Becoming Your Own Banker Workshop, Real Estate & Networking

[Joseph Neri]

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

Some people call Becoming Your Own Banker the "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!

Join Us:

Saturday March 7th 2020

9:30 -10:00 NETWORKING

10:00 -11:00 PRESENTATION

11:00 - 12:00 NETWORKING

Contact me if you have any questions:

(713) 493-7528 | [email protected]

[Larry McKeon]

I appreciate this back and forth. Had I seen this 4 months ago, Anthony's comments would have scared me away. I was first introduced to using Whole life as a vehicle for rental investments through a friend who Introduced me to a company called Cash Flow Tactics. I liked what I heard but very very skeptical. Especially when they appeared to have a pyramid structure in gaining education. I'm almost 50yrs old, I am retired military, and wishing I would have seen things like this 20 or 30 years ago. I'm not the brightest crayon in the box but smart enough to do my due diligence before pulling any triggers. I was eventually introduced to BiggerPockets a few weeks ago and something that Brandon Turner say's in one of his books really hit me. Everything I need to know is out there, I just need to find it and educate myself.

I still have not moved on anything yet. Last night was my first podcast with Brandon on Investing for Newbies. The one thing holding me back is this WL vehicle. Cash Flow tactics calls it the Vault. What I do know so far is Banks like Bank of America, or even USAA today who I bank with, use this vehicle today as protection. I know you want to have the least amount of Death benefits, and I understand I can borrow against it to fund future rentals. But I am still in the educational phase and will check out the webinar provided above by Joseph. The most important thing to me is when I jump into this, (and I will jump in) I want it to be right. If using this vehicle is the smart move, I want to have that before I even purchase my first rental. But then I consider Anthony, and all the other Anthony's out there. They are clearly not using this vehicle so are they just as successful as those that have it? That is what I am looking for. 

Thanks again everyone. I dont think any harm was meant in any of the above posts. To me, it came across as someone who doesn't quite know the full facts and skeptical like myself, but I am still on the fence. Really want to get off this fence though lol