Ep. 65: Bulletproof Wealth Strategy: Unpacking a Secret Weapon, with Tom Laune

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Lance is the Founder and Managing Partner of Verivest, an end-to-end real estate investment platform designed to bring transparency and trust to middle-market investing, and a Principal in Fairway America, a real estate private equity firm in Portland, Oregon.

Tom Laune of Stress-Free Planning has a unique set of tools he deploys for his clients, which he calls the Bulletproof Wealth Strategy. Tom is a student of the Austrian school of economics and the concept of Infinite Banking. He champions the use of a whole life insurance policy to create a vehicle that acts as a line of credit, essentially allowing real estate investors to act as their own banker. Lance and Tom break down how the strategy works, including the ongoing dividends, the myriad tax advantages, and the misconceptions spread by the financial media. Listen

This Week’s Guest

Tom solves the problem of low returns and increased taxes when storing money in a traditional bank. We create a line of credit using specially designed whole life insurance to help real estate investors across the country. The cash value of the policy is guaranteed to grow, creditor protected and tax advantaged. Real estate investors love that there are zero loan origination fees or required interest payments!

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Episode 65