If you're like most agents...
You got into the business with dreams of becoming an investor.
But along the way you realized the same thing I did...
Mainstream financial advice doesn't work for people in this industry!
Most people are taught the 9-to-5 approach to money.
Budget.
Save what's left over.
Put away a little each check towards retirement.
These concepts can work well enough for people who:
Get consistent paychecks
Have Uncle Sam automatically take out taxes
Have relatively fixed expenses
Have a 401(k)/ROTH employer match
Have traditional retirement goals
Are striving for average results
But as a Agent, your reality is much different... You:
Have income that fluctuates deal to deal
Have to account for income AND self employment tax
Have expenses that fluctuate with your deal flow
Have no employer sponsored system to build wealth
Have ambitions in real estate investing
Are striving for extraordinary results
What's more...
Mainstream advice puts one of the top wealth building tools, real estate, on the backburner.
But as an agent, you have some incredible advantages with this tool.
IF you use them.
Let me ask you something...
How are you supposed to invest in real estate when all your extra money is locked away in an account you can't touch for the next 25 years?
And if you wanted to keep that money liquid so you could use it, you might store it in a bank account where it sits and waits...
Earning nothing...
Until the right deal comes around.
Sounds like a lose/lose.
And that’s why the standard advice doesn’t work for you...
And why a system designed specifically for agents is the ONLY WAY to take control of your finances and start building real wealth.
What if your money could:
Earn great rates of return while waiting for your next deal
Grow and be used tax free
Stay liquid, so when that perfect deal comes up, you're able to act
Stay accessible for day-to-day life or business expenses
Be leveraged (OPM), effectively increasing returns by making your dollars work in multiple places at the same time
Well...
It can.
I'll show you.
Take control of your finances and gain clarity with every deal.
- Understand exactly how your money flows so every commission counts
- Break free from the commission roller coaster
- Build habits and a system that adapts to the ups and downs of your business
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Build an asset that bends to your reality as an agent. We focus on 3 primary goals:
- Returns: Make your commissions work harder for long-term growth
- Tax Optimization: Keep more of what you earn and put it to work
- Flexibility: Access your money for opportunities when you need it
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Leverage your IUL to grow real estate investments and build long-term wealth.
- Grow your portfolio without interrupting your compounding or cash flow
- Keep more of what you earn with tax-efficient growth and wealth transfer
- Stay in control of your capital so you can seize opportunities on your terms
>>LEARN MORE<<
Every agent is at a different place in their financial journey.
That’s why we created a simple Self-Assessment so you can see exactly which phase of the Blueprint is right for you.
Red Tail Financial can not and does not make any guarantees about your ability to get results or earn any money with our ideas, information, tools, or strategies.
Nothing on this page, any of our websites, or any of our content or curriculum is a promise or guarantee of results or future earnings, and we do not offer any legal, medical, tax or other professional advice. Any financial numbers referenced here, or on any of our sites, are illustrative of concepts only and should not be considered average earnings, exact earnings, or promises for actual or future performance. Use caution and always consult your accountant, lawyer or professional advisor before acting on this or any information related to a lifestyle change or your business or finances. You alone are responsible and accountable for your decisions, actions and results in life, and by your registration here you agree not to attempt to hold us liable for your decisions, actions or results, at any time, under any circumstance.
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