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Investing in Real Estate Using the Dual Asset Strategy

On this episode, Jake and Gino talk about the Dual Asset Strategy, which leverages our specially-designed, whole life insurance to invest in real estate. This is a strategy built upon a reliable product known as whole life insurance. But- it is more than just life insurance. How? Because of the unique way that we design these policies, you can expect to have more cash value than a typical life insurance policy. Plus, you can borrow against your policy while continuing to grow your cash value as if you never even touched it.

You can use the policy loan to invest in real estate, creating two assets at once- The whole life policy and the incoming-producing real estate property. You can also use your cash value for things like a fix or flip, unexpected property repairs, or hard-money lending.

It has tax advantages, protection for unexpected medical expenses, and an increasing death benefit.

While dividends are not guaranteed and are based on the profitability of the insurance companies, our policies are only underwritten by carriers with a tested track record of paying those dividends without skipping a year.

Key Insights:

00:00 Introduction

03:02 What is the Dual Asset Strategy

06:28 How 100 Year Specially-Designed Policies work

12:30 Top benefits of leveraging the Dual Asset Strategy

12:35 The importance of Liquidity for REIs

14:40 Diversification of your savings and investments

16:32 Tax advantages of the Dual Asset Strategy

18:40 Finance big ticket items using your Policy’s cash value

21:55 Creditor protection

BONUS Resources:

Download our eBook on how you can leverage on our Dual Asset Strategy and become your own source of financing: https://100yearrei.com/ebook-download/

For a deeper dive into the diversification of your savings and investments, watch our video on The Barbell Investment Strategy: https://www.youtube.com/watch?v=Ua0b5gO2Rsg

NEXT Step:

If you want to learn more on why should add a cash value Whole Life Insurance Policy to your financial plan or your business’s financial plan, schedule a call with our Team here: https://100yearrei.com/callnow/

About The 100 Year Real Estate Investor

The Whole Life Insurance Policies offered by the 100 Year Real Estate Investor are specially-designed. This means they work harder toward achieving your financial objectives, no matter what they may be. Check out this blog for 7 facts about our specially-designed strategies that may not be true about typical whole life policies: https://100yearrei.com/7-facts-about-specially-designed-whole-life-policies/

About Jake & Gino

Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $175,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs.

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