When your assets work in harmony, each one strengthens the other.

As an active real estate investor, I value the following:

•access to financing

•dependable access to capital to supplement lean cash flow months

•ability to move quickly on opportunities

Typical retirement accounts aren't good at providing that value because:

•capital is locked away until 59.5

•can’t withdraw without penalties

•limited ability to leverage

What’s the alternative? My favorite is whole life insurance.

Here's how whole life insurance and real estate investing harmonize:

1/ Cash values uncorrelated with the market

•You can store your money knowing the value will keep going up even when the markets are down.

•That means your capital will be there when you need it.

2/ Guaranteed leverage with control of repayment terms

•Leverage your cash value without going through underwriting for whatever opportunity you want.

•Use the proceeds for your real estate deal and match the loan repayment with the investment payout.

•Or don’t; the choice is yours.

3/ Death benefit

•Your loved ones might not want a massive real estate portfolio to take care of after you pass away.

•The death benefit is liquid and income tax-free, giving your beneficiary some breathing room to grieve and make good decisions.

What other asset provides that kind of resilience?

Feel free to reach out to discuss this further.