SJREIA Financial Literacy ONLINE Subgroup (via zoom in January ONLY)
(ALSO -- meeting earlier in the month than usual)
SJREIA Members attend FREE -- Visitors pay $20
Time: 10am to 11:30am
How to Set Up Generational Wealth Using Your Insurance Policy
Why build net worth; when you can buy it?
Presentation by Amy Sonstein of the Sonstein Financial Group
Amy Sonstein, CPA/PFS*, CExP
(856) 673-4150 (phone)
- What is life insurance
- Term vs whole life insurance
- Benefits of whole life insurance
- Turning your death benefit into a living benefit
- Face value
- Borrowing against your policy
- Setting up a family bank and funding it with your insurance policy
- Dividends paid by your insurance company
- Compound interest
- Tax advantages
- Buying net worth vs building net worth
Time: 10am to 11:30am
Location: ZOOM meeting in January
OUR MISSION STATEMENT - The purpose of SJREIA's Financial Literacy Subgroup is to empower members with financial education which can ultimately lead to prosperity and an ideal lifestyle. At every meeting we will attempt to impart as much information about financial literacy and financial freedom as we can.
Come join us!
MEETING DETAILS:
Time: 10am to 11:30am
Location: ZOOM (ONLINE) January only
Cost: SJREIA Members attend FREE. Visitors pay $20
RSVP to get your zoom link
Subgroup leader - Ron Odom
Since 1996, Ron Odom has invested in real estate. A diversified businessman, Ron has hands-on expertise and is a recognized authority in the areas of remodeling, buying, selling, leasing and management of single-family homes. Six months after purchasing his first investment property in 1996, Ron joined SJREIA, known then as SJI. Throughout the years, Ron has served on the Board of Directors for two terms. In 2009, Ron authored the wildly successful ‘Killer Profits Wholesaling Real Estate’, an e-book that tells it like it is in a down to earth format. His book provides step-by-step instructions to successfully wholesaling real estate in an ever-changing real estate market.