Reclaiming Sovereignty: Peter Merrick's Journey on the Ola Hawatmeh Show
Adrian C. Spitters FCSI?, CFP?, CEA? President, Author, Private Wealth Advisor
I Execute Tax-Efficient Investment Portfolio Solutions So That Your Business, Family, And Estate Assets Are De-Risked And Protected Against Financial Risk, Economic Threats, Inflation And Higher Taxes.
I am excited to share with you my friend and colleague Peter J. Merrick's recent appearance on the Ola Hawatmeh Show. Ola Nesheiwat Hawatmeh is one of the most unique voices on LinkedIn today, with her posts receiving tens of millions of views. She possesses a well-thought-out and firmly established value system, and she isn't afraid to stand her ground and defend what is right.
Ola interviews Peter J. Merrick, diving deep into the concepts of American and Canadian Exceptionalism. Together, they explore what motivates a true sovereign individual, how to stand one's ground, and the essence of imagining, creating, and succeeding where others have failed.
This episode is a profound exploration of patriotism, sovereignty, individuality, and the journey to reclaim personal freedom. Peter, a Canadian native, shares his inspiring journey, the pivotal incidents, and the insights that have shaped his path toward sovereignty. The conversation candidly covers his upbringing in Canada, his move to the United States, and the key experiences that influenced his current worldview.
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Ola is an incredible interviewer whose commitment to traditional American values shines through. Don't miss this powerful discussion on the Ola Hawatmeh Show. Join Peter and Ola for this enlightening conversation.
Who is Peter J. Merrick, CFP, TEP?
Peter J. Merrick, TEP, is a Commentator/Keynote Speaker & Expert in US/ Canadian/International cross-border and Estate Planning and Insurance & Annuity Planning.
Over three decades, Peter specialized in de-risking and saving his clients up to 40% of their wealth that would have otherwise been paid out because of poor planning. These proven solutions effectively shelter income, reduce taxes on income and estates and defer or eliminate tax on investments and creditor-proof assets for domestic and international clients.
Peter is also an author
Peter has written three comprehensive LexisNexis business, legal, tax, succession and estate planning textbooks. For 18 years, Peter wrote a column for LexisNexis called "The Bottom Line," one of the largest professional tax and accounting publications.?Peter was also a university and college finance and financial planning lecturer for over 12 years.
To receive a complimentary digital copy of "The King of Main Street," email me at [email protected]
In 2019, Peter relocated to San Diego, California, from Toronto, Canada. Right now, he sees a number of wealth-saving opportunities resolving long-ignored issues for Canadians in corporate planning, cross-border US and international planning, financial, philanthropic, and estate planning implementation, utilizing Canadian/US Life Insurance and Canadian/US Annuity strategies.
Peter works with high-net-worth individuals and their legal, tax and financial professionals performing Canadian estate freezes and terminal tax planning, as well as those who seek to relocate to the US or have financial interests in the US from places like Canada and other national jurisdictions.
It is absolutely essential that you partner with and work with an expert familiar with the Canadian Income Tax Act, the IRS Tax Code, and US/International Tax Treaties before implementing any strategy in the areas of Canadian estate freezes, terminal tax planning, and cross-border planning.
If you need Peter Merrick's invaluable expertise in Executing Tax Solutions Through Life Insurance so that your Business, Family, Wealth, and You are De-Risked and Protected, let's schedule an introduction to Peter J. Merrick by CLICKING HERE.
For more in-depth insights on de-risking your wealth, SUBSCRIBE to my colleague's LinkedIn Newsletter: The King of Main Street
Learn more about Peter J. Merrick...
Insurance Agency Owner specializing in Property, Casualty, and Life Insurance
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