Joseph Neri

Future Proof Advisor: Teaching working parents and RE investors how to protect their family and build wealth using advanced life insurance strategies & AI. Houston, TX. FREE: I wrote a 97-page book called "Money Is Math" that shows how the wealthy use whole life insurance as a capital tool — not just protection. Grab it free: https://go.upplanningedge.com/money-is-math I've helped hundreds of families set up high cash value policies for flips, private lending, emergencies, and generational wealth. I also use these strategies personally — funding deals with policy loans instead of banks. Want to see how the math works for YOUR situation? Book a free 15-min call: https://go.upplanningedge.com/schedule Always happy to answer questions here. I'm an open book.