Why?
Grow your money TAX-Free (Use the same loophole that the politicians put in the tax-code for themselves to use personally)
Asset protection – litigation and creditor-protected.
Your money grows in two places at the same time. In this secure policy and your higher yield investments (syndications + rentals)
Better than 401Ks, Roths, 529s because no government regulated restrictions on how can you use this money.
2. For a free e-version text “ebook” to 587-317-6099
Email: Lane@SimplePassiveCashflow.com
Consult: SimplePassiveCashflow.com/contact
Freebie: eCourse trial - text “simple” to 314-665-1767
3. Lane
Kawaoka, PE
Lane@SimplePassiveCashflow.com
REAL ESTATE
INVESTING FORTHE 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
ibc@ikigaiinvestments.org
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 of Traditional Finance
Learn more - SimplePassiveCashflow.com/Banking
8. Goal of Infinite Banking
Learn more - SimplePassiveCashflow.com/Banking
9. What is Infinite Banking?
- Process in which whole
life insurance plays a
large part in
- Whole Life Policy must
be designed properly!
Learn more - SimplePassiveCashflow.com/Banking
21. Policy Loan Rate
Variable interest 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
23. Whole Life vs Term Life?
Learn more - SimplePassiveCashflow.com/Banking
24. What Type of Company to Choose?
Top 4 mutual insurance company w/ strong ACTUAL performance
Learn more - SimplePassiveCashflow.com/Banking
25. Large vs Small Companies?
Learn more - SimplePassiveCashflow.com/Banking
26. Does Age Matter When Starting a Cash Value Policy?
20 vs 60 year old?
Different death benefits
similar cash value
Learn more - SimplePassiveCashflow.com/Banking
27. When Will I Have to Pay Taxes?
Learn more - SimplePassiveCashflow.com/Banking
28. 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
31. Legal Notice and Disclaimer
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.