Using Life Insurance as a Bank to Enhance Investments

This is a past event

9 people went


Based on input from our last meetup, it was decided that we will be learning how to hack and use financial products in different ways that enhance your investments. The first product we will be discussing is life insurance.

The class will cover which types of life insurance contracts can be used for privatized banking, how the contract has to be designed, and the ways one can access the funds stored in the contract. This is a great low risk way to build wealth to retire on or as a capital source for various investment opportunities as well as providing downside protection for unexpected life events.

Josh Lannu provides education in the use of multiple financial tools to clients to enhance wealth building activities. Josh specializes in the use of life insurance as a tool to assist with debt management, provide emergency funds, and provide liquidity to clients while simultaneously protecting against most of life's downturns.

Come network with like-minded people that can teach you as much or more than the classes.