Yesterday I received a testimonial from a client of mine who has been working with me for about 18 months. When he first began working with Wealth DynamX he had no cash flow, no passive income, and really no idea how to get there. Fast forward 18 months and he now has $3600/mo in passive income that comes in no matter what. He stressed how important to him that it’s not money he has to work for, he doesn’t manage properties, and it isn’t coming from the stock market. This client is invested in a private lending investment that is secured by real estate. I want to explain how to do this so that you can better understand the benefits of investing for passive income for the long term to build wealth.
When I first met with this client he had about $180,000 in an annuity. It was deferred, which means that he was receiving no cash flow. It was paper “profits” and no even outpacing inflation for him. The problem he had was that there were significant fees on the back end of this money if he were to withdraw it to invest elsewhere. I was able to find a private lending investment that pays 12% fixed annual returns. He paid his surrender charges back with only 3 months of interest payments! Even better? We rolled the funds into a Self Directed Solo 401k prior to investing the money so that he now has full control over his funds, no custodian fees, and he has checkbook access to the funds. He was from no passive income to $1800/mo of passive income immediately!
Next we began to look at his old IRA’s and retirement accounts. These were invested in the stock market and secretly performing poorly after fees, taxes, and inflation (he would never know based on his statement). We began by analyzing the actual returns on the money and found that he was not making money. We were able to invest these funds in a private lending deal secured by a storage facility. This investment is paying him 8.5% fixed annual interest as well (also paid monthly). These funds were also rolled into the Self Directed Solo 401k to take advantage of the same benefits.
Most recently we were able to setup a life insurance policy inside the 401k so that the money can be leveraged into many places at once and grow even faster. In addition to that we were able to take about $80,000 of accrued cash flow and savings and invest in a private land lease deal with an oil company. This will pay a 7% fixed return monthly for 9 months as we wait for the funds to accumulate for a larger investment.
Every month, my client gets deposit statements from all of the investments he has made and the money deposits into a business trust checking account owned by his 401k. He knows immediately when he is paid, he knows his money is backed by real assets, and for many of his investments he can drive to the location and check on it. Not only that but he went from $0/mo to $3600/mo and growing in less than 18 months. If you’re interested in having me help you with the same results my client is seeing, click here.
Own Your Potential,
Jerry Fetta
Grant Cardone Certified Coach
Jerry Fetta helps his clients build wealth so that they can eradicate poverty in their own lives and own their potential.
He believes scarcity and abundance cannot co-exist and that the way to end poverty is to help you build wealth.
You were not created to spend 40+ hours per week serving the 40-year-to-life sentence trading your precious time for money just to live in mediocrity.
However, the truth is that time and money must be exchanged. It just doesn’t need to be you making the exchange.
Jerry helps his clients create wealth that exchanges time and money on their behalf. The only way to do this is to make more money, keep it, and then multiply it.
His clients see a 30% increase in income, a guaranteed increase in savings rate, and 8-12% fixed annual returns on their assets in the 1st 90 days of working with him.
To get started, go to www.WealthDynamX.com/potential
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