On this episode, 100 Year Team Members Kristin Colca, Teresa Kuhn, and John Shedenhelm share a client’s story who leveraged our cash-value whole life policy to invest in car wash, flipping it to make a hefty profit.
When considering if a whole life policy is right for you, it doesn’t always have to be a choice between starting a policy and something else. The Team dives into how you can have BOTH, by borrowing from the policy to invest in other assets or ventures. This not just creates the balance your portfolio needs but also the opportunity to borrow against the cash-value policy.
00:51 Case Study: How the Dual Asset Strategy can be used with more than just real estate investing
03:32 How to borrow against the cash value of a whole life insurance policy
05:41 How to leverage the policy loan proceeds for investing into a business
08:46 Why choose when you can have both using a 100 Year structured policy
11:00 Balancing risk in your portfolio
14:55 Getting started with the Dual Asset Strategy, talk to our Team
17:17 ‘Lunch and Learn’ at MM5 event
To know more about long-term personal financial engineering and options for building legacy wealth, connect with our Team at www.100yearrei.com/callnow/
Bonus resources: DOWNLOAD our Dual Asset Strategy ebook and learn how YOU can leverage cash value life insurance and become your own source of financing: https://100yearrei.com/ebook-download/
SCHEDULE A Call: https://100yearrei.com/callnow/
^To talk to our Team about adding a Permanent Life Insurance Policy to your financial plan (and even the plan for your children), get in touch with our Team here^
About The 100 Year Real Estate Investor
The Whole Life Insurance Policies offered by the 100 Year Real Estate Investor are specially-designed. This means they work harder toward achieving your financial objectives, no matter what they may be. Check out this blog for 7 facts about our specially-designed strategies that may not be true about typical whole life policies: https://100yearrei.com/7-facts-about-…
#legacywealth #lifeinsurance #financialplanning #personalfinancialengineering #generationalwealth
The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Jake and Gino are not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle.
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About Jake & Gino
Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $4,000,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs.
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