- Protecting the human capital component.
- Planning for ownership transition and the continuity of your business.
- Providing for outstanding talent; recruiting, retaining and rewarding key people.
- Developing an exit strategy.
Private Retirement Plans
- Allows Participants to fund retirement with private equity, business interests, real estate, and other self- directed investments assets.
- Plan funds, distributions and death benefits are fully exempt from both bankruptcy and non-bankruptcy situations.
- Funding is sourced from a Participant’s after-tax balance sheet without asset funding limitations.
Distributions and Benefits are tax-free.
- Save a minimum of $25,000 in annual taxes.
- Learn about a New IRS Tax Law that Can Get You An Additional 20% Deduction.
- Lower your AGI.
Cash Value Life Insurance
- Perfect transfer vehicle for tax and estate planning purposes
- Solution for long term care, college funding, legacy, charity, major purchase financing issues
- Control and use of your own funds with no penalties or restrictions.
- Control future cash flow.
Alternate Asset Classes
- Are immune to factors that cause price instability in other asset classes.
- Are unaffected by market volatility, credit markets, interest rates, Geo-political unrest and natural forces.
- Using alternatives with other market securities can reduce overall portfolio volatility.
- Secure and Collateralized options with stable returns.
Tax - Free Retirement
- Mitigate Tax Rate Risk.
- Mitigate Longevity Risk.
- Circumvent IRA Stretch Porvision.
- Guaranteed Lifetime Income.
- Achieve Zero Percent Tax Bracket.