South Jersey Real Estate Investors Association

Go to Calendar

Financial Literacy Online Webinar - Generational Wealth Using Your Insurance Policy

with... Guest Speaker

(January's meeting is on ZOOM only) - Why build net worth; when you can buy it?

Saturday, January 7, 2023 10:00 AM - 11:30 AM

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

Come join us!


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.

FREE for Members

Date:  Saturday, January 7, 2023
Time:  10:00 AM - 11:30 AM

Event Liability Waiver

Contact Us

South Jersey Real Estate Investors Association

PO Box 689
Marlton, NJ 08053
(856) 663-1133

Proud Chapter of National REIA

Follow Us

Privacy and Security Policies

Your email will never be shared or sold to other members, vendors or any other third party without your consent.

Disclaimer  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

Copyright 2024 © South Jersey Real Estate Investors Association  All rights reserved.

This REIA Website is powered by: Real Estate Promo.