Tax-Free Retirement Strategies
Podcasts > My Money Is Safe
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.
Saturday, August 2, 2025
In today’s episode of My Money Is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes unpack innovative tax-free retirement strategies that can transform your financial future. Greg and Patti explore the power of Tax-Free Retirement Accounts (TFRAs), specifically focusing on properly structured Indexed Universal Life (IUL) policies, or what Greg calls the "P-Slip," which can outperform traditional Roth accounts by offering tax-free income, long-term care benefits, and leveraged growth through unique bank-matching strategies. They break down the complexities of Section 7702 of the Internal Revenue Code, share real-world examples like a client’s IUL outperforming a Roth by $200,000, and discuss why whole life insurance often falls short due to negative arbitrage. Tune in to learn how to legally minimize unnecessary taxes, protect your wealth, and plan for a secure retirement. Contact Greg and Patti at 1-800-440-0434 or visit mymoneyissafe.com for more details and a free copy of Prosperity Plan ABCs.
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