Ann Morton, a highly successful realtor from Greenville, South Carolina, had built a thriving real estate business over 23 years.

But like many in her industry, she faced a common challenge: despite her professional success, she lacked a solid retirement strategy. That all changed when she discovered NoteSchool and embraced the world of note investing.

Let’s take a look at how note investing changed her life!

With over two decades in the industry, Ann had established herself as a top-performing realtor. She had experience building and leading a team, and even as a solo agent, she maintained a strong client base of repeat customers and referrals. Her business was flourishing, but something was missing.

About five years ago, Ann and her husband of nearly 36 years had a realization. “Being in the industry that I’m in, I work with a lot of people who innocently just don’t prepare for retirement, and it just sneaks up on you,” Ann recalls. With her husband working for a small company without a retirement plan and Ann being self-employed, they knew they needed to take action.

Initially, they explored traditional investment routes…

They purchased some rental properties and invested in cash value life insurance. However, Ann soon realized these strategies alone wouldn’t be enough to secure the retirement lifestyle they desired.

Ann’s journey to NoteSchool began when she decided to work with a wealth coach. Through a mastermind event in February, she was introduced to Eddie Speed and the concept of note investing. “Someone way back years ago said, ‘Ann, you need to own the paper, don’t be the landlord,'” she remembers. “It really sparked everything and aligned.”

Intrigued by the possibilities, Ann took a leap of faith and signed up for NoteSchool’s three-day class. “You over-delivered,” she says, “and I knew that this was a lane I needed to be in.”

Transitioning into note investing wasn’t without its challenges. Ann was already running a successful real estate business and balancing family life with three grown sons and five grandchildren. However, she recognized the potential and made a commitment to learn and grow.

“The next 12 to 18 months, I’m going to be traveling, I’m going to be engaged in learning,” Ann told her family. She time-blocked her schedule to focus on her note education and began putting her new knowledge into action.

The results came quickly. Within months of fully engaging with NoteSchool’s program, Ann and her husband owned their first notes. “It’s quite nice to think about instead of money sitting somewhere, it’s actually my money growing monthly,” Ann shares excitedly. “I’m proud to say I’ve started receiving those monthly passive residual incomes coming in.”

Ann’s experience with NoteSchool has also led her to reevaluate her existing real estate investments. With rising property taxes, insurance costs, and maintenance expenses, she’s now looking at converting some of her rental properties to seller financing.

“We definitely are taking ours now and going to the tenants or looking to do seller finance so we can just own the note and not be the landlord,” Ann explains. This strategy allows her to maintain the benefits of real estate investing while reducing the headaches of property management.

For Ann, note investing isn’t just about securing her own retirement. It’s about creating a lasting legacy for her family. “I want to have a legacy for my children and my grandchildren,” she says passionately. “I want my children at a much younger age to learn what we are doing now, and I can only imagine what it’s going to look like for them in 10 years just by us starting.”

This focus on legacy and family aligns perfectly with NoteSchool’s philosophy. As Eddie Speed often says, “Giving people knowledge of how they can go take money and do something with it, that gift is greater than way better than giving them a check.”

Ann credits much of her success to the support and education she’s received from NoteSchool. “The partnership and to be a part of this family at NoteSchool and just the genuineness of what you guys have done to help us grow… we’re thrilled to be a part of it,” she says.

She particularly appreciates NoteSchool’s “Done For You” program, which has accelerated her learning curve and helped her navigate the complexities of note investing. “It’s not just for time,” Ann explains. “The learning process on that too, for all of that to be done and then I just get to review it and I learn as I go through, it’s amazing.”

As Ann continues to grow her note investing business alongside her real estate career, she’s excited about the possibilities ahead. She sees note investing as a powerful tool for creating passive income, building wealth, and securing a comfortable retirement.

For other real estate professionals considering note investing, Ann’s advice is clear: “Realtors just thrive on hitting goals and doing stuff, and they help other people make money and investors, and they’re just missing the boat themselves.”

With NoteSchool’s guidance and her own determination, Ann Morton is no longer missing that boat. She’s charting a course toward a secure financial future, not just for herself, but for generations to come.

Are YOU ready to follow in Ann’s footsteps and discover the power of note investing?

Ready to achieve success in note investing? The best time to start is now! Take advantage of the resources below to learn from industry experts, connect with a thriving community, and unlock your full potential in creative real estate financing.

Your journey toward financial freedom begins today—don’t wait to take the next step!

Whenever you’re ready… here are 4 ways we can help you start your journey into note investing: