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All Forum Posts by: Rocco Talarico

Rocco Talarico has started 2 posts and replied 3 times.

Post: Garage To Room Reno

Rocco TalaricoPosted
  • Investor
  • Bronx, NY
  • Posts 3
  • Votes 5

Hi everyone, I'm looking for a contractor, who is able to convert my garage into an additional room for my basement apartment. The patio above the garage would need to replaced, and the garage door would be replaced with a brick wall & window. Please let me know. Thank you!

Post: Whole Life Insurance Agents

Rocco TalaricoPosted
  • Investor
  • Bronx, NY
  • Posts 3
  • Votes 5
Quote from @Josh Urrutia:
Quote from @Rocco Talarico:

Hi All,

I have been doing research into whole life insurance. I finished a couple of books regarding the topic. I especially enjoyed R. Nelson Nash’s Becoming Your Own Banker. I am aiming for a policy where my cash value surpasses premiums paid as fast as possible without triggering a MEC. I would like to access the cash value for property purchases down the line via loans from the company. I am figuring I will end up with a 7 pay with the possibility of adding some PUAs. I seem to be leaning to Penn Mutual, but I see they do not have a sales department; rather, I must first find a financial representative to perform the contract. Can anyone recommend any agents in the Bronx/Westchester area?


Thank you very much for your time. 


 Hi Rocco, Just curious where you are with finding an agent? I am researching all the different companies as well. If you're still looking the NNI website has some recommendations for IBC practitioners by area. https://infinitebanking.org/ I will say that bigger isn't always better. Just means they spend more on advertising. Good luck to you. 


 Hi Josh, I ended up with a whole life insurance policy from Security Mutual. Matt Ruttenberg was very helpful. I also met two other agents along the way: Mark DiMaria & Barry Brooksby. I found Mark through the same recommendation you mentioned above. 

Post: Whole Life Insurance Agents

Rocco TalaricoPosted
  • Investor
  • Bronx, NY
  • Posts 3
  • Votes 5

Hi All,

I have been doing research into whole life insurance. I finished a couple of books regarding the topic. I especially enjoyed R. Nelson Nash’s Becoming Your Own Banker. I am aiming for a policy where my cash value surpasses premiums paid as fast as possible without triggering a MEC. I would like to access the cash value for property purchases down the line via loans from the company. I am figuring I will end up with a 7 pay with the possibility of adding some PUAs. I seem to be leaning to Penn Mutual, but I see they do not have a sales department; rather, I must first find a financial representative to perform the contract. Can anyone recommend any agents in the Bronx/Westchester area?


Thank you very much for your time.