
Generate Passive Monthly Cash Flow
Follow these instructions to the 'T'
and you are guaranteed success!
There are 2 scenarios for generating
passive monthly cash flow
If you have money to invest, i.e. savings, a stock portfolio, an IRA or 401k and want better performance,
then wise tax free investing in solid growth investments is one option.
You can accomplish that in our Private Member Association.
If you don't have much money to invest or would like to create more than you have now, then we have a very simple solution for you outlined below. You don't have to be a salesperson because there' s no selling involved. It's not MLM, there is little to no investment to make, you don't need any special skills, there is no team building or management involved. Anyone can do this. See for yourself! Read on.
The Simple Secret to Success


So you get the email, what next?
You'll have a specially prepared PDF file giving full details and instructions which you'll send to them. In this PDF we will ask them to; a) fill out an online form, b) join our mailing list to learn more, and c) set up a private personal meeting with Mark by phone or on zoom for Q & A and Mark will close the sale for you. You'll get confirmation of the new client immediately when done, then you'll get a monthly statement providing you with all activity with the numbers involved.
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Your email message to them is something like this:
" Hi (name) this is __________ we met the other day at ________ and I just got your email requesting more information about _____. The attached PDF file will provide more info and links for you to use and I'm sure this will be of interest. This is by 'invitation only' so remember my name as you will be asked who invited you.
So how does this work for the client?
For those who have an IRA or an eligible 401k we redirect the portfolio that the IRA or 401k is holding. In the case of the IRA we convert it to a Self Directed IRA (SDIRA) by introducing a new, institutional, highly regarded custodian that allows the client to freely allocate the assets. We then make the necessary arrangements to put those funds to a higher use with much more productivity and that gives us the ability to be very creative to meet the needs of the client. We use different trust structures to achieve various aims as needed by the client.
So what is the income potential?
The average IRA balance across all age groups was calculated in 2024 to be around $129,000. Younger folks generally have lower balances and of course older folks who have been contributing longer have higher balances. So, just working off of the average balance of $129,000, let's say the client converts to an SDIRA and puts $50k to a higher use. That would generate a monthly residual to you of $1500 at the lower bonus level on just the one client. That one client is worth $18,000 to you over the course of the year. And what did you do? Nothing more than drop a card and send an email. It doesn't get any better than that!
Your bonus % can increase with a minimal bump in volume. When you get active you'll easily run into IRAs with $250k or perhaps much more. So you can see how lucrative this can be. You get paid as long as the business is on the books which could be years in many cases.
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So what do I need to get started?
To get started let's first have a discussion about your goals, plans, availability and level of commitment. I'll show you a little more about how the back end works and it'll all make perfect sense and you'll see how this can be a win for you, a win for the people on my end and mostly, a win for the client.
To initiate the interview you can make your request here: