FREQUENTLY ASKED QUESTIONS
CAN I USE MY SELF-DIRECTED IRA?
Yes. With us investors can use their self-directed traditional IRA or Roth IRA and of their 401K.
We are partnered with The Entrust Group, American IRA as well as Madison Trust whom together manages over $14 billion worth of assets, thus making us a partner with the largest and most reputable custodians in the United States. Any one of our prestigious custodial partners will handle the paperwork and hold your IRA while the funds are invested with us.
IS THERE A MINIMUM INVESTMENT?
The minimum investment is currently $50,000 and is subject to change at any time.
HOW DO I WITHDRAW MY INVESTMENT?
Your principal is automatically returned to your funding account upon the maturity of your Note. You have the option to reinvest your principal if additional investment opportunities are available.
WHAT IS A “GUARANTEED” NOTE?
“GUARANTEED” means exactly that, upon making a secured and insured loan to Next Level Holdings, LLC as set forth in the Secured Promissory Note, the Investor will receive an insurance policy issued by a fully licensed and regulated insurance carrier maintaining an AM Best rating of B++ or better insuring the full amount of the principal and interest obligation in the promissory note.
Ultimately, our fully insured guaranteed enhanced annuity notes offer the same level of security and safety of a traditional annuity but with an annual yield 2-3X better.
HOW DO I INVEST?
Once you’re ready, complete the form to schedule a call or request a copy of the Secured Enhanced Annuity Fixed Note.
WHAT IS A PROMISSORY NOTE?
A Promissory Note is a written, legally enforceable agreement to pay you interest at a specific rate and frequency and repay your principal (the original amount that you invest) on a specific date. A Secured & Fully Insured Promissory Note is what we call an “Enhanced Annuity” because an annuity by definition is a guaranteed insurance contract which this is, but because we are the maker and are in a high margin space we can afford to pay a higher yield.
WHAT FEES DO YOU CHARGE?
Next Level Holdings, LLC does not charge management or servicing fees of any kind. As an operating trade finance business managing a high margin arbitrage based trade desk, It earns a profit above and beyond the coupon being offered to its investors.
WHAT TAX FORMS ARE PROVIDED?
Next Level Holdings, LLC provides Investors with an IRS Form W9 annually every January.
CAN ANYONE INVEST?
You need to be an accredited investor as defined by the SEC under Rule 501. We can accept no more then 35 non-accredited investors.
WHAT IF I HAVE MORE QUESTIONS?
Deciding what to do with your money is hard. The world of finance, with all its insider language, doesn’t make it any easier. Contact us for more information or a no-obligation conversation.