09 Aug Reserving Funds with Life Insurance, with Mark Willis
Episode 415:
Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy, and your future.
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in safe and predictable ways, become their own source of financing, and create tax-free income in retirement.
What you’ll learn about in this episode:
- Why Mark’s financial products and services matter more than ever in today’s market
- Why banks are not as secure for storing your money as you may believe
- How Mark helps business owners and investors build wealth and access liquid cash through life insurance policies
- Mark’s thoughts on today’s market and his key takeaways
- What you can do today to ensure your funds are secure to have assets ready to make new deals
Resources:
Everyone is always asking us, “How is it possible to buy real estate without using my own cash or credit?” With decades of combined experience in real estate, we’ve perfected the process of investing creatively. We want to share as much as we can with you, which is exactly why we're running this FREE workshop! If you're thinking about leaving your job, escaping the W-2 lifestyle, and starting on the path towards creating generational wealth — this is for you! To register, just visit: smartrealestatecoach.com/pcws.
Schedule a free strategy session with us. This is an opportunity for you to have an honest conversation with our team about your background, investment goals and create some action steps toward creating the life of your dreams. Together we'll discover where you are, where you want to be, and what's in the way. Just visit: smartrealestatecoach.com/action.
Our free Master’s Class is the ONLY webinar where you're given the exact techniques we use in our family company to buy and sell homes every month — all across North America and ALL on TERMS! Register by visiting: smartrealestatecoach.com/mastersclass.
The Wicked Smart Investor's Toolkit is a great way to dip your toe in the water of buying properties on terms. Here you'll receive seller scripts, our investor blueprint, be able to listen to live calls, and much more! Enroll for free at smartrealestatecoach.com/tools.
The Quantum Leap System has everything you’ll need to start buying and selling on terms (without banks and without your own money or credit), launch & scale a business that fits your goals, and strengthen your mindset so you can follow the proven path to becoming a successful real estate investor. You can learn more by visiting: smartrealestatecoach.com/qls.
For additional information on lead generation, funding, mindset coaching, legal assistance, virtual staffing, and business growth, visit the Investor Resources section of our website at: smartrealestatecoach.com/resources.
Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.
Chris's Book: Real Estate on Your Terms: https://www.amazon.com/Real-Estate-Your-Terms-Revised-ebook/dp/B08HVVFD2G/
Instant Real Estate Investor eBook: https://smartrealestatecoach.com/ebook/
Find our next workshop here: https://smartrealestatecoach.com/workshop
QLS Live – September 13-15, 2023: www.QLSLive.com
If you’re looking to secure some lines of credit for your business, check out Fund and Grow: www.Smartrealestatecoach.com/fundandgrow
Learn more about Associate Coaching Program Funding here: www.smartrealestatecoach.com/funding
90-Day Jump Start: www.smartrealestatecoach.com/jump
Nat Processing Website: www.natprocessing.com
Additional Resources:
Schedule a 15 minute phone strategy session with Mark and his team. Visit www.kickstartwithMark.com