Rx WEALTH
🎙️ Rx Wealth: "Your Prescription for Financial Legacy."
Welcome to RX Wealth, the podcast where we prescribe real conversations about money, mindset, and generational impact. Hosted by a nurse, author, and financial professional on a mission to help families break cycles of debt and create lasting wealth — starting with one of the most powerful tools: life insurance.
Each episode blends faith, finance, and forward-thinking strategies to help you and your loved ones thrive — not just survive.
💬 Have a life insurance story?
We want to hear from you!
👉 Send us a voice note or text about how life insurance has impacted your life to our WhatsApp Business number: 562‑900‑3200
Let’s inspire others to protect what matters most.
Your story could be featured in an upcoming episode!
Rx WEALTH
Estate Liquidity Audit | Auditoría de Liquidez Patrimonial — Elimina la brecha de efectivo para el Estate Tax sin ventas forzadas
Estate Liquidity Audit is the podcast episode for founders, real‑estate families, and professionals with $10M+ estates who refuse to fire‑sale assets to pay estate taxes. In 10 minutes or less, you’ll learn how to quantify your true exposure, calculate your liquidity gap, and design coverage using life insurance held outside the estate—coordinated with your attorney and CPA. Expect anonymized 8–9 figure case breakdowns, simple checklists you can hand to advisors, and one clear action per episode. This is for serious families and advisors who value precision over hype.
What you’ll get:
- Liquidity math made simple, trust/ILIT design basics, premium funding options (cash, collateralized, financing), policy design trade‑offs, governance, and the biggest mistakes to avoid.
Who it’s for / not for:
- For UHNW/HNW families, owners nearing exit, family offices, and advisors.
- Not for sub‑$10M estates or DIY legal advice seekers. We keep it tight and actionable.
Call to action:
- Book your 30‑minute Estate Liquidity Audit. In 7 days you get: Liquidity Gap Report, Funding Map, and an Implementation Checklist for your lawyer/CPA. If we don’t identify material exposure or a clearly better design, we close your file with a Peace‑of‑Mind memo. Text “AUDIT” to +1‑562-900-3200 or use the link uribeinsurance.com
*Education — not legal, tax, or investment advice. Consult your own advisors. State rules and thresholds may vary.
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Auditoría de Liquidez Patrimonial es el programa para familias empresarias y profesionales con patrimonios de $10M+ que no quieren vender activos clave para pagar el impuesto sucesorio. En menos de 10 minutos, aprenderás a medir tu exposición real, calcular tu “brecha de liquidez” y diseñar cobertura con seguro de vida fuera del patrimonio—coordinado con tu abogado y contador. Casos reales (anonimizados), checklists simples y una acción clara por episodio. Precisión > humo.
Lo que obtendrás:
- Matemática de liquidez, bases de ILIT/fideicomisos, opciones de prima (efectivo, colateral, financiamiento), decisiones de diseño de póliza, gobernanza y errores críticos a evitar.
Para quién es / no es:
- Para familias UHNW/HNW, dueños cerca de exit, family offices y asesores.
- No es para patrimonios < $10M ni “hágalo‑usted‑mismo”.
Llamado a la acción:
- Agenda tu Auditoría de 45 minutos. En 7 días recibes: Informe de Brecha, Mapa de Liquidez y Checklist de Implementación para tu abogado/CPA. Si no vemos exposición material o mejoras claras, cerramos tu expediente con un Memo de Tranquilidad. Escribe “AUDITORÍA” al +1‑562-900-3200 o usa el enlace uribeinsurance.com
*Educación, no asesoría legal, fiscal ni de inversiones. Consulta a tus asesores. Reglas y umbrales estatales pueden variar.
