Whole Life Insurance - Have your cake AND eat it, too!

𝐃𝐨 𝐲𝐨𝐮 𝐥𝐨𝐯𝐞 𝐫𝐞𝐚𝐥 𝐞𝐬𝐭𝐚𝐭𝐞?⁣⁣

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I do and it's why I currently have a portfolio of over $5.25MM of it between a mix of single family Short Term Rentals and multifamily apartment syndications.⁣⁣

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It's what helped us amass a net worth that qualified us as accredited investors (https://www.sec.gov/.../building-blocks/accredited-investor).⁣⁣

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It provides us cash flow now that allows us to better enjoy the finite time we have here on earth.⁣⁣

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It is a tangible asset and tax-advantaged that I can pass on to my children one day to pick up where I leave off.⁣⁣

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It is my 𝐟𝐚𝐯𝐨𝐫𝐢𝐭𝐞 asset class, by far.⁣⁣

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If I could do it all over again I'd change only 𝘖𝘕𝘌 thing......𝐰𝐡𝐞𝐫𝐞 𝐈 𝐝𝐞𝐩𝐥𝐨𝐲𝐞𝐝 𝐦𝐲 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐟𝐫𝐨𝐦!⁣⁣

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The money used to acquire about half of these properties over the years came from a mixture of savings and retirement accounts (which were 𝘱𝘦𝘯𝘢𝘭𝘪𝘻𝘦𝘥 and 𝘵𝘢𝘹𝘦𝘥).⁣⁣

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And because of 𝘞𝘏𝘌𝘙𝘌 we had cash stored we stopped our money's compounding the second we did so.⁣⁣

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𝗪𝐡𝐚𝐭 𝐢𝐟 𝐭𝐡𝐞𝐫𝐞 𝐰𝐚𝐬 𝐚 𝐰𝐚𝐲 𝐭𝐨 𝐝𝐨 𝐛𝐨𝐭𝐡??⁣⁣

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Buy real estate investments with our savings 𝐀𝐍𝐃 continue compounding interest while likely also earning dividends?⁣⁣

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Well, 𝐭𝐡𝐞𝐫𝐞 𝐈𝐒 𝐬𝐮𝐜𝐡 𝐚 𝐚𝐰𝐚𝐲 𝐚𝐧𝐝 𝐭𝐡𝐚𝐭'𝐬 𝐝𝐨𝐧𝐞 𝐮𝐬𝐢𝐧𝐠 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝 𝐩𝐚𝐲𝐢𝐧𝐠 𝐰𝐡𝐨𝐥𝐞 𝐥𝐢𝐟𝐞 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 if we use it as a place to store and warehouse cash.⁣⁣ And it's why it's often called the "AND" asset.

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In participating whole life policies, a policy owner is able to take a policy loan against (yet not taking from!) the cash value of their policy, no questions asked, and 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞 𝐭𝐨 𝐞𝐚𝐫𝐧 𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐚𝐧𝐝 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐚𝐬 𝐢𝐟 𝐧𝐨𝐭𝐡𝐢𝐧𝐠 𝐡𝐚𝐩𝐩𝐞𝐧𝐞𝐝 𝐭𝐨 𝐭𝐡𝐞 𝐜𝐚𝐬𝐡 𝐯𝐚𝐥𝐮𝐞 𝐛𝐚𝐥𝐚𝐧𝐜𝐞!⁣⁣

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Yes, that's 𝐘𝐎𝐔𝐑 𝐃𝐎𝐋𝐋𝐀𝐑𝐒 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐡𝐚𝐫𝐝 𝐟𝐨𝐫 𝐲𝐨𝐮 𝐢𝐧 𝐓𝗪𝐎 𝐏𝐋𝐀𝐂𝐄𝐒 𝐀𝐓 𝐎𝐍𝐂𝐄. And that doesn't include any of the other incredible benefits of whole life insurance!⁣⁣

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Interest on these policies are guaranteed to age 120 and can never change.⁣⁣

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Dividends are 𝘯𝘰𝘵 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦𝘥 but because of the business model and regulated nature of life insurance you can see from the graphics below of two great mutual insurance companies that many have been consistent and consecutively paid for well over 100 years and stand the test of time.⁣⁣

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Funding our real estate portfolio using cash value life insurance is the 𝐎𝐍𝐄 thing we'd do differently.⁣⁣

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And I want you to be aware so you can make a conscious decision on how and where you want to fund YOUR real estate deals.⁣⁣

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With dividend paying whole life insurance and applying The Infinite Banking Concept® you truly CAN have your cake and it it, too!