Sponsored by Wallace Reid & HOW TO PROFIT FROM EXCESS PROCEEDS / SURPLUS FUNDS.

HOW TO PROFIT FROM EXCESS PROCEEDS / SURPLUS

FUNDS

Dr. Marijo Wilson, PhD

Sponsored by Wallace Reid & www.taxsaleresults.com

HOW TO PROFIT FROM EXCESS PROCEEDS / SURPLUS FUNDS

MEET YOUR TRAINERHas been investing for over 30 years

B.S. degree from Western Illinois Univ.

M.S. degree from Kansas State Univ.

Post-doctoral Research at Univ. of Idaho

Certification to Teach

Faculty at University of Kentucky

Has owned 3 Franchises

Ph.D. degree from Kansas State Univ.

Is an International Mentor / Trainer

DR. MARIJO

WILSON

THE BUSINESS OPPORTUNITY

Excess Proceeds (Surplus Funds) can occur in Tax Deed

States, High-bid Tax Lien States & Mortgage

Foreclosures (Deed of Trust) in all States

Investors competitively bid up the prices high than the taxes owed or the mortgage balance….thereby creating surplus funds/excess proceeds.

32 Billion Dollars of Unclaimed FundsThis money will Escheat to the government because no one claims it. People have no idea they have money: They need you to help them get their money and you get paid in the process.

The Fox and the Hen House

Leave it to our government to set up a system of failure for its citizens

CONFLICT OF INTEREST

Escheatment

Cheat

How Fund Finders get Paid• A Surplus may be created at the county

courthouse at the time of the foreclosure (Tax or Mortgage) sale

• The amount may only be a few dollars but can be in the thousands.

• You choose your threshold of dollar amounts that you want to work: i.e., anything amount over $5,000; any amount over $20,000

• You determine the contingency fee you will receive: 25%, 35%, 50% (be reasonable)

Remember

“PIGS GET FAT”

“HOGS GET

SLAUGHTERED”

THIS IS NOT “GET RICH QUICK”.It is a business opportunity that takes very

little investment dollars: “A franchise without the Franchise fees”

STEPS TO SUCCESSGET THE LIST1

CHOOSE THE FILES TO WORK2

RESEARCH THE FILES3

MARKETING5

CONVERT LEAD TO CLIENT6

SUBMIT THE CLAIM7

GET PAID !!!8

FIND THE PEOPLE4

*Must have a tracking system to organize your research and your client base !



RESEARCH THE FILES3

MARKETING5


SUBMIT THE CLAIM7

GET PAID !!!8

FIND THE PEOPLE4


A. REQUEST LIST FROM COUNTY OFFICE

B. RESEARCH ONLINEC. PURCHASE LIST FROM THIRD PARTY

LIST PROVIDER

i.e.. www.taxsaleresults.com

This is the EXCESS PROCEEDS list downloaded from a California County Treasurer’s Website (PDF format)

At your 40% Fee, doing just these 3 overages

(high lighted) would NET

you …

$140,000.00

Your fees in this one county alone would net you $484,000 in yellow

THIS SINGLE COUNTY IN FLORIDA HAS OVER $1,000,000 IN SURPLUS FUNDS

These are overages/excess proceeds from Bank foreclosures in ARIZONA. This is just the first few listings of several pages…….

$64,000 in fees just in these 5 files highlighted in Yellow

Kings County, CA list purchased from www.taxsaleresults.com




RESEARCH THE FILES3

MARKETING5


SUBMIT THE CLAIM7

GET PAID !!!8

FIND THE PEOPLE4



ONLY $1623.04

PARCEL NUMBER

DEEDED OWNER SURPLUS ADDRESS

010-225-004-000

11th St. 227 E Land Trust

$30,507.26

032-171-015-000

Castro, Albert T & Mary H/W

$45,654.19

034-051-001-000

Peck, Melissa R. $36,887.50

034-051-002-000

Peck, Melissa R. $1623.04

TOTAL $114,671.99

Kings County, CA. We will research these 4 files totaling $114,671

SURPLUS CONTINGENCY FEE

YOUR COMMISSION

$114,671.99

25% 28,668.00

33% 37,842.00

40% 45,869.00

50% 57,336.00

WRITE YOUR OWN

PAY CHECK……….

HOW MUCH ARE YOU WORTH ?



RESEARCH THE FILES3

MARKETING5


SUBMIT THE CLAIM7

GET PAID !!!8

FIND THE PEOPLE4

PARCEL NUMBER


010-225-004-000


$30,507.26

032-171-015-000


$45,654.19

034-051-001-000


034-051-002-000


TOTAL $114,671.99

USE THE KINGS COUNTY ASSESSOR’S WEBSITE TO LOOK UP PROPERTY INFORMATION

We search using the parcel number to get the physical address (situs)

In many taxing jurisdictions you can also get the mailing address of the owner

PARCEL NUMBER


010-225-004-000


$30,507.26 227 E. 11th St., Hanford, CA

032-171-015-000


$45,654.19

034-051-001-000


034-051-002-000


TOTAL $114,671.99

PARCEL NUMBER


010-225-004-000


$30,507.26 227 E. 11th St., Hanford, CA

032-171-015-000


$45,654.19 1621 Hale Ave, Corcoran, CA

034-051-001-000


034-051-002-000


TOTAL $114,671.99

PARCEL NUMBER


010-225-004-000


$30,507.26 227 E. 11th St., Hanford, CA

032-171-015-000


$45,654.19 1621 Hale Ave, Corcoran, CA

034-051-001-000

Peck, Melissa R. $36,887.50 305 6th Avenue, Corcoran, CA

034-051-002-000

Peck, Melissa R. $1623.04 Vacant Lot

TOTAL $114,671.99



RESEARCH THE FILES3

MARKETING5


SUBMIT THE CLAIM7

GET PAID !!!8

FIND THE PEOPLE4

STEPS TO SUCCESSFIND THE PEOPLE4

A. County Websites (Clerk / Recorder)

B. Free Websites for Skip Tracing

C. Paid Websites for Skip Tracing

D. Social Networking Sites

E. Hire a private investigator


A. County Websites (Clerk / Recorder /

Civil and Criminal Courts)





We are going to look up all three names under this Superior Court website for Kings County: Melissa R Peck, Albert T Castro and Eric S Liners & Joyce M Liners .

Peck, Melissa R.

You will want to look at liens that have been recorded against the deeded owner because these liens may have “priority” over the claim by the owner for the excess proceeds.

Her address is provided here: 305 6th Ave, Corcoran, CA

We are going to look up all three names under this Superior Court website for Kings County: Melissa R Peck, Albert T Castro and Eric S Liners & Joyce M Liners.

PARCEL NUMBER

DEEDED OWNER ADDRESS FOR OWNER

SITUSADDRESS

010-225-004-000

11th St. 227 E Land Trust (Eric S and Joyce M. Liners?)

227 E. 11th St., Hanford, CA

032-171-015-000

Castro, Albert T & Mary M H/W

1621 Hale Ave, Corcoran, CA

034-051-001-000

Peck, Melissa R. 305 6th AveCorcoran

305 6th Ave, Corcoran, CA

034-051-002-000


Vacant Lot,Corcoran, CA









411.Com anywho.com

spokeo.com

Whitepages.com beenverified.com

Zabasearch.com peoplefinders.com

Yasni.com peoplesmart.com









Intelius.com *Checkpeople.com

TLOxp.com Accurint.com

Ancestry.com

Check each of our files on CheckPeople.comMelissa R PeckAlbert T Castro and Mary M Castro11th Street 227 E Land Trust (placed into Trust by

Eric S Liners & Joyce M Liners

The site provides you this “teaser” information and then you must pay in order to access the additional information.

With this particular report we get information under each of these tabs:

Albert Castro lived at 1621 Hale Ave in Corcoran, CA. He was born on 8/10/1919

Now we run the request for information on Albert Castro

Only possible relative listed is Mary M Castro (his wife). We know we have the correct Albert Castro.

When Mary Castro’s name is run through the system we find that she is Deceased. Relative is Albert T Castro.

Mary Castro lived at same address as Albert Castro (1621 Hale Ave) and was born 12/31/1919.

Checkpeople DEEDED OWNER COURT WEBSITE

SITUSADDRESS



1621 Hale Ave, Corcoran

Castro, Albert T (deceased) & Mary (deceased)

1621 Hale Ave. Corcoran


331 6th Ave Corcoran








Intelius.com Checkpeople.com

*TLOxp.com Accurint.com

Ancestry.com

Checkpeople TLOxp DEEDED OWNER COURT WEBSITE SITUSADDRESS

834 Provincetown Dr, Salinas, CA




1621 Hale Ave, Corcoran Castro, Albert T (deceased) & Mary (deceased)




3334 W Caldwell Ave, Visalia, CA




3334 W Caldwell Ave. Visalia, CA





Intelius.com Checkpeople.com

TLOxp.com Accurint.com

*Ancestry.com

Checkpeople TLOxp DEEDED OWNER COURT WEBSITE SITUSADDRESS

834 Provincetown Dr, Salinas, CA




1621 Hale Ave, Corcoran Castro, Albert T (deceased) & Mary (deceased)

ANCESTRY.comNo heirs identifiedDeath Certificate Ordered




3334 W Caldwell Ave, Visalia, CA




3334 W Caldwell Ave. Visalia, CA











RESEARCH THE FILES3

MARKETING5


SUBMIT THE CLAIM7

GET PAID !!!8

FIND THE PEOPLE4



RESEARCH THE FILES3

MARKETING5


SUBMIT THE CLAIM7

GET PAID !!!8

FIND THE PEOPLE4



RESEARCH THE FILES3

MARKETING5


SUBMIT THE CLAIM7

GET PAID !!!8

FIND THE PEOPLE4

32 Billion dollars of Unclaimed Funds in the U.S.A.

This is a niche business opportunity. Your clients will love you for recovering for them thousands of dollars that they did not know about and you get to share the wealth!

The competition is so scarce a lot of counties have never even heard of a fund finder.

ADVANTAGES OF THIS CASH FLOW BUSINESS

Huge Income Potential Work from Home Work from anywhere in the World No territories Do not have to be licensed Do not have to have credit or a job Great add on to an existing business Flexible working hours Great tax benefits with home office You are the boss Very little start-up costs & very low overhead Don’t have to buy or own property or spend precious time driving around looking at properties Don’t have to work face to face with clients Easy to set up systems for outsourcing

DISADVANTAGES OF THIS CASH FLOW BUSINESS

Potential Clients are more internet savvy

Clients may claim money themselves

So many scams today

Concerns over Identity Theft

Competition with other Fund Finders

No regular pay check

Income is not guaranteed

Some County Workers very unfriendly and uncooperative

Agency holding funds may send check directly to client

MOST PEOPLE WANT…FREEDOM FROM FINANCIAL PROBLEMS1

PEACE OF MIND2

TIME WITH FAMILY & FRIENDS3

TO TRAVEL5

HAVE TIME FOR THEIR PASSIONS6

TO GIVE TO CHARITIES (philanthropy)7

TO BUILD (or rebuild) RETIREMENT FUNDS8

TO PROVIDE COLLEGE FUNDS for children4

3 Ways to Build Wealth

• Shorten the

• Increase the rate of return

• Increase the of income

Forbes Magazine

Time is our most limited resource.

Make your time count !

MENTOR

MY MENTORS

Robert & Kim Kiyosaki

Rich Dad Education

Kirk & Kim Duncan3 Key Elements

Dr. Marijo Wilson, PhD International Coach & Mentor

COACHING• Unlimited email and text

support for twenty four (24) months.

• Four (4) telephone consultations (up to 60 minutes each) when you need help.

• PRICE $2997.00

MENTORING• 3 Day (24 hour) Personal

Training in your city for you and your partner

• Unlimited email & text support for 24 months

• Four (4) telephone consultations

• PRICE $25,000.00

Dr. Marijo Wilson, PhD International Coach & Mentor

PERSONAL COACHING• Unlimited email and text

support for twenty four (24) months.

• Four (4) telephone consultations (up to 60 minutes each) when you need help.

PRICE $2997.00 $1497.00

PERSONAL MENTORSHIP• 3 Day (24 hour) Personal

Training in your city for you and your guest

• Unlimited email & text support for 24 months

• Four (4) telephone consultations

PRICE $25,000.00 $10,000.00

Sponsorship by

www.taxsaleresults for

participants will provide

discount for continuing

education.

http://www.taxsaleresults/

D

Sponsored by Wallace Reid & www.taxsaleresults.com

The next time you contact www.taxsaleresults.com, make certain to thank Mr. Wallace Reid for sponsoring this event.

HOW TO PROFIT FROM EXCESS PROCEEDS / SURPLUS FUNDS

http://www.taxsaleresults.com/

D

Questions

Due to the number of participants involved we won’t

be able to have an open Q&A session. Most of the

questions submitted on the registration forms were

answered in the presentation. I will answer any other

questions during our personal one-on-one,

complimentary consultation.

THANKS

To Schedule your personal complimentary consultation please email me at:

drtaxlien@gmail

Or send a text to my phone at:

941-799-1552

Dr. Marijo Wilson, PhD

Instructor

Sponsored by Wallace Reid & HOW TO PROFIT FROM EXCESS PROCEEDS / SURPLUS FUNDS.

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