HOUSTON, TX, July 15th, 2025, FinanceWire
Dr. Barbara Walker-Green, a nationally certified financial educator and founder of Advanced Wealth and Retirement Planning Concepts, will host a free nationwide webinar titled:
“How to Build Generational Wealth Using Life Insurance”
On Saturday, July 26th at 10:00 am PST, designed to empower individuals and families with the knowledge they need to use life insurance as a powerful financial strategy — not just for protection, but for building lasting wealth.
“Life insurance isn’t just about covering funeral costs. It’s one of the most underused tools for creating tax-free retirement income and passing on generational wealth,” said Dr. Walker-Green. “This webinar is about shifting how we think about money — and showing you how to create a legacy, even if you’re starting late.”
Attendees Will Learn:
- Why generational wealth disappears in after the second generation in most families — and how to stop the cycle
- The basics of Indexed Universal Life (IUL) insurance and how it can create tax-free income
- How to turn the policy into a flexible tool for retirement, family banking, and estate planning
- What the wealthy know about life insurance that most working families don’t
- How average families can create generational wealth using the strategies discussed
Exclusive Resources for Webinar Participants
Participants will receive access to a bundle of resources designed to support their financial education and legacy planning:
All Attendees Receive:
Free access to financial education tools and post-event resources, including:
Featured Resources Available to Attendees:
- Smart with Money — an engaging, online money course for families and children (offered at a special attendee rate)
- Digital Will Organizer — a secure digital vault to help attendees plan and store critical documents and beneficiary information
- Bonus Video: “How to Use Life Insurance to Protect Your Assets from the Nursing Home”
- Access to ILLIA — a powerful digital tool that helps users identify, customize, and compare life insurance strategies designed to build generational wealth through financial leverage.
- Invitation for a Personal Strategy Session with Dr. Walker-Green to build a customized generational wealth plan
Reserving Free Seat Now:
This is a live, virtual event. Space is limited, and early registration is encouraged.
About Dr. Barbara Walker-Green
Dr. Barbara Walker-Green is a certified financial educator through the National Association of State Boards of Accountancy (NASBA). With over two decades of experience, she specializes in guiding families, professionals, and pre-retirees through powerful strategies that combine life insurance with long-term financial planning.
She is the founder of Advanced Wealth and Retirement Planning Concepts and Shero Nation, a financial empowerment movement focused on building wealth in underserved communities and closing the legacy gap.
Website: www.advancedwealthllc.com