(A real estate investment case study)

The Power of Using Other People’s Money

In this video, Todd explains a few concepts:

  • How whole life dividends work.
  • The power of using financing (mortgages, cash value loans, other sources) to finance opportunities.
  • How financing an opportunity can actually IMPROVE your returns!

In this case study, the investor discovered a way to obtain triple digit returns by putting less of their own dollars in the deal!

Using this strategy, the policy owner could also fund MORE deals by having access to more cash!

How could you leverage collateral to expand your assets?

Could you find more opportunities if you had more cash? We are confident the answer is “Yes!” If you would like to:

  • save more consistently
  • generate more cash flow from existing assets
  • get advice on strategies to maximize your cash and liquidity

Then take the next step

Schedule a FREE consultation with an expert on our team. It all starts with a quick call. You can tell us about your personal finances and the challenges and opportunities you face, and see if we’re a good match.

It all starts with a quick call. You can tell us about your personal finances and the challenges and opportunities you face, and see if we’re a good match.

How much permanent benefit high cash/value dividend paying whole life am I entitled to?