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Infinite Banking intro 21.08.31
- 1. Intro to InfiniteBanking
- 2. For a freee-version text “ebook” to 587-317-6099 Email: [email protected] Consult: SimplePassiveCashflow.com/contact Freebie: eCourse trial - text “simple” to 314-665-1767
- 3. Lane Kawaoka, PE [email protected] REAL ESTATE INVESTINGFORTHE WORKING PROFESSIONAL WHO IS NOT LOOKING FOR ANOTHER JOB WITH LANE KAWAOKA EDU/CAREER (RETIRED 2019): BS Industrial Engineering MS Civil Engineering Front-line Supervisor Construction Manager Project Engineer City Engineer BACKGROUND: 👰 + 👶 + 🐕 + 🦖 Grew up in Hawaii 🤙 Seattle 2003-2017 REAL ESTATE: 2009 First Rental 2015 Eleven Rentals SYNDICATION GP: 5,000+ units, 37+ projects FAMILY OFFICE OHANA MASTERMIND
- 4. Tyler Furukawa [email protected] EDU/CAREER (“RETIRED”2021): BS Metallurgical Engineering MS Mechanical Engineering Naval Engineering Duty Officer DOD Engineer Project Engineer/Construction Manager Front-line Supervisor Chief Engineer BACKGROUND: 👰 + 👶 + 👶 Grew up in Hilo, Hawaii 🤙 Seattle 1996-2001 Jacksonville, FL 2001-2004 Monterey, CA 2004-2006 Honolulu, HI 2006- present REAL ESTATE: 2002 First SFR/”Househack” 2003-2007 4 SFRs 2017 Notes 2018 SimplePassiveCashflow INSURANCE: 2019 Licensed NPN #19175888 HI,AK, OR, CA,
- 5. The Dilemma ofTraditional Finance Learn more - SimplePassiveCashflow.com/Banking
- 6. Bank-Owned Life Insurance(BOLI) Learn more - SimplePassiveCashflow.com/Banking
- 7. How Banks Profit Learnmore - SimplePassiveCashflow.com/Banking
- 8. Goal of InfiniteBanking Learn more - SimplePassiveCashflow.com/Banking
- 9. What is InfiniteBanking? - Process in which whole life insurance plays a large part in - Whole Life Policy must be designed properly! Learn more - SimplePassiveCashflow.com/Banking
- 10. Why Infinite Banking? Learnmore - SimplePassiveCashflow.com/Banking
- 11. Importance of PolicyDesign Learn more - SimplePassiveCashflow.com/Banking
- 12. Importance of PolicyDesign (cont.) with FLEXIBILITY Learn more - SimplePassiveCashflow.com/Banking
- 13. The Two MainPolicy Limits Limits how much you can fund into the policy each year Learn more - SimplePassiveCashflow.com/Banking
- 14. The Two PolicyLimits (cont.) Limits how much you can put into paid-up additions (cash value) Learn more - SimplePassiveCashflow.com/Banking
- 15. How Traditional WholeLife Policies are Designed Learn more - SimplePassiveCashflow.com/Banking
- 16. How a PolicyShould be Designed Learn more - SimplePassiveCashflow.com/Banking
- 17. How do PolicyRiders Maximize Cash Value? Learn more - SimplePassiveCashflow.com/Banking
- 18. How Policy LoansWork Learn more - SimplePassiveCashflow.com/Banking
- 19. Taking Loans toInvest in Real Estate Learn more - SimplePassiveCashflow.com/Banking
- 20. Policy Illustration Example(Age 50 Male, $50k/year)
- 21. Policy Loan Rate Variableinterest rate is tied to Moody AAA corporate bond index rate Cannot increase by more than 0.5% per policy year, no limit on how much it can drop (down to floor rate) Company declares variable rate annually, becomes effective on your policy anniversary date Learn more - SimplePassiveCashflow.com/Banking
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- 23. Whole Life vsTerm Life? Learn more - SimplePassiveCashflow.com/Banking
- 24. What Type ofCompany to Choose? Top 4 mutual insurance company w/ strong ACTUAL performance Learn more - SimplePassiveCashflow.com/Banking
- 25. Large vs SmallCompanies? Learn more - SimplePassiveCashflow.com/Banking
- 26. Does Age MatterWhen Starting a Cash Value Policy? 20 vs 60 year old? Different death benefits similar cash value Learn more - SimplePassiveCashflow.com/Banking
- 27. When Will IHave to Pay Taxes? Learn more - SimplePassiveCashflow.com/Banking
- 28. What if IBecome Ill? Learn more - SimplePassiveCashflow.com/Banking
- 29. What is aQualified Event? Learn more - SimplePassiveCashflow.com/Banking
- 30. Step 1 You contribute$100,000 (customizable contribution level*) to a Simple Passive Cashflow Banking policy *Work with a licenced insurance professional Step 2 Establish the “banking from yourself” or “Infinite Banking phenomenon that the wealthy do.You take a $85,000 loan from against your policy Step 3 Leverage the cash value by borrowing from your own policy to get your capital working for the next income producing rental, syndication, or emergency expense. Step 4 Create an income generating asset to pay back the loan to yourself on your terms while you double-dip on tax free returns within the policy Step 5 Have your income generating assets pay the loan terms on your Simple Passive Cashflow Banking policy. Step 6 Policy and cash value grows over time and you start to efficiently use liquidity and investment capital like the wealthy Step 7 Enjoy the benefits of asset protection within the policy as well as the death payout to ensure security for your family. Step 8 Stop worrying how to grow wealth. Worry about teaching the next generation how to keep it. Life Happens... Unexpected expenses, loss of job, college savings… use the cash value in your account on your terms Most whole life policies are incorrectly configured with low liquidity and high fees… Simple Passive Cashflow Banking is built off the same structure used by the wealthy. Optimized for asset protection, investment growth inside the policy and outside in your investment portfolio, at the same time staying within IRS legal limits to ensure policy returns are tax free
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- 33. Legal Notice andDisclaimer This presentation does not constitute the rendering of legal advice or services. The information being presented is intended for informational use only and is not a substitute for legal advice. State, national and international laws vary, as do individual circumstances; so always consult a qualified attorney on all legal matters.