Solano Wealth Builders

What if your life insurance could double as your own private bank? or Imagine having a financial safety net that not only catches you—but helps you climb higher.

Explanation: I will explain Life Insurance first, followed by the difference between Term and Permanent Life, and dive into Whole Life. What is Whole Life? How Whole Life works? and Why Whole Life? Then, I will proceed with the Common Uses of Whole Life. After that, I will introduce IBC. What is IBC? How does IBC work? Then, I will compare traditional savings vs permanent life insurance. and proceed to IBC Key Benefits, Things to Ponder, and Summary. At the last page, we have our next event flyer and QR as well as how to get in touch with us.

Join us on Zoom for an educational session on Indexed Universal Life (IUL). Our presenter will walk through a sample illustration to explain how an IUL policy can be structured and used, including key concepts like premiums, cash value, index-crediting basics, policy charges, and how loans/withdrawals may work.
This is designed for anyone who wants to better understand how IULs function and what questions to ask before considering one.
What we’ll cover:

• What an IUL is (and what it isn’t) and what you can do with it.
• How index crediting generally works
• Cash value: mechanics, costs, and trade-offs
• Example scenario walkthrough (illustration-based)
• Common myths, risks, and suitability considerations
• Live Q&A

Important notes:

• This is for education only and is not financial, tax, or legal advice.
• No guarantees are being made. Policy performance varies and illustrations are hypothetical.

Real estate investors and entrepreneurs: 2026 is bringing meaningful tax and planning shifts. For this session, you will help choose the topic we cover live—so the content is aligned with what you are actively working on right now.

Audience Choice Topics (we’ll vote at the end of 01/08/2026)

• OBBBA 2026 Real Estate Tax Reset: What changed and the 7 moves investors should make
• Bonus Depreciation Is Back: Cost segregation + 100% expensing strategies
• STR Tax Strategy in 2026: Participation tests and documentation that holds up
• Flippers & Wholesalers: How to structure and track your deal business to keep more profit
• Syndicators & Capital Raisers: How tax benefits flow to investors (and how to talk about them)
• Out-of-State Investing (CA Edition): Multi-state tax traps and a clean compliance checklist
• Audit-Proof Deductions: The documentation system investors use to protect write-offs
• Entity & Exit Blueprint: The “5-entity map” for flips, STR, rentals, and growth
• CFO Coaching for Investors: A 90-day cash flow + tax plan to fund more deals

What you’ll walk away with

• A clear set of 2026-focused action steps tied to the winning topic
• Practical guidance you can apply to your deals and business operations
• A simple checklist to improve decision-making, deductions, and execution

Bonus (10 minutes): CFO Coaching for Deal Capacity

No matter which topic wins, you’ll get a bonus CFO coaching segment:
“The 3 numbers you should track weekly to reduce taxes and increase deal capacity.”
This is a practical mini-framework for keeping cash flow clean, preventing tax surprises, and staying ready to move when the right deal appears.

About the Speaker:
Jerilyn Strong is a Tax Strategist with 25+ years in the tax industry, a real estate investor, and a CFO Coach. She helps investors and entrepreneurs keep more of what they earn through proactive planning, clean financial systems, and deal-ready strategy.

Disclaimer: Educational only; not tax or legal advice.

This is a community for individuals residing in and near Solano County who have a keen interest in real estate investing. The majority of our members are local residents who are passionate about contributing to our community.

Our group organizes educational events focused on real estate, providing a laid-back and pressure-free environment for attendees. These events encourage teamwork and collaboration among participants.
We gather as a collaborative community, where members can learn from one another's real-life transactions and experiences, as well as from professionals and experts in the real estate industry. This wealth of knowledge is invaluable for all members as they continue to build their success.

We believe that everyone's experiences hold valuable lessons, and we invite you to join us in creating business opportunities and deals for our partners and members. Your insights will undoubtedly benefit the entire community.