+ All Categories
Home > Documents > A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a...

A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a...

Date post: 24-Dec-2015
Category:
Upload: willis-rice
View: 217 times
Download: 1 times
Share this document with a friend
Popular Tags:
40
A Little Known Option for Investing
Transcript
Page 1: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

A Little Known Option for Investing

Page 2: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Would You Like More Choices For Your Investment Funds?

It’s a common misconception among Americans that the only investments allowed are: Passbook savings, CDs Annuities Stocks Bonds Mutual Funds

Page 3: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

While these kinds of investments may be right for some, in some market cycles,

they don’t offer the kind of returns, freedom, and diversity, that many

Investors are desperately searching for !

Truth is that broader investment options are available to the public.

Page 4: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Before we go any further, let me share a little bit about

myself and my background.

Page 5: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

My Goal Today Is To Share With You An Alternative To

Typical Investments

Today Is An Educational Training Only

Page 6: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Dealing With Questions

2 ways to go…

Let everyone ask questions but I won’t be able to get through everything.

Hold your questions and I’ll answer them after the end of the presentation

OR

Page 7: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

1. Session # 1 (Recap) What Is Self-Directing What is Private Lending Choices For Your Investment Funds Options You Have

2. Session # 2 Retirement Funds/Private Strategy

Session

Today’s Agenda

Page 8: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

#1 What Is Self-Directing

Page 9: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

What Does Self-Directed Investing Mean?

In plan English…

Rather than someone else deciding how and where you should invest your hard earned money.

You take control of your investment capital utilizing the full list of potential investment options - not just the ones that

they get paid to direct you too!

Page 10: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

What Does Self-Directed Investing Mean?

Why haven’t they told you…

The government actually made all these investment types available since 1973 because of the uncertainty of Social SecurityYou have the ability to invest in all types of investments except those prohibited by the U.S. Treasury Department regulations and the Internal Revenue Code

Page 11: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

#2 What Is Private Lending?

What’s in it for you?

Page 12: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Think About How Your Bank Makes Money Today?

They take in money on low interest savings, IRAs, and CDs. (You)

They then loan the money out at a higher rate of interest to other people as mortgages, auto loans, credit cards, etc.

Page 13: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Think About How Your Bank Makes Money Today?

They make money on the spread!That is the difference of what they pay verses what

they get paid

‘Being The Bank’…

Offers Much Higher Returns On Your Investment Dollars & Allows You To Keep Control

Page 14: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

This Training Is On How You

Can Be The Bank

Page 15: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Private Lender Advantages

Earn above average rate of return Your in control because you

choose who and when you loan $$$ to

Option for monthly income $$$

Page 16: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

#3 Choices

For Your Investment Funds

Page 17: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Let’s Look At This Little Known Investment Choice…

Private Lending

For The Purpose Of

Real Estate Investing In Mortgages

Page 18: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Why Private Mortgage Lending?

Private Mortgage Lending offers an investment asset that helps to diversify your investment portfolio

Easy to understand the local market because we live here

Page 19: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Let’s Compare The Rates Of Return vs. The Risk

On…

Passbook Savings & CDs

Vs.

Private Mortgage Lending

Page 20: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Compare Two Rates Of Return…

1. What returns are passbook savings & CDs currently paying?

2. Private Mortgage Lending can increase your return 5, 6 possibly 8 times

Page 21: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Compare Risk Of Two Options…

1. Passbook Savings, CDs are FDIC insured.

2. Real Estate Loans are not. While Real Estate Loans are secured by the property, risks are involved.

Page 22: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

So With Additional Risk Comes The Potential For Higher Returns

Just do your due diligence

prior to lending

Page 23: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Real Estate Investor System Buy & sell houses. To buy houses, they prefer to borrow money

from private individuals. Specialty is distressed properties that usually

need renovated. They know where to look, what to buy, what not

to buy and how to renovate. They create value by taking ugly, vacant homes

that are eye sores and putting them back in use after renovation.

Availability of cash allows them to buy at a discount.

Page 24: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Private Lending Money Machine

Self Direct Funds To Purchase Closing

How It Works

Closing to Purchase Property

Investor Finds Buyer

Principle & Interest Return to

your account

Closing to Sell

Property

Locate Real

Estate Investor

Page 25: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Your Biggest Concern

Protection Of Principle

#1 Rule:Money borrowed is no higher than 70% loan-to-

value after renovated

This offers additional security by not over leveraging the property.

Page 26: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

70% loan to value

$100,000 After Repaired Value

There Is Always Plenty of Equity Above Your Loan.

$70,000 Max Loan

Page 27: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Documents You Want to Receive

Original Promissory Note Recorded Mortgage Hazard Insurance Title Insurance

Make Sure You Get These

Page 28: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Private Mortgage Lending Program - How It Works

Seven Simple Steps1) You locate a Real Estate Investor you want to work

with.

2) You self direct your capital/IRA funds to closing agent for purchase closing.

3) They have a formal purchase closing (just like the bank)

4) Real Estate Investor signs promissory note and mortgage is issued to you secured by the property (just like with the bank)

Page 29: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

7 Steps Continued

5) You either collect monthly interest payments or interest accrues until house sells

6) Investor sells property and at sale closing a check is made for your principle and interest accrued and returned directly to you

7) You choose if you want to do it again

The Real Estate Investor Does All The Work

Page 30: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Simple Rules To Follow To receive Mortgage loans Real Estate

Investor must be

Exempt

or Registered

Page 31: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Simple Rules To Follow

Before you invest get a disclosure statement from the

Real Estate Investor to see how their program is structured and

the risks.

Page 32: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

#4 Options You Have

For Funding

How You Benefit

Page 33: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

You Have Options

Cash Passbook Savings CDs Other Liquid Funds

IRAs/401K Traditional Roth Other

Page 34: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

But, What If They Don’t Pay?

Well, you could make more money!

Page 35: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

BEST CASE: Investor can deed the property over to you

WORST CASE: You can foreclose on the property to get

ownership

THEN YOU CAN: Sell the property Rent the property

Page 36: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

We Congratulate You On Taking Time To…

Be here & learn this little-known secret of investing!

Page 37: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Want More Information?

I’d Be Happy To Send You Two Special Question and Answer Reports

Page 38: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

These Special Reports Answer…

10 Key Questions On Private Lending

Plus… Advantages to Tax Deferred Investing Advantages of a Self-Directed IRA/401K LLC How to Leverage Your IRA/401K And Much Much More!

Page 39: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Just let me know todayOr

Go to: www.roarenow.com Fill Out The Short Form and enter your phone number

Or Call Our Will at: (651)-789-5386

And we will immediately send you these great reports

Page 40: A Little Known Option for Investing. Would You Like More Choices For Your Investment Funds? It’s a common misconception among Americans that the only.

Please Join Us ForOur Next ROARE Meeting

Session # 2

Thursday, August 27

Details will be posted on ROARE Meet Up


Recommended