Life Insurance Global

"Just because you got away with it,

Doesn't mean it wasn't risky!"

In the Gap BetweenPerception and Reality There is Money to be Madevia Life Insurancefor People 65-90

Perception
Reality
•
Congress will eliminate Gift & Estate taxes soon

NO
•
Life insurance is an expense not a reallocation of assets
NO
•
Life insurance is not competitive with other asset returns

NO
•
Life insurance eliminates the risk of a fire sale of your assets

YES
•
Life insurance can increase your lifetime gift tax exemption up to $25 Million

YES
•
Life insurance in the United States exceeeds $19 Trillion

YES

Expertise to assist you with the following:
• Acquisition of Life Insurance Policies up to $250 million
• Foreign Nationals & Ex-Patriots Considered
• Reduction of Existing Life Insurance Premiums up to 60%
• Extracting Hidden Value from Your Unneeded Life Insurance Policies
• Acquisition and Maintenance of Life Insurance Assets via Investment Bank & Low-Impact Financing Programs
Meeting Clients’ Life Insurance Expectations for 30 years.