Bitcoin Wealth Planning: How Life Insurance Solves Taxes, Liquidity, and Volatility with Danny Baer
Tue Jan 20 2026
Danny Baer brings a deep background in traditional wealth management to his role as Director of Wealth and Asset Management at Meanwhile, where he helps shape how Bitcoin holders think about protection, liquidity, and long-term planning.
Press play to hear the full conversation and explore:
How Bitcoin-denominated whole life insurance actually worksWhy policy loans change Bitcoin tax planningThe difference between Bitcoin as a currency and crypto as technologyHow insurance reserve rules protect policyholdersUsing life insurance for estate planning with BitcoinWhy volatility matters less when assets and liabilities matchWhat institutional adoption signals for Bitcoin’s future
Connect with Your Host, JP:
WebsiteFacebookXInstagramLinkedInShow
Episode Highlights:
02:39 Meanwhile: Operational Details and Policy Structure
05:47 Regulatory Framework and Trustworthiness
09:56 Policy Loans and Tax Advantages
19:47 Market Potential and Future Outlook
26:30 Competition and Market Differentiation
32:57 Building a Broader Global Footprint
38:35 A Key to Success in Business and Career Development
Resources:
Get Your Copy of JP’s Book
The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability
More
Danny Baer brings a deep background in traditional wealth management to his role as Director of Wealth and Asset Management at Meanwhile, where he helps shape how Bitcoin holders think about protection, liquidity, and long-term planning. Press play to hear the full conversation and explore: How Bitcoin-denominated whole life insurance actually worksWhy policy loans change Bitcoin tax planningThe difference between Bitcoin as a currency and crypto as technologyHow insurance reserve rules protect policyholdersUsing life insurance for estate planning with BitcoinWhy volatility matters less when assets and liabilities matchWhat institutional adoption signals for Bitcoin’s future Connect with Your Host, JP: WebsiteFacebookXInstagramLinkedInShow Episode Highlights: 02:39 Meanwhile: Operational Details and Policy Structure 05:47 Regulatory Framework and Trustworthiness 09:56 Policy Loans and Tax Advantages 19:47 Market Potential and Future Outlook 26:30 Competition and Market Differentiation 32:57 Building a Broader Global Footprint 38:35 A Key to Success in Business and Career Development Resources: Get Your Copy of JP’s Book The Millionaire’s Lawyer: Grow and Sell Your Business for Maximum Profitability