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The Best Ever CRE Show

JF2119: Infinite Banking & Taxes With Mark Willis

The Best Ever CRE Show

Best Ever CRE

Business, Investing, Entrepreneurship

4.7995 Ratings

🗓️ 21 June 2020

⏱️ 27 minutes

🧾️ Download transcript

Summary

Mark is a returning guest from episode JF1567. He is a Certified Financial Planner and is a #1 Best Selling Author, and in this episode, he will share with you the benefits of infinite banking and paying for your tax bills.   Mark Willis Real Estate Background: Certified Financial Planner, #1 Best Selling Author, and owner of Lake Growth Financial Services Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with sophisticated, tax-efficient financial solutions Based in: Chicago, IL Listen to his previous episode: JF1567: Increase Net Worth & Have Your Money Working For You with Mark Willis Say hi to him at http://lakegrowth.com/    Click here for more info on groundbreaker.co  Best Ever Tweet: “We will provide you with what you need to know and what you need to do in order to increase your net worth.” - Mark Willis Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Did you know that within a decade women will hold $30 trillion in investable assets?

0:05.3

Yet somehow only 19% of women reported feeling confident in selecting investments that align

0:11.0

with their long-term goals. Our friends at Invest Her are out to change. that and it's happening June 2nd through the 4th in Austin, Texas.

0:23.0

InvestHERCON is not just another real estate conference.

0:27.0

It's a transformational experience focused on real estate investing,

0:31.0

business strategies, and self-care tactics, all designed to help women take

0:35.5

control of their financial futures. Gain the knowledge and skills you need to grow

0:40.0

your portfolio and build a sustainable business all while connecting with over 500 women who are playing at the same level.

0:48.0

To learn more and to get your tickets, visit InvestHERCON.com today and use the code 100 best ever to get $100 off your ticket.

0:56.6

That's Invest Her, H-E-R-K-D-K-G-G-G-O-K-G-G-O-K-G-O-K-O-K-O-Kom,

1:00.6

Promo-G-O-G best ever to get get $100 off your ticket.

1:05.0

There's a risk too.

1:06.0

If you never pay off a loan on these policies and the loan exceeds the cash value, it'll lapse. And you might have a taxable event if there's gains in the policy.

1:15.0

Before we get into it I want to introduce you to Groundbreaker today's sponsor and partner.

1:20.0

They are an all-in-one suite of tools for small to medium-sized real estate

1:24.2

syndicators. They've got a special focus on real estate

1:27.2

syndicators with 1 million to 100 million assets under

1:30.7

management. They help you increase productivity and investor

1:34.6

satisfaction by automating fundraising reporting and investor relations

1:38.2

through elegant and powerful workflows built by syndicators for syndicators.

1:43.8

Groundbreaker will help you scale your business without the need to scale your

1:47.2

overhead so they're going to help reduce your costs because of the admin team

...

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