Estate Taxes Are Changing

Take Proactive Steps Now!

As you may have heard, everything is changing estate tax-wise. These changes have the potential to devastate families and create financial burdens for your children, especially for real estate investors who have substantial illiquid assets. It’s important to understand and plan for these changes while you still can.

 

In this Webinar, Jake, Gino, and Teresa talk with an estate planning expert and attorney Linas Sudzius, J.D., CLU, ChFC.

Access This FREE Training Now! 

 

By the end of this Webinar, you will understand:

 

  • What estate planning is.
  • What the current rules are around estate planning.
  • Knowns and unknowns about the changes, and how they can affect what people are doing today and moving forward.
  • Strategies you can start implementing now.
  • How life insurance can play an important role in estate and tax planning.

Accessing Training...

Dual Asset Strategy

Tax Advantaged Growth

Leverage & Liquidity

This Webinar is for you if you are:

MOTIVATED

This program requires drive and self-discipline. You must be highly motivated to build your real estate portfolio, while also understanding that this is not a business that is built overnight.

COACHABLE

People who realize that following a proven system is a lot easier than having to reinvent the wheel. You must be willing to do whatever it takes to learn and implement the systems we have created.

ACTION TAKER

People who are decisive, seize opportunity, overcome obstacles and are ready to get a little uncomfortable to achieve a future others only dream about.

A STRATEGY WITH LESS RISK

“Personal Financial Engineering.”

What would it be like to be able to take advantage of opportunities at the best time?

In 2008, our clients continued to have access to the cash inside their policies – even when other loans were being called and credit was tight. This allowed them to invest into their real estate deals at the best time- when the market was bottomed out.

CHECK OUT OUR STUDENT SUCCESS

Joining 100 Year REI could be a life-changing move! Our fast-growing Investor Community of like-minded individuals, supported by highly-experienced Mentors, is always there to support.

“I love being able to use my whole life policy to self-finance real estate flips and hard money lending. This strategy lets me double-dip, keeping my savings growing while I use it towards investments. I can then pay my policy back when I realize a profit and use the rest of the profits to maximize the cash available inside my policy. There is a saying that ‘having cash attracts opportunity’, and the liquidity that my policy affords me has done just that!”

– John Grubiak

“For me, I can’t open up enough policies. I currently have 9 policies and decided to take this strategy to the next level using the Dual Asset Strategy. I borrowed against the cash value of my policies to create additional assets- like my crypto portfolio. This way, my dollars are working for me in two places, and I can hedge against inflation.”

– Timon Mitrakis

 “I have used my policies to invest in multiple multifamily deals with my brother Gino & Jake. The policies are the ideal cash management tool for real estate investors who need capital when an opportunity presents itself.  Now, I have two assets instead of one, a whole life policy and a cash flowing apartment building.”

– Mark Barbaro

“Two years ago, I started dividend-paying, whole life insurance policies for myself and my husband. As a lifelong entrepreneur, it made a lot of sense to have a financial vehicle that gives me access to cash when I need it, on my terms. Since then, I’ve used my policy to finance RV flips and to invest in commercial property development. I use the income-producing asset of the property to pay the loan back at a pace that makes the most sense to me. The best part is- if I need to stop or skip payments I can do so without penalties, and the money I borrowed continues to grow while I pay the policy loan back!“

– Erica Sherwood

CHECK OUT OUR STUDENT SUCCESS

Joining 100 Year REI could be a life-changing move! Our fast-growing Investor Community of like-minded individuals, supported by highly-experienced Mentors, is always there to support.

“I love being able to use my whole life policy to self-finance real estate flips and hard money lending. This strategy lets me double-dip, keeping my savings growing while I use it towards investments. I can then pay my policy back when I realize a profit and use the rest of the profits to maximize the cash available inside my policy. There is a saying that ‘having cash attracts opportunity’, and the liquidity that my policy affords me has done just that!”

– John Grubiak

 

“I have used my policies to invest in multiple multifamily deals with my brother Gino & Jake. The policies are the ideal cash management tool for real estate investors who need capital when an opportunity presents itself.  Now, I have two assets instead of one, a whole life policy and a cash flowing apartment building.”

 – Mark Barbaro

 

“For me, I can’t open up enough policies. I currently have 9 policies and decided to take this strategy to the next level using the Dual Asset Strategy. I borrowed against the cash value of my policies to create additional assets- like my crypto portfolio. This way, my dollars are working for me in two places, and I can hedge against inflation.” 

– Timon Mitrakis

 

 

“Two years ago, I started dividend-paying, whole life insurance policies for myself and my husband. As a lifelong entrepreneur, it made a lot of sense to have a financial vehicle that gives me access to cash when I need it, on my terms. Since then, I’ve used my policy to finance RV flips and to invest in commercial property development. I use the income-producing asset of the property to pay the loan back at a pace that makes the most sense to me. The best part is- if I need to stop or skip payments I can do so without penalties, and the money I borrowed continues to grow while I pay the policy loan back!“

– Erica Sherwood