BAWB meeting Thurs. July 18th 2013
The Myths and Misconceptions of
Real Estate Investing & Insurance.
- I have a Policy - Am I Really Protected?
- What do I need to know when investing in Real Estate and the specific type of Insurance Policy and coverage you might need?
- Do I have enough coverage...Do I have the right coverage?
- Coverage and Price-What’s the difference?
- Does my Insurance agent really understand Real Estate investing and how to properly protect me?
Are you a Landlord with Rentals?, Are you in the Buy & Sell renovation business where people are working on your properties?, perhaps you own properties Titled in a Trust or some other entity type.
There is a TON of misconceptions about the various types of insurance coverage that exist in the marketplace for the Real Estate owner and investor. What covers you if an event happens on your property involving; fire, slip and falls, dog bite, on site injuries, wind or storm damage, earthquake, water damage, etc.
Don’t find this information out AFTER the fact- be prepared and informed.
Plan on being with us this evening to clear up some of the mystery.
SPEAKER: George Romonsky
"The Insurance Guy"
About our Speaker:
George has been in the Insurance Industry for over 7 years with a background as a real estate broker for over 15 years.
Having invested in real estate over 20 years ago doing fix and flips and buy and holds himself, George realized his properties, investments, and future was not fully protected through his current Farmers Agent when he decided to become an agent.
He realized becoming an Independent Insurance Broker was the best way to provide his clients a variety of products and coverage's through multiple companies. He made his mission the education of insurance to the Real Estate Investor.
With George’s background as a real estate broker and prior real estate investor he brings a plethora of knowledge when it comes to your real estate investments and making sure that you have the right insurance coverage not just any coverage.
When it comes to insuring your investments, you want the competence and experience that most agents just don't have in regards to investment properties. George wants to make sure that the real estate investor has the knowledge of the products and services that are available to them in order for them to make informed Insurance decisions. When George isn’t educating Investors or working in the office he enjoys getting outdoors wake boarding, fishing and spending time with his 19 year old son.
UPCOMING WORKSHOP- Don't Wait Register Today
Trust Concepts & Strategies
Land Trusts and Personal Property Trusts Powerful Legal, Tax & Business Strategies for the Savvy Investor
With Author, Investor, Educator; Dyches Boddiford along with several guest experts available to answer your questions.
Sat. & Sun. August 17th & 18th
South San Francisco,CA (South SF Conference Center- right near SFO)
Two Full Days of High Quality Real World Education
Whether you have significant assets or just starting, there will be practical strategies presented that you can use that will save you many times the cost of this conference!
ARE YOU A TARGET?
Take this Test and See for Yourself!
- Are you in business?
- Do you manage rentals?
- Are you a Professional?
- Do you live in a nice house?
- Do you own any property?
- Do you drive a car?
- Do you have employees?
- Do you invest in the market?
If you answered YES to any of the above, you're a potential target of the Urban Terrorist of the 21st Century; the "contingent fee" lawyer who can tie up your assets for years in legal proceedings.
ACHIEVE FINANCIAL PRIVACY!
BECOME JUDGEMENT PROOF!
This will be a down-to-earth, nuts and bolts class on Land Trusts and Personal Property Trust. No, they are not the be-all and end-all entity for asset protection as some teach. However, they are valuable entities to use in your asset protection plan and to conduct your business affairs.
We will even have a couple of special guests, including a Trust Attorney to answer questions you may have on the topic and a Title Company representative . We will be covering in detail the legal and tax aspects of Land Trusts and other kinds of Trusts what they really do for you and what they do not provide. This will be a reality check! And we will also discuss how Land Trusts fit into an overall business and investment plan.
Even if you have been using Trust and Land Trusts for years, this class will be of value since we will also discuss particular clauses that can strengthen your Trust but they should only be used by an informed investor. And you will be an informed investor after this class.
We will cover practical, everyday techniques you can use to help bulletproof your assets as well as advanced strategies for use when you are ready. You will gain insights on methods others can use to separate you from your hard earned dollars and assets, then how to legally protect yourself.
For Example, just a few of the topics we
plan to cover in detail include -
- Myriad of Uses of the Land Trust & Personal Property Trust
- Liability issues
- When a Trust can owe taxes -- Complex & Simple Trusts
- Grantor & Non-Grantor trusts and why it makes a difference
- Land Trusts and the Due-on-Sale clause
- Deeds into Land Trusts
- The importance of Beneficiary Agreements
- Trustee and fiduciary issues
- Title holding trusts for Lease-Options and Land Contracts
- Trusts used in estate planning
- and much more!
Click here for the upcoming Workshop details.