Life Benefits Team prepares for 3-day Wealth Summit in San Diego, California

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Life Benefits prepares to host a 3-day Wealth Summit in San Diego May 2nd-4th to share myth-busting financial education along with best wealth-creating practices. Tom McFie, known as the man who “Beat the Bankers,” will share what Banks do with their own money…not what they tell others to do.

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3-day Wealth Summit

An immersive experience is one of the best types of education, and that is what we're looking forward to providing at this Summit.

Life Benefits has provided financial education from a unique perspective to individuals, families and business owners across the United States for 7 years. Now in addition to online resources at, short webinars, and 4hr-1day workshops, Life Benefits is excited to be hosting a 3-day Wealth Summit in San Diego, California at the Marriot Del Mar May 2nd – 4th 2014.

“An immersive experience is one of the best types of education, and that’s what we’re looking forward to providing at this Summit”, says Dr. Tom McFie President of Life Benefits.

Life Benefits’ evolution from strictly online resources, to short workshops and finally a 3-day Wealth Summit has been driven by several requests from Life Benefit fans and previous event reviews. “People have always wanted more time to absorb all the great information and get to know the other attendees”, says Event Coordinator Michele McFie. A longer event provides more time for interaction and learning, and this 3-day Summit has been a hit with over 60 people registered so far and some people traveling in from as far away as Australia.

Some of the topics slated to be covered at this Wealth Summit include: Beating the Bankers, Laying the Foundation for Extraordinary Success, Starting with the End In Mind, The Power of NOW, Creating Wealth and Leaving a Legacy. There is also a session on Myth Busting to help attendees overcome prevalent financial lies and misinformation. More Information at

In addition to this, Life Benefits is pleased to announce 2 special guest speakers. Jack Cohen, CPA, a former IRS auditor for 30+ years, will be sharing with the group about how to avoid taxes legally, and guest speaker Tim Clue, a clean-comedian from Chicago, who has opened for both Jerry Seinfeld and George Bush, Sr. will provide humor inviting the audience to look at the lighter-side of debt, money, wealth and life.

Life Benefits provides out-of-the-box financial education that many people are seeking, especially after the market crash of 2008 and it’s repercussions. People are using the education and concepts shared by Life Benefits to manage their own money, get out of debt, finance business expenses, purchase cars, save for college, build their nest egg for the future and more.

A major focus of Life Benefits’ educational efforts is the unique power of Participating Whole Life Insurance as a financial tool. “Many people today ridicule whole life insurance as a ‘bad investment’, but it wasn’t always that way. History shows it to be a great financial foundation if structured correctly,” says Tom McFie, “It provides a basis of guarantees, liquidity and protection which can’t be found anywhere else.”

Note: Loans and withdrawals from life insurance can cause adverse tax consequences, penalties and may cause a policy to lapse. Insurance products are backed by the claims paying ability of the issuing insurance company and are not FDIC insured. Life Benefits, Inc., its agents, and representatives are not authorized to give legal or tax advice.

For additional information about the 3-Day Wealth Summit in San Diego May 2nd-4th contact Ben McFie at 503-363-5433 or visit

Ben McFie, Director of Public Relations
Life Benefits, Inc.
Office: 503-363-5433

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Ben McFie

Michele McFie
since: 05/2011
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Life Benefits, Inc.
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