Your Investors. My Strategy. A Perfect Match.

Become A Paid Referral Agent

Register to be a part of the next live presentation on

Wednesday, March 12, 2025 at 7:30PM EST on Zoom

As a successful residential or commercial realtor, you know that working with investors is a different ballgame. It’s not just about finding the right property—it’s about ensuring the deal makes financial sense. Changes to interest rates, for example, can make or break a deal. Investors need to see optimized returns, positive cash flow, and strong market demand before moving forward. Once all these boxes are checked, you can look forward to a successful transaction.

But what about the money that isn’t immediately invested? Whether it's capital waiting for the right property, reserves held back for expenses, or funds needed to cover vacancies, how that money is managed can make all the difference. This is where our strategies such as the Infinite Banking Concept come in. I help investors create efficiency with their capital, giving them a method to grow their money, protect it from losses and litigation while keeping it accessible for future deals. Plus, investors become their own banker through the ability to self-capitalize.

I’m hosting a private Zoom session to share how this strategy works and how you, as a Realtor, can leverage it to provide even more value to your investor clients—while also creating an additional revenue stream as a referral agent. Register today.