All Forum Posts by: Joseph Neri

I have a mortgage master course if you want to see it just DM me. It should answer your questions. I always go with the least amount as possible to put down on your home. Reason: Equity and Appreciation is not the same thing. Equity earns 0% return inflation will destroy your purchasing power if your money is sitting inside your house. The property will appreciate regardless or the market could crash you don't control that piece. You want your money is a better environment where you have more control.    

Start with learning safe money concepts. Save your money where in can compound uninterrupted and learn about Real Estate (everything you need to get started in RE is in bigger pockets). When you are ready start investing in RE. Focus on Cashflow not Appreciation. Good Luck

We have a similar way of doing this with an extra layer of protection using advance life insurance strategies. Lend your cash value to the LLC. I believe IRS will allow up to 10%. Check with you CPA. If your paying 50k or more in tax then there's other strategies we can look into. If this is something you want to learn more about just reach out.

Look into Infinite Banking. I've used my policies cash value for real estate and the stock market. Superior than 529 plan IMO. Good luck 

You can RSPV in Eventbrite 

Many of you have expressed an interest in sharing our practice with family, friends, and co-workers. We are responding by holding an educational session to not only answer questions but to go back through and review the basics of the Infinite Banking Concepts and how to use it with Real Estate.

This is a perfect opportunity for you to invite family, friends, and co-workers to our workshop! Let us help you show this process to your guests!

The first half well talk about Infinite Banking and the Private Reserve Strategy. The second half well talk about the BRRRR strategy and how to implement it correctly. We also have a special guest that well show you how to make double digit return on your money with almost zero risk.

We’re holding the session Wednesday, May 24th at

7055 Old Katy Rd Houston, Texas 77024 -

5:30 in the afternoon. We promise, you’ll be out by 7:30pm. Food and Beverage will be provided.

There will be refreshments, snacks at the session. We are attaching an invitation that we’re sending out to everyone, and ask that you please RSVP before May 23, 2023.

We are encouraging you to bring a guest who you think would be interested in learning about the Infinite Banking Concept and Real Estate Investing.

As always, any questions, concerns, or comments are greatly appreciated! Please feel free to call us anytime!

Hope to see you May 24th.

Sincerely,

Joe & Nakul

It depends it comes down to Time, Money and Knowledge. If you are doing everything then ill probably offer 8-10%. I've done 50/50, 8-10% return, and private money/hard money. If you have access to cheaper money with less risk then I would go that route.  

Learn How the Wealthy Use Life Insurance as a Tax Free Personal Bank to Supercharge Their Savings, Real Estate Investments, & Retirement.

By far the BEST & #1 tool used by the wealthy to....

• Create their own source of finance & private money lending tool
• Create College Planning Account for their kids & grand-kids
• Create another tax advantage retirement income source (Income Tax Free)
• Create Generational wealth & Transfer wealth to the next generation Income Tax Free!

Some people call Becoming Your Own Banker th

e "Holy Grail" of finance.Used by Walt Disney, JC Penny, Warren Buffett, Politicians, Presidents, giants corporations, the ultra wealthy. This is the strategy Wall Street does not want you to know about!

This Webinar is presented by Up Planning Edge & Retirement Planning Edge.

Speaker: Joe Neri & Clay Campbell (Over 20 years industry experience)

CLICK IMAGE BELOW EVENTBRITE LINK

Lets calm down guys! I'm adding a screenshot of my first policy where I deposit 20k per year that way you can see my numbers.  Our clients average deposits is around 50k per year...their testimonials are in the website NOT ONE has ever come back and said they got screwed. (Over 10 years teaching IBC)

To Zack thank you! I have a hard time explaining this strategy. So simple its counter intuitive and Yes 1/3 commission compare to other agents. 70% PUA 30% Base. Cash Value usually 70% year 1. Cost bases 7-8 years.  

“Uninterrupted Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.” - Albert Einstein 

On the Real Estate side gotta contract some motivated sellers talk to you guys later! Cheers

haha. Enjoyed the debate. Make 2020 the best year yet!