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Create Monthly Income—Without Selling Assets
Join TradeBacked and Tardus Wealth Strategies for a live session introducing a short-term, income-producing strategy designed for today’s real-world financial challenges.
Learn:
✔️ A strategy for generating monthly principal + interest payouts
✔️ How to support cash flow without liquidating long-term investments
✔️ Why short-term income models are gaining attention in today’s market
Clients and Investors want income and liquidity —without touching their retirement accounts, equities, or long-term holdings.This session gives you a framework to help them do just that.
Register now and start building income on your terms 👇
Meet Your Hosts
Tanisha Souza, J.D.
CEO & Chief Wealth Strategist at Tardus Wealth Strategies
Tanisha Souza is CEO and Chief Wealth Coach at Tardus Wealth Strategies, and best-selling author of The Income Snowball. A former attorney turned wealth strategist, she paid off six-figure debt and replaced her income in just two years. Today, she helps others do the same—teaching simple, low-risk strategies to build lasting passive income.
Sumit Saraf
Managing Partner & Head of Capital Markets, TradeBacked, Inc
Sumit Saraf is an MIT MBA, seasoned fund manager, and serial entrepreneur with a unique 360-degree view of the investment landscape. As a Partner at TradeBacked Inc., a private credit firm, he leads deal sourcing, due diligence, and strategic funding across Reg D, Reg A, Rated Bonds, and institutional SPVs. Sumit’s past ventures include founding JUSTAP Media, a pioneer in digital OOH ad-tech, and Conjoin Consultancy, where he advised leading investment banks and SPAC teams. His experience spans venture capital, private equity, and startup leadership, making him a sharp evaluator of opportunity and risk.
Pete Covino
Founder | Legacy Integrated at Legacy Wealth Management, LLC
Pete Covino is the founder of Legacy Wealth Management and has been in financial services since 1997. He launched the firm in 2015 to bring endowment-style investing to a broader audience beyond institutions and family offices.
An Accredited Wealth Management Advisor (AWMA), Pete chairs Legacy’s investment committee, overseeing strategy, risk management, and asset allocation. With nearly three decades of experience—including through two major recessions—he’s known for performance, integrity, and exceptional client retention driven by long-standing relationships and trust.
About The Money Multiplier
Infinite Banking Expertise
The Money Multiplier has pioneered strategies that allow you to become your own banker, leveraging your capital for major purchases and investments while growing your wealth simultaneously.
Cash Flow Mastery
Learn sophisticated yet accessible techniques to generate consistent cash flow that builds lasting wealth while minimizing risk and maximizing tax advantages.
Personalized Coaching
Their team provides customized guidance to accelerate debt payoff, optimize investments, and create a tailored roadmap to financial independence based on your unique situation.
Do your clients need cash flow?
Clients and Investors may be interested in creating passive income streams that provide cash flow because:
- They need reliable monthly income—but don’t want to sell their long-term investments.
- They’ve experienced job loss or reduced income—and need a bridge strategy.
- They want diversification beyond traditional markets.
Your clients are asking for income, flexibility, and simplicity—without derailing their long-term plan. This webinar introduces a model you may not have seen before: short-term, amortized private investments that return both principal and interest monthly. It’s not just different. It’s what many clients need right now.
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