrough of the three tax benefits of this transaction
  • And more!

Tune in to learn about charitable lead annuity trust!

Resources:  Copper Beech Financial Group | Centura Wealth Advisory