Wealthed Up Realtor
wealth·ed up re·al·tor
state;a real estate professional with a clear and predictable plan for future cash flow. Takes plenty of time off to enjoy personal pleasures (often trips to Italy).
This person has created a private personal pension that is not dependent on commissions or markets, and does not need to sell real estate for the rest of their lives.
Cash flow that doesn't wait on the next deal.
Most agents have no pension and no real exit plan. The money that piles up in good years just sits there, or leaks out to tax. A Wealthed Up Realtor puts it to work.
A personal pension that doesn't ride on commissions or markets.
Commissions come in waves and markets move. Your pension shouldn't. It's built on a contract, so it isn't waiting on your next closing or the next market cycle.
Time off, planned and paid for.
Plenty of time off is part of the plan, not a reward for a big year. Italy every year, or whatever your version of it is. When cash flow is solved, selling becomes a choice.
Your money plays both sides.
Defence: it protects your family and the money you've already made.
Offence: it builds capital you can borrow against for cash flow, while that capital keeps growing.
The tool is a Money Mansion, a specialized participating whole life contract designed for cash flow. Your business can be the one funding it.
He's been in your seat.
Donny sold real estate in Toronto for almost 20 years and was Team Leader at Keller Williams Referred Urban. He knows the waves of commissions, and the question of when, or if, you ever get to stop. Today he's a wealth advisor with Wealthed Up.
His whole approach: offence, with defence.
What's your Italy?
My future has me spending time in Italy every year. Planned and paid for. What's your Italy? Let's make that happen.