In this eye-opening episode, ClaimLinx founder Tom Quigley and special guest Alicia Kishpaugh introduce a powerful wealth-building and retirement planning strategy that goes far beyond traditional life insurance. Alicia breaks down how she helps clients across the country—ranging from everyday business owners to billionaires—grow their money in two accounts at the same time using a method her firm pioneered.

This is not your grandfather’s life insurance. Through a structured dual-account system and leveraging the Section 7702 tax code, clients can turn a lump sum investment into long-term, tax-free retirement income, along with flexible life insurance coverage.

Tom shares his personal journey of using this strategy with Alicia’s help—investing $300K over three years and projecting a $1 million return within a decade.

Whether you're a small business owner or someone looking to retire smarter, this episode will reshape how you view life insurance, retirement planning, and strategic wealth building.

• How the dual-account system works: Funding a life insurance account and borrowing against it to invest

• Why this structure provides tax-free retirement income

• Real client examples, including Tom Quigley’s own $1M strategy

• The flexibility to pause or change contributions with no credit impact

• Who qualifies: Minimum $100K lump sum investment

• Why this strategy works even for those with health issues or uncertain income futures

• Alicia’s drive across the Americas with her family—and how that spirit of adventure shows up in her financial planning style

• “Most people divide their money—life insurance OR investment. We combine both.” – Alicia Kishpaugh

• “I invested $300K and in 10 years, I’m looking at $1 million. That’s real.” – Tom Quigley

• “It’s designed to maximize income, not just death benefits.” – Alicia

• “This is how the wealthy do it—the Rockefellers, the banks, the billionaires.” – Alicia

• “Stop overpaying for group health, and start investing what you save.” – Tom

• Business owners looking to grow retirement income

• High earners with lump sums to invest

• Individuals tired of 401(k) limitations

• Anyone interested in tax-free wealth accumulation

• Financially curious people who want to think outside the box

➡ Contact Tom Quigley at ClaimLinx.com
➡ Tom will connect you directly with Alicia to schedule a personalized consultation.

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