Cash management strategies for real estate investors

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To watch a video of this presentation, visit http://www.hasslefreecashflowinvesting.com/video/cash-management-strategies-for-real-estate-investors/ …

To watch a video of this presentation, visit http://www.hasslefreecashflowinvesting.com/video/cash-management-strategies-for-real-estate-investors/

Cash Management Strategies for Real Estate Investors with real estate investing strategist David Campbell and financial strategist Patrick Donohoe.

As an investor, I want my money deployed working hard to generate passive income. However, there are times to buy, times to sell, and times to sit on the sideline while you are evaluating your next acquisition. After I’ve acquired an asset it is essential to have access to liquid funds to manage fluctuations in my cashflow. If cashflow is King then liquidity would be Queen.

Whether I’m talking about cash reserves or sitting on the sideline waiting to close my next deal, I want my cash to earn more than the measly interest banks are paying.

If there was a place to safely store your cash while earning interest rates 4-6 times what banks are paying, would you want to know about it?

If there was a way to borrow money at 5% and invest it for virtually guaranteed returns of 6%, would you want to know about it? Did I mention that you don’t need a credit score or a job to qualify for the loan?

What if that cash management strategy also came with the benefits of asset protection, privacy, and tax shelter?

You’ve probably heard about the Infinite Banking Concept which is a cash management strategy utilizing cash value life insurance. Until I did my homework I didn’t realize how powerful this financial strategy can be. It is also much easier to use than you might imagine.

In a 60 minute free webinar with professional real estate investor David Campbell and Patrick Donohoe owner of Paradigm Life, you’ll learn:

* How to safely generate above market interest rates on your cash reserves
* How to implement simple tax strategies to save thousands on your income taxes
* A magic trick to safely invest your cash in three places AT THE SAME TIME!
* How to protect your cash reserves from creditors

Plus you’ll learn the basics of cash value life insurance and how savvy real estate investors use the infinite banking concept to increase their profits, lower their risk, and save on taxes.

Although this is a creative investing strategy that can seem confusing at first, we will do our best to make the information simple, relevant, and easy to use.


To watch a video of this presentation, visit http://www.hasslefreecashflowinvesting.com/video/cash-management-strategies-for-real-estate-investors/

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  • 1. www.HasslefreeCashflowInvesting.com www.ParadigmLife.net Cash Management Strategies For Real Estate Investors David Campbell Patrick Donohoe Hassle-Free Cashflow Investing Life Insurance Specialist David@HasslefreeCashflowInvesting.com PWEB@ParadigmLife.net
  • 2. David Campbell - Founder Hassle-Free Cashflow Investing Former high school band director Self-made multi-millionaire Real Estate investor / developer / broker Financial educator / author / speaker Houses, condo-conversion, multi-family, winery, resort, office, retail, medical office, production home buildingFaculty Member: Investor Summit at Sea with Robert & Kim Kiyosaki www.HasslefreeCashflowInvesting.com
  • 3. Patrick Donohoe Owner - Paradigm Life Infinite Banking / Annuities Host of Infinite Banking Radio and Podcast www.ParadigmLife.netParadigm Life makes no representation as to the actual tax status of the PUA rider, insurance, and any benefits received or any premiums paid. Neither Paradigm Life nor its representatives give legal or tax advice or interpretation. Please contact your legal or tax advisor for such advice. As a result of the important nature of financial decisions, you are urged to visit www.paradigmlife.net to review a full list of disclosures pertaining to our products and services.
  • 4. www.HasslefreeCashflowInvesting.com www.ParadigmLife.net Disclaimer This is not legal, tax or investment advice. This is education only with no guarantee of accuracy. No agency or fiduciary relationship created as a result of this presentation. Paradigm Life makes no representation as to the actual tax status of the PUA rider, insurance, and any benefits received or any premiums paid. Neither Paradigm Life nor its representatives give legal or tax advice or interpretation. Please contact your legalor tax advisor for such advice. As a result of the important nature of financial decisions, you are urged to visit www.paradigmlife.net to review a full list of disclosures pertaining to our products and services. 4
  • 5. Investor Summit At Sea Faculty Robert & Kim Kiyosaki Rich Dad Advisors Ken McElroy, Garret Sutton, Tom Wheelright the “Real Estate Guys” Patrick Donohoe & David Campbell 5
  • 6. Open My Mind To A New 6
  • 7. The Infinite Banking ConceptUsing cash value life insurance as a system for cash management. Become Your Own Bank
  • 8. What is cash value life insurance? •Policy owners pays premiums to life company •Life company invests the premiums for profits •Profits are shared with whole life policy owners •Like a “credit union” •Legalized / statistical “pyramid scheme” •Uses premiums for operations •Uses new & existing premiums to pay death benefits •Most people stop paying before they collect •Insurance on insurance *derivatives*Paradigm Life makes no representation as to the actual tax status of the PUA rider, insurance, and any benefits received or any premiums paid. Neither Paradigm Life nor its representatives give legal or tax advice or interpretation. Please contact your legal or tax advisor for such advice. As a result of the important nature of financial decisions, you are urged to visit www.paradigmlife.net to review a full list of disclosures pertaining to our products and services.
  • 9. Why cash value life insurance?Storing Liquid Capital Cash Reserves that generate high rates of interest while being liquid Liquidity while waiting for opportunities OR preparing for contingent liabilitiesTax Advantages Growth is tax free Interest might be tax deductible Death benefit passes income tax free (potential to be estate tax free)Arbitrage Earnings are higher than cost of policy loanDeath Benefit Profitable because most people don’t pay till they dieAsset Protection Acts like a trust prior to lawsuit (state specific) Grantor / Beneficiary / TrusteePrivacy Not on tax return Need a court order to view valuesTeaching vehicle for younger generation Acts as a credit line for my childrenShelter net worth for financial aid benefits Cash value NOT counted as part of net worth 9
  • 10. HOW do I use cash value life insurance? STEP 1: Buy policy STEP 2: Policy creates cash value STEP 3: Borrow against cash value •Invest •Repay loan •REPEAT STEP 4: Die
  • 11. The MAGIC trick... Having your money in THREE places at the same time 11
  • 12. The MAGIC trick... Having your money in THREE places at the same timeInsurance Cash Value Growth Policy Loan Investment or Personal Purchase Death Benefit Financing Transfer of Wealth for Heirs Spend your assets late in life 12
  • 13. www.HasslefreeCashflowInvesting.com www.ParadigmLife.net Q&A 13
  • 14. www.HasslefreeCashflowInvesting.com www.ParadigmLife.net How do I learn more? FREE REPORTS David Campbell Patrick Donohoe Hassle-Free Cashflow Investing Life Insurance Specialist David@HasslefreeCashflowInvesting.com PWEB@ParadigmLife.net 14