[Webinar] Investing in Commercial Real Estate Through Insurance Vehicles
In a webinar hosted on May 29th, 2020, we were joined by Brock Fortner from StoneCentury Financial, David Befort from Max Performance Financial, John Perrings from StackedLife Financial Strategy as they presented on and discussed the power of this investment vehicle and real world examples of when it’s worked.
In this webinar we cover:
- How to use life insurance to acquire other assets
- The benefits of using whole life insurance as an insurance vehicle
- Creating your warehouse of cash
- How to accumulate capital without going to outside sources
- Case studies covering real life examples
If you’re interested in utilizing a safe, reliable investment vehicle, you may want to consider long term life insurance.
Some highlights from the webinar:
What specific benefits do you get from using life insurance as an insurance vehicle
- Uncorrelated to the market
- Tax-Free Accumulation and Distribution
- Tax-Free Dividends
- 100% Creditor Protected (depending on state)
How can you realign your assets to create a system that assists each other to work towards the same goal?
By creating an asset stack, you have to focus on capital accumulation first. Using life insurance cash value as your source of capital, you can essentially create your own private “bank” by readjusting the flow of your money. You can essentially get a loan from the insurance company to deploy capital.
Louis O Connor is the Founder of Strategic Metals Invest, which is currently the only business in the world offering Rare Earths as physical assets to private investors.
Teddy Himler is a Venture Capital Partner, running a fund at Antler that focuses on what he calls emerging tech ecosystems.
Dwayne J. Clark is the Founder and CEO of Aegis Living. With more than 37 years of senior housing experience, Dwayne is nationally known for redefining the industry.
Diana Chambers is a highly respected Family Wealth Mentor and Philanthropic Advisor who established her business in the US in 2002 and subsequently in Switzerland, where she now resides.
A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.
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