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Steven Bowles

Steven Bowles

Founder and CLU® advisor at Catalyst Advisory, specializing in life insurance and advanced wealth transfer planning for high-net-worth families and entrepreneurs.

Jul 7, 2026

19:07
And like, how can we take some of that fruit and apply it in our own lives?
19:12
So the first thing I would touch on is just they think about different horizons from a time perspective.
19:18
So a lot of times in the conversation, when you're having sequence of return conversations and those types of things, people are thinking of long term, meaning retirement through the end of my life.
19:31
That's not what they're thinking about.
19:32
They're thinking generationally.
19:34
When you're thinking generationally, the the risk profile is completely different.
19:40
And so if we start to think about that, first off, we know how to make money.

19 MINS LATER

39:14
It's infinite banking in an indirect way.

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