Erica Neal's guest appearances

Erica Neal

Beating Alpha

“#1 Leading Ladies”

WIN Multifamily Show

The Conscious Investor

E3 Podcast with Melissa Johnson

The Academy Presents podcast

Pili Yarusi

Trevor McGregor

Yonah Weiss

Chris Pomerleau

Michelle Oppelt

Ashley Wilson

Jens Nielsen

Charles Seaman

Ola Dantis

Jennifer Grimson

Agostino Pintus

David White

Emma Powell

Bruce Wuollet

Chris Grenzig

OwlTail

Erica was born &amp; raised in west Texas, graduating from Permian High School (the school from “Friday Night Lights”). She went on to earn her bachelor’s degree in Finance &amp; Economics from UT Permian Basin. After college, she moved to the DFW area and began her career in finance by working for a large investment firm. She learned the basics of running a financial practice but also saw large holes in the company’s planning process from early on. Working for a large corporation kept her captive to the corporation’s agenda, meaning only being able to offer the 2-3 proprietary financial products created by the company even if other options were better suited for the client. Even though she was able to obtain success &amp; company recognition for her achievements, Erica knew there was a better way to run her business. In order to provide more comprehensive plans for her clients, Erica left the large box company to partner with a boutique, independent financial firm in Ft Worth, Tx. This platform allowed her to partner with multiple Fortune 500 &amp; A-rated companies and “shop the market” for the products that best fit her clients’ needs. Erica’s planning process transitioned from focusing on accumulation and rate of return, to efficient cash flow strategies and increasing retirement income through Infinite Banking. Now she could focus on teaching families how to make their money work for them! As she grew her business, her personal interest in real estate investing continued to grow as well. After working alongside each other in the firm for 3 years, Erica and David White decided to merge their practices and focus on their passion…. real estate. Launching Infinity Investment Strategies allowed Erica &amp; David to build their own personal real estate portfolios, all while offering financial planning services for investors. Infinity Investment Strategies focuses on educating investors about the power of the Infinite Banking Concept to manage cash flow &amp; liquidity to do more deals sooner, as well as inform clients about various real estate opportunities. They also create tax efficient income plans for those looking to retire within 5-10 years.

Erica was born &amp; raised in west Texas, graduating from Permian High School (the school from “Friday Night Lights”). She went on to earn her bachelor’s degree in Finance &amp; Economics from UT Permian Basin. After college, she moved to the DFW area and began her career in finance by working for a large investment firm. She learned the basics of running a financial practice but also saw large holes in the company’s planning process from early on. Working for a large corporation kept her captive to the corporation’s agenda, meaning only being able to offer the 2-3 proprietary financial products created by the company even if other options were better suited for the client. Even though she was able to obtain success &amp; company recognition for her achievements, Erica knew there was a better way to run her business. In order to provide more comprehensive plans for her clients, Erica left the large box company to partner with a boutique, independent financial firm in Ft Worth, Tx. This platform allowed her to partner with multiple Fortune 500 &amp; A-rated companies and “shop the market” for the products that best fit her clients’ needs. Erica’s planning process transitioned from focusing on accumulation and rate of return, to efficient cash flow strategies and increasing retirement income through Infinite Banking. Now she could focus on teaching families how to make their money work for them! As she grew her business, her personal interest in real estate investing continued to grow as well. After working alongside each other in the firm for 3 years, Erica and David White decided to merge their practices and focus on their passion…. real estate. Launching Infinity Investment Strategies allowed Erica &amp; David to build their own personal real estate portfolios, all while offering financial planning services for investors. Infinity Investment Strategies focuses on educating investors about the power of the Infinite Banking Concept to manage cash flow &amp; liquidity to do more deals sooner, as well as inform clients about various real estate opportunities. They also create tax efficient income plans for those looking to retire within 5-10 years.

Infinite Banking & Asset Protection ft. Erica Neal

Infinite banking is a concept that we hear every now and then. Today’s guest is Erica Neal has a degree in Financial Economics. She learned that when you are working for big corporations, you become subject to their agenda. She left her career with the big corporate league and partnered with an independent financial firm. They aren’t tied to any specific company and this allowed them to be specific to the solutions they offer to their clients. In this episode, Erica Neal talks about her new company and shares her expertise on infinite banking.

90 - Erica Neal - Infinite Banking

Erica Neal &amp; David White both come from traditional financial planning backgrounds. David worked as a stockbroker and erica specialized in retirement planning and pension plans. Multiple experiences on each side began to expose issues within the traditional systems that prevent individual clients from achieving true prosperity. Both David and Erica left their original companies to partner on an individual platform allowing them to utilize multiple fortune 500 companies and choose each one as the need for specific client needs.  With both David and Erica having interest and shallow background in real estate investing, they each began diving into that world more in their own financial lives. The interest grew into a passion and a true belief that real estate is how true prosperity and cash flow is built. They decided to partner with one another and their shares beliefs to launch a firm that not only encourages but enhances real estate investing. #ericaneal #davidwhite #wealthmanagement Watch this interview on YouTube: https://www.youtube.com/watch?v=sKInS2um0to

Erica Neal &amp; David White both come from traditional financial planning backgrounds. David worked as a stockbroker and erica specialized in retirement planning and pension plans. Multiple experiences on each side began to expose issues within the traditional systems that prevent individual clients from achieving true prosperity. Both David and Erica left their original companies to partner on an individual platform allowing them to utilize multiple fortune 500 companies and choose each one as the need for specific client needs.  With both David and Erica having interest and shallow background in real estate investing, they each began diving into that world more in their own financial lives. The interest grew into a passion and a true belief that real estate is how true prosperity and cash flow is built. They decided to partner with one another and their shares beliefs to launch a firm that not only encourages but enhances real estate investing. <a href="https://www.youtube.com/results?search_query=%23ericaneal" rel="nofollow" target="_blank">#ericaneal</a> <a href="https://www.youtube.com/results?search_query=%23davidwhite" rel="nofollow" target="_blank">#davidwhite</a> <a href="https://www.youtube.com/results?search_query=%23wealthmanagement" rel="nofollow" target="_blank">#wealthmanagement</a> Watch this interview on YouTube: <a href="https://www.youtube.com/watch?v=sKInS2um0to" rel="nofollow" target="_blank">https://www.youtube.com/watch?v=sKInS2um0to</a>

ERICA NEAL & DAVID WHITE - How to Create and Manage Your Wealth

Erica Neal- Infinity Investments- Be Your Own Bank!

Infinite banking offers a path to financial freedom and legacy wealth. Today, David White and Erica Neal of Integrity Financial Group take time to simplify infinite banking as well as share a profound story of how this strategy protected a client when death suddenly struck. With backgrounds in traditional finance and vetted experience working with standard products David and Erica searched for opportunities that flexed with their clients needs. This determination to fidelity to best meet the needs of their clients led them to infinite banking. You will appreciate the balance David and Erica bring to the table in their communication styles. Having personally worked with them I appreciate how Erica is able to bring simplicity to a complex concept through their interactive discovery call. David’s natural ability to interact with nuances between a variety of investment strategies to prepare an individualized path for clients."IFG is a boutique-wealth management firm with a group of team oriented financial professionals. We believe in a holistic financial planning which combines Insurance Planning and Investment Strategy to help clients create streams of retirement income so that they are prepared for the retirement years. In simple terms, we help clients create and build their own self-made pension, so they have consistent income during retirement.We provide comprehensive and personal service that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind."Be certain to check out their website (click here) and schedule a call with David and Eric (click here) Also check out their interview on the Really Social Estate YouTube channel!

Infinite banking offers a path to financial freedom and legacy wealth. Today, David White and Erica Neal of <a href="http://www.ifgtx.com/#" rel="nofollow" target="_blank">Integrity Financial Group</a> take time to simplify infinite banking as well as share a profound story of how this strategy protected a client when death suddenly struck. With backgrounds in traditional finance and vetted experience working with standard products David and Erica searched for opportunities that flexed with their clients needs. This determination to fidelity to best meet the needs of their clients led them to infinite banking. You will appreciate the balance David and Erica bring to the table in their communication styles. Having personally worked with them I appreciate how Erica is able to bring simplicity to a complex concept through their interactive discovery call. David’s natural ability to interact with nuances between a variety of investment strategies to prepare an individualized path for clients."IFG is a boutique-wealth management firm with a group of team oriented financial professionals. We believe in a holistic financial planning which combines Insurance Planning and Investment Strategy to help clients create streams of retirement income so that they are prepared for the retirement years. In simple terms, we help clients create and build their own self-made pension, so they have consistent income during retirement.We provide comprehensive and personal service that sets us apart in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind."Be certain to check out their website (<a href="http://www.ifgtx.com/" rel="nofollow" target="_blank">click here</a>) and schedule a call with David and Eric (<a href="https://10to8.com/book/fxpyuf-free/" rel="nofollow" target="_blank">click here</a>) Also check out their interview on the <a href="https://youtu.be/sKInS2um0to" rel="nofollow" target="_blank">Really Social Estate </a>YouTube channel!

Ep17 David White & Erica Neal  on Planning for the Unplanned Investment Strategies