My guest in this episode is Kevin Nichols. Kevin is the managing partner at Penumbra Solutions. Penumbra Funds invest in hundreds of Senior Life Settlement insurance policies. With a target yield in the low double digits, no market risks, no premium calls, professional management, and funds locked up safely in escrow, this might be the best investment you have never heard of!
A life settlement is the sale of an existing life insurance policy to a third party for more than its cash surrender value, but less than its net death benefit. There are a number of reasons that a policy owner may choose to sell his or her life insurance policy.
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…
751: Gene Trowbridge: What You Need To Know Syndicating Real Estate Deals
My guest in this episode is Gene Trowbridge from Trowbridge Law Group. Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years…