November 15, 2024

Kofi Thompson

Episode 240: Living for the Future: A Wealth-Building Tool for You and Your Clients with Kofi Thompson

PF Pod 240 Promo

Listen in as Erin and Kofi discuss:

  • How he transitioned from a medical career path to finance after witnessing his family’s financial challenges and realizing the importance of wealth management
  • How infinite banking allows us to use the cash value in whole life insurance policies as a personal bank, which offers advantages like lower loan costs and flexible repayment compared to traditional banking
  • How many use infinite banking to finance property flips or business expansions, leveraging this approach for accessible capital and potential tax advantages
  • The importance of serving clients holistically, connecting them with other resources and experts
  • The value of authenticity and focusing on one’s own path
  • …and much more!

PF pod 240 quote

About

Kofi Thompson works with First generation wealth creators helping them accomplish their goals with more clarity and intentionality. As a comprehensive financial advisor, he helps his clients build, manage, protect, and transition wealth, helping them to follow a personalized path to turn their dreams into realities.

Growing up Kofi was impacted by many financial traumas his parents faced. In his early 20’s reality struck and after his father passed away from cancer. After that unfortunate event he came to the conclusion that no one should pass off debt instead of wealth. After this and realizing that much of the financial pain people have was caused by misinformation and miseducation, it became his mission to serve and heal the financial lives of others.

He believes the problems we face today can’t be solved with the same way of thinking that got us here so he uses his knowledge to take nuanced approaches to find solutions to the financial problems that business owners, real estate investors and IT professionals face. Outside of his business he is also a competitive powerlifter holding a Virginia state dead lifting record, a yogi, book nerd, cyclist, and podcaster Host of the Show Breaking the Glass Ceiling where he helps his audience grow spiritually, emotionally, physically, mentally, and emotionally.

How to Connect With Kofi

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