Free Live Webinar
How Investors Can Use Their Whole Life Insurance Policy to Invest in Real Estate
Limited Seats Left - Reserve Your Spot for This Exclusive Webinar
Join Thousands of Investors Who Have Already Mastered Private Lending
Investors trained
Focused session
Free to attend
What you will learn
The "Living Benefit" Secret
How whole life insurance builds a cash value account you can access tax-free as capital for real estate deals.
Policy Loans Explained
Learn how to borrow against your policy at low rates without credit checks, income verification, or losing your coverage.
Deploying Capital Into Real Estate
The specific real estate strategies that pair best with policy-backed capital: mortgage funds, private lending & more.
Tax Advantages Stack
Combine the tax-deferred growth of whole life with the tax-advantaged returns of real estate for a powerful wealth-building engine.
The Infinite Banking Strategy
How to use the "be your own bank" concept to recapture interest payments and accelerate wealth accumulation over time.
Live Q&A with Carlo Turner
Get your personal investing questions answered in real time by a seasoned fund manager with 25+ years of experience.
SDIRA Real Estate vs Traditional IRA Investing
- You have a whole life insurance policy and don't know how to make it work harder for you
- You're an accredited investor looking for alternative real estate strategies beyond buying properties
- You want passive income backed by real estate without managing tenants or properties
- You're curious about the "Infinite Banking" concept and how it applies to real estate investing
- You want to minimize your tax burden while maximizing your investment returns
- You're exploring 401(k) and IRA alternatives that offer more control over your capital
Featured speaker
Carlo Turner
Fund Manager, The CEO Fund
Carlo Turner has served as Fund Manager since The CEO Fund’s inception, directly overseeing the acquisition, financing, development, and delivery of the fund’s assets alongside his partners. Prior to this role, Mr. Turner worked as a Financier across multiple management positions in financial markets including Investment Banking in Commodities, Stocks, and Bonds.
Carlo has traveled extensively around the world representing substantial holdings of wealthy clients, and has consulted numerous CFOs and hedge fund managers in the trade and acquisition of securities exceeding $100,000 million. He brings more than 15 years of experience in corporate finance, complemented by deep expertise in a wide variety of real estate backed investments.
25+
Years in corporate finance
$100B+
Securities
consulted on
Global
Clients across markets worldwide