The concept of using tools to provide a guaranteed lifetime income stream is more important than ever in a time when the stock market has been down 46% (2000-2002) and 59% (2007-March 2009). Thank you for your interest in the 7% return (accumulation value) FIA product that is coupled with a guaranteed lifetime income you can never outlive. We understand clients are worried about running… read more →
Closely-Held Insurance Company (CIC) — Is Becoming Your Own Insurance Company Right For You? — You May Be Surprised! How Many Other Ways Do You Have to Tax-Deduct Up to $1.2 MILLION Dollars Pre-Tax into a Tax-Favorable Entity You own? Can owning your own Closely-held Insurance Company (”CIC” — also known as Captive Insurance Company) can provide both surprising and… read more →
What is asset protection? Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit. A few examples of a typical creditor are: someone injured from someone negligently driving a car, a patient who sues a physician for malpractice, or someone who slips and falls on… read more →
