Discover the transformative financial maneuvers tailored for Limited Partners in Real Estate Syndications with this upcoming webinar. Join Jason K Powers, an Authorized IBC Practitioner & Wealth Strategist, and Ryan Haley, CFP®, MBA, and U.S. Navy Veteran, as they delve into the sophisticated realms of the Infinite Banking Concept (IBC). This exclusive webinar is designed to reveal how Limited Partners can harness IBC to amplify their investment efficacy, ensuring a more potent and secure financial footing. With their deep expertise in strategic wealth accumulation and asset protection, Jason and Ryan are set to share valuable strategies that promise to unlock new avenues for financial growth and stability.
As a Limited Partner, the potential to optimize your investments and secure your financial horizon is immense. This session is an invaluable opportunity to explore how IBC can facilitate a tax-advantaged ecosystem for your funds, enhance cash flow, and provide a safety net for your life’s endeavors. It’s a chance to gain a competitive edge by learning from seasoned experts about the nuances of utilizing IBC in a way that aligns with your unique position in the syndication hierarchy. Space is limited for this innovative webinar that could redefine your approach to personal wealth and investment strategy. Register now to reserve your place at the forefront of financial mastery with “Infinite Banking Strategies for Syndication Limited Partners”.
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Ryan Haley, CFP® is first and foremost a Real Estate Investor and Business Owner himself, who personally leverages the Privatized Banking strategy using Cash Value Life Insurance to fund his own business and investment opportunities. In his role as a full-time financial services professional, he helps his clients do the same by using his sophistication and deep expertise in Alternative asset classes and creative strategy; including specially-designed Cash Value Life Insurance policies optimized for Real Estate, Private Placements/Syndications, Asset Protection, Creative Financing, and Tax-Efficiency for Real Estate Investor Associations, Accredited Investors, High Net Worth clients and Business Owners.
Ryan is licensed as an Investment Advisor Representative & CERTIFIED FINANCIAL PLANNER™ professional, holding an MBA in Financial Management from the Naval Postgraduate School, Graduate Certificate in Financial Planning from Golden Gate University, and Postgraduate Business Certificate from Georgetown University, as well as an Undergraduate degree from the University of San Diego. Ryan is a former Naval Officer and helicopter pilot, who served as a combat veteran in Afghanistan. He is also the author of a bestselling book with a Foreword by former NFL Coach Tony Dungy.
Jason K. Powers is a seasoned entrepreneur and real estate investor who has built a diverse portfolio of businesses over the years. After the 2008 financial crisis, Jason launched a real estate investment business, focusing on assisting homeowners in distress. Initially specializing in wholesaling, he soon expanded his expertise to include fix-and-flip projects and buy-and-hold investments. This ultimately led him to acquire and begin redevelopment of a once sprawling 170+ acre RV camping and recreation area, featuring camping, fishing, and swimming amenities, before passing the torch to new owners. Jason now acts as ‘the bank’ for various property owners around the country, providing seller financing where opportunity makes sense.
Drawing on his extensive experience in real estate investment, Jason has become an expert at incorporating the Infinite Banking Concept into his investment strategies. This process of starting from Wholesaling to being the bank, is what Jason loves to teach his clients. As a result, he has coached hundreds of fellow investors on how to finance their own deals, gradually becoming their own bank, and establishing a lasting financial legacy for generations to come.
