Lifestyle Income Strategies
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(858) 336-4999
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Corproate Notes Income
Strategy​

Be a​ participating lender and you will earn monthly interest from short-term loans for a set period of time.​

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What is a Corporate Notes Income Strategy?

A Corporate Note is simply a short term loan agreement between a lending source and a company.  The company can use these funds for a variety of purposes.  We work with a well-positioned and very successful lending frim which offers its investors the ability to participate in the financial gains of these short term business loans.  You can become a “member” in the transaction and earn monthly income from the interest on the loan. 

How does a Corporate Note Strategy Work? ​

Our business partner is a lender who makes secured loans to business owners and entrepreneurs  throughout the U.S. We offer a variety of direct financing programs including mortgage lending, accounts receivable and contract financing, inventory and equipment financing and leasing, vehicle  and transportation financing and leasing.  As a participating lender in the transaction, you will earn monthly interest from the short-term loans for a set period of time. 
 
Presently, we are offering up to $5,000,000 of Senior Corporate Notes  -  6% (per  annum) for 12 months and 8% (per  annum)  for  36  months.  The  Notes  pay  monthly  payments  of  interest  only  to  Investors  during  the  Note  term  with  the  principal  paid  in  full  at maturity.  

​What Type of Financing Is Offered to Businesses?

Our lending partner offers the following types of financing to business owners:
 
• Direct mortgage lending to real estate owners, developers and entrepreneurs.  he  typical  mortgage loan is to real estate entrepreneurs on a short-term  basis, secured by a mortgage on the real estate, with annual interest between 15% and 25%, depending on the terms.
 
• Accounts receivable and contract financing (factoring), secured by accounts receivable or contract rights of the business, with return rates to the Company of between 3 and 5% per month depending on the contract and term.
 
• The Commission Advance Program to real estate agents, brokers and other real estate professionals, where the Company will advance up to 70% of  a  commission  due  on  a  pending  and  verified  transaction.  The return to the Company on those advances ranges between 5% and 9% per month.
 
• Equipment  and  inventory  financing  to  allow  businesses  to  grow  by  adding new  equipment  and  inventory.  These loans are typically 1 to 2 years in duration, and carry interest between 15% and 25% per annum.
 
• Secured loans in the automotive dealership, aviation and marine industries.  hese  loans  are  typically  6  months  to  2  years  in  duration,  carry  interest  at between  12%  and  25%  per  annum,  and  are  secured  by  automobile  titles, vehicle or vessel titles or liens. 
 
Our business partner, Legion Funding, LLC is a wholly owned subsidiary of leading private equity firm Legion Capital Corporation (legioncapitalcorp.com). Legion and the company are  growing rapidly and expanding their market share  and  footprint  both  domestically and internationally. Legion  Capital has current  holdings  in  the real  estate, construction and infrastructure, aviation, marine,  technology, automotive and other industries.

These programs are ideal for investors looking for monthly income for a 1 to 3 year period.  Once the funding program has ended the investor may have the ability to re-invest in another Corporate Note depending upon the availability.  

Current Corporate Note Listing

The following represents our current inventory of business listings programs.  Click on each link for more details about the current Corporate Note program and our lending partner. 

  • One Year (6% annum) OR Three Year (8% annum) Note with Monthly Income
  • Legion Capital Executive Summary
  • Legion Mission Statement
  
Contact us to learn more about the Corporate Note program.

Contact Us
About Annuities:

(858) 336-4999
​333 City Blvd. West
Suite 1700
​Orange, CA 92868​
Click Here to Email Us
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Licensed in California, Arizona, Arkansas, Mississippi, New Jersey, Alabama, and New Mexico

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Lifestyle Income Strategies
333 City Blvd. West
Suite 1700
​Orange, CA 92868
(858) 336-4999
​​Click Here to Email Us

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