Monthly Archives: September 2020

Episode 16 – How The Single-Family Rental Industry Has Become Reliable For Investors – With Guest Ted Conrads



The single-family rental industry was falling behind the multi-family rental market, however, things continue to change and investors are seeing it as a valuable asset class.

In this episode, David Cariani is joined by Ted Conrads, co-founder and co-president of Colchis Capital. Ted shares background information on Colchis Capital, and explains how the single-family rental industry has become a valuable asset class for investors.

In this episode, you will learn:

  • How Colchis Capital serves clients in four markets across the US
  • How the single-family rental market has become a stable, reliable asset class for investors
  • The role technology plays in the single-family rental industry
  • About a tax-efficient strategy and how investors benefit 
  • And more!

Tune in now to learn how the single-family rental industry has become reliable for investors in recent years!

Resources: Centura Wealth Advisory | David Cariani | Colchis Capital | Ted Conrads


Episode 15 – Estate Tax Implications If Joe Biden Wins The Presidential Election



The Presidential Election is coming up in less than 3 months. Are you prepared for the potential estate tax implications if the Democratic Party wins the election?

Today, Derek Myron and Kyle Malmstrom take an extensive look at the estate tax implications if Joe Biden wins the Presidential Election in November. They discuss why you should begin planning now regardless of the outcome of the election, the potential wealth risks you may face and more.

In this episode, you will learn:

  • What the estate tax is and how it works
  • Why you should be thinking about estate tax planning now before the election in November
  • The options you have for proactively creating an estate plan
  • The potential legislative risk you run if a plan is not in place in time
  • Some considerations you should think about while estate planning
  • Who you should talk to about creating your proactive estate plan
  • And more!

Tune in now to learn more about why you should begin estate planning TODAY!

Resources: Centura Wealth Advisory | dmyron@centurawealth.com | kmalmstrom@centurawealth.com 

 


Episode 14 – A Dive into Private Placement Life Insurance (PPLI) — With Guest Rick Calderon



Private placement life insurance (PPLI) is a tax efficient, low-cost vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth.

PPLI leverages institutionally-priced wholesale insurance to create a tax efficient wrapper that gives investors the power of compounded growth tax free, as well as using a death benefit to transfer wealth to Generation 2+. 

Derek Myron is joined by Rick Calderon from MAS Advisors LLC to expand on PPLI and how it can serve as a wealth transfer vehicle for the right investor. 

In this episode, you will learn:

  • What PPLI is, the tax benefits, and who the ideal investor would be
  • Minimum investment requirements for creating a PPLI plan, and what the cost/yield is. 
  • What MEC and non-MEC structures are and how they can provide either wealth transfer or income for investors 
  • Good and bad investments for PPLI 
  • And more!

Tune in to learn all about private placement life insurance!

Resources: Centura Wealth Advisory | MAS Advisors LLC | Rick Calderon