Business Entities and Asset Protection

It’s not what you earn that matters but what you keep.

When starting your private lending business, one of the first decisions to be made is deciding which legal structure your company should take. In addition to the preserving your wealth, the proper business entity will allow you to properly protect your assets as they continue to grow.

Since many of us know it takes a lifetime to accumulate wealth but only a small oversight to take it away, setting up your business appropriately is crucial to the long-term success of your private lending business.

To ensure your business is set-up properly, or to set-up a new entity with one of our legal partners, call 888-888-3612 x8 or visit

Qualified Retirement Plans (QRPs)

Are you looking to activate capital to get started as a private lender?

A Qualified Retirement Plan is a great funding vehicle for those who already have existing funds in their retirement accounts and are looking to get started in private lending right away. A QRP also offer many tax benefits not available through other, traditional retirement account options.

To learn more about how to set up your Qualified Retirement Plan today, please call 888-888-3612 x8 or visit

The Automatic Wealth Building System

Is negative cash flow or debt preventing you from getting started as a private lender?

Many of our clients are using the Automatic Wealth Building System as an effective tool to get out of debt quickly while freeing up additional cash flow. This proven system will show you how to pay off your mortgage years sooner, eliminate consumer debt, improve your overall cash flow and increase your discretionary income.

To learn more about how the Automatic Wealth Building System can work for you, please call 888-888-3612 x8 or visit

Indexed Universal Life Insurance (IUL)

Indexed Universal Life Insurance policies, or IULs, can be used as an additional funding source for your private lending business. Section 7702 is a little known section of the tax code that the wealthy have used for decades to accumulate tax-free wealth using permanent insurance. In addition to providing funding for your investments, and IUL also has no risk of principal loss as well as many other benefits not available with other insurance policies.

To start the application process or to learn more about IUL policies, please call 888-888-3612 x8 or visit