Investing in America’s Future: A Deep Dive Into How Investors Earn Up To 10.25% Fixed Returns in a Flexible, Secured, and Collateralized Portfolio
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The advisor will understand the student loan debt crisis and how we got into the situation we are currently in, along with a breakdown of Federal vs. Private loans and the overall rules surrounding student loans.
Finally, attendees will be given an opportunity to understand how they can help their clients create a fixed-income revenue stream while helping people.
The presentation will spend time explaining the Student loan debt crisis, where we are, how we got here, and what can be done to fix the problem as well ascover what Yrefy is doing specifically to address the problem and end on how advisors and clients can participate financially.
- Participants will be able to explain to clients the difference between Federal and Private Student Loans.
- Participants will be able to know hat to watch out for when taking out student loans, both Federal and Private
- Participants will understand how they and their clients can create a fixed income in a secured and collateralized portfolio while helping people get out of student loan debt.
Laine Schoneberger
Chief Investment Officer & Managing Partner
Yrefy, LLC
Laine started his first company at age 18, growing and eventually selling, allowing him to follow in his father’s footsteps and enter the family-owned financial services business in 1995. Working alongside his father, Bob Schoneberger, Laine worked his way up to become President of Campbell, Schoneberger & Associates, Ltd., in 2007. After his father retired, Laine grew the company, merging it with another financial services company.
For 19 of his 25-year career in the financial services industry Laine carried several securities licenses managing over $150,000,000 for his clients. In 2012 Laine decided to exit the securities business, selling the investment practice to his partner to focus on his family and growing his insurance-based practice, Strategic Insurance Inc.
Strategic Insurance quickly became a nationwide Brokerage General Agency specializing in business and estate planning, emphasizing insurance-based and tax strategies. Laine has mentored and coached several hundred advisors across the country.
In January 2019, Laine sold his majority interest in Strategic Insurance Inc. to his partner to focus his attention on Yrefy.
Laine is a graduate of and holds several professional designations from the American College of Financial Services, including the ChFC (Chartered Financial Consultant, May 2003) and CLU (Chartered Life Underwriter, September 2006), and the LUTCF (Life Underwriter Training Council Fellowship, March 1998) designations.
As a founding member and the Chief Investment Officer & Managing Partner of Yrefy, LLC, most days are spent overseeing capital raise for the company working alongside the Investor Relations Team directly with Investors and Investment Advisors.
Yrefy is a company founded on Innovation; Laine spends significant time working with his Partner, Don Fenstermaker, enhancing the product design and developing the software that drives the company.
Laine and his wife Lisa, both Arizona natives, were married in November 2000 and have four children. Laine enjoys time at the family cabin and doing anything outdoor-related with his family and friends.
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