1. Fill out our Complete Application Form. This is highly recommended if you are ready to apply. This process will take 5-15 minutes. You will have the option of saving your application at any time and returning to it later if you wish. 2. Fill out our Short Application Form. This process will take 2-4 minutes. A loan officer will contact you once we receive your application. 3. Call us at (562)467-7331 and we will take your application over the phone. Business Hours Monday - Friday Saturday Evenings and Weekends By Appointment You may also call us outside our normal working hours and leave a message on our voice mail. We will try to contact you as soon as possible. 4. 5. 6. Download the application material now and mail or fax it to us. Documents Required 1. 2. 2-4unitsloans.com -
Most people want to score big when it comes to their financial success and future security. That is what our clients want – and that’s what we want for them.
We believe that the very best results are the product of teamwork. That’s why we’ve assembled a team of professionals who are dedicated to building client relationships.
In fact, we’re so committed to partnering with our clients that we named our company WIN-TEAM to describe our client-centric business focus and view of how comprehensive financial advisory services should be delivered.
Staying on top of the rapid changes and opportunities in the financial services arena is a job in and of itself. Few people have the time - much less the knowledge or the training - to devote to developing, implementing and tracking their financial and investment strategies. So it is essential for them to find the right resources for information and guidance.
WIN-TEAM is that resource. As a premier financial services organization, our mission is to help you realize and preserve the good life through personalized service, specialized knowledge and comprehensive financial advisory services.
| Tenant-in-Common investments (TICs) are offered by many companies with many different structures. But few can match our company's 10+ year track record of success that includes over 120 property acquisitions and a high-quality portfolio worth over $1 billion. We offer Institutional-Quality TIC Investments: prime real estate investments which offer a stable yield, lower downside risk, and a solid 1031 Exchange solution. We're so confident in the quality of our investment opportunities that we buy a TIC co-ownership interest in every property we acquire, and we stand alongside the investments of our co-owners. |  |  
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The Entrust Group is the nation's largest network of professional Third Party Administrators, providing Truly Self DirectedTM Plans, Individual Retirement Arrangements, Pension and Profit Sharing Plans, 401(k)s and Defined Benefit plans. Our discriminating clients are those who wish to direct their own investments, such as real estate, notes, private placements, accounts receivables, limited Partnerships, gold, as well as stocks, bonds, mutual funds, and certificates of deposit.
Not all truly self directed IRA and qualified plan administrators and trustees are the same. Most people choose an Entrust office near them as their preferred provider because of our real experience in Truly Self Directed TM Plans. With over 25 years of experience, The Entrust Group takes pride in their superior customer service. We are the benchmark of the industry in service. People all over the world rely on us and our trustee Banks and Trust companies, and of course, all of your un-invested deposits are FDIC insured.
The principals of each of our many offices throughout the U.S. are professionals who have specific experience in operations of IRAs and other Retirement Vehicles. Every principal has personally made Truly Self Directed TM Investments. Principals in our offices consist of Entrepreneurs, Certified Public Accountants, Attorneys and Certified Financial Planners, often holding multiple professional designations. By having offices near you who understand the investments, your local markets and the requirements of Tax Enhanced Investments, you clearly are part of a winning team.
With an office near you, along with unparalleled management and staff, your transactions get the best of all worlds: Your direction and expertise, plus our highly trained staff. Each office is staffed by people who have direct experience in the types of transactions you wish to do. By having done it ourselves, we know what it takes. You will be greeted by attorneys, certified financial planners, brokers and professionals who make sure that your transaction is completed in a timely workmanlike and efficient manner.
Because your accounts are all self directed you make all the decisions, we have no products to sell, just excellent service and superb education.
In addition to our excellent service we provide the nations best education for self directed plans. We also provide Continuing Professional Education for Realtors, Certified Financial Planners and Certified Public Accountants. All clients and non-clients alike receive the benefit of a Truly Self Directed Plan Education in all Individual Retirement Arrangements.
When you attend one of our many State certified Continuing Professional Education Credit courses, you will know that The Entrust Group is the only source for the best education for Investing in Truly Self Directed TM Plans in the United States. Whether you are a CPA, Realtor®, or Certified Financial Planner, you will always have the highest value.
You choose the stock broker. There is no requirement to use one specific broker or maintain cash in any specific brokerage account. Another Truly Self DirectedTM Account Advantage. 
Trustees and Custodians of Individual Retirement Arrangements must be banks, savings and loan associations, credit unions, and other entities meeting the requirements under the Internal Revenue Code. The Entrust Group provides recordkeeping services for such banks for IRAs of all types. Each office must meet the requirements of the regulatory agency responsible for the examination of the custodial or trustee bank. All deposits of un-invested funds must be, and is placed in FDIC insured accounts for the benefit of each client. The Entrust Group ensures strict compliance with state and federal regulations. Your assets are protected by insurance mandated by law, and the possibility of loss is completely mitigated by the prohibition of product sales to you by anyone in our offices. None of our offices promote any sales of any investments or is associated with any product sales company, or offers any product or investment which could potentially give rise to a conflict of interest. We feel confident in our ability to provide you with excellent trust, custodial, recordkeeping, and administration services, to the extent that we welcome you or any other professionals to come to our offices and review our operations, so that you may have a first hand view of what makes us the best choice for Truly Self DirectedTM retirement plans in the world.
Choose the type of plan best suits your needs and requirements. You may decide to control your own investment decisions and opt for the self-directed form of any of the available plans.
Many financial service companies (banks, insurance companies, brokerage firms) limit the kinds of investments you can make, or make investment recommendations part of their service. Instead, you can choose an independent administration firm that encourages and supports your desire to control your own investment decisions.
The Entrust Group, The Entrust Group, Inc. and its franchisees ("Entrust") do not provide investment advice or endorsements based on information included at its websites. A plan is not truly self-directed if products of any type are sold by an IRA or plan trustee, custodian or administrator, as this may result in a conflict of interest. Entrust assumes no liability for any actions or representations of any listed third party or subject matter contained on any of its websites, since we cannot guarantee the accuracy, completeness or usefulness of any information contained on this server or linked from this server. All information and materials that appear are provided as is without any express or implied warranty of any kind or nature. All interested parties are encouraged to consult with their attorneys, accountants and financial advisors before entering into any agreements.
Entrust and its franchisees are part of the The Entrust Group, Inc. The Entrust Group, Inc. is based in Oakland California. Each franchise location is independently owned and operated. [click here for locations]
Investment Property Insurance Specialist
License # 0E33447
Phone (714) 856-7126
Fax (949) 266-5937
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Policy Type |
Homeowner Protector Plus Policy |
Landlord Protector Policy |
Dwelling – DP3 Non Owner Occupied |
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Function: |
Purchaser will live in the property purchased as their home and primary dwelling. |
Purchaser will rent the property to others, but will have contents in the property such as furniture, washer / dryer & other appliances. |
Purchaser will rent the property to others with minimal contents owned by owner, such as stoves, water heaters, etc. |
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Structure (A) - Replacement cost of property Separate Structures (B) - Unattached structures on property |
Structure covered up to 100% (125% can be endorsed) of replacement cost Separate structures (shed, planters, unattached storage, etc,) covered up to 10 % of the Structure amount |
Structure covered up to 100% (125% can be endorsed) of replacement cost Separate structures (shed, planters, unattached storage, etc,) covered up to 10 % of the Structure amount |
Structure covered up to 100% of replacement cost Separate structures (shed, planters, unattached storage, etc,) covered up to 10 % of the Structure amount |
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Personal Property (C) - Owned or used by an insured anywhere in the world (Includes theft and accidental physical loss) |
Up to 75% of the amount of coverage (A), the replacement amount for policy |
Up to 5% of the amount of coverage (A), the replacement amount for policy |
Optional Coverage- Theft or Accidental Physical Loss of personal property Not Included See list of perils covered below* |
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Loss of Rent / Additional living Expenses (D) – Covers Rents or Loss of Income for non-owner occupied dwelling and additional living expenses for owner occupied dwelling policies while the dwelling is uninhabitable |
Up to 50% of Coverage (A) |
Up to 12 months of payments of rents while dwelling is uninhabitable |
Up to 10% of Coverage (A) |
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Business Liability (E) - |
Not Covered |
Covers up to $1,000,000 for wrongful eviction and other business liability associated with Landlords |
Not covered A Personal Umbrella policy can be purchased separately to cover this risk |
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Personal Liability (E) - |
$100,000 Included Optional Increase Available $300,000 / $500,000 |
$100,000 Included Optional Increase Available $300,000 / $500,000 |
Optional Coverage- $100,000 $300,000 $500,000 |
THE LAW FIRM OF DENNIS P. BLOCK AND ASSOCIATES is a law firm specializing in tenant eviction. This firm started in 1976 and is the leading eviction law firm in the State of
Dennis P. Block is an authority in the field of Landlord/Tenant law and conducts numerous seminars for both landlords and fellow attorneys. He is also past President of the Apartment Association. Our attorneys are available to answer your legal questions without charge.
ALL FORMS ARE FILLABLE -- JUST TYPE AND PRINT!
