Our company has been around a long time. This short clip explains the company's success, what our client's main issues, and our philosophy of service and value.
These are tools that afford solutions to common financial challenges shared by many of our clients. This brief description gives you a glimpse of our expertise and innovation.
A very useful approach. This short presentation covers the flexibility and opportunity that trusts can offer, when you have the right help to guide you.
Our Annuity/Life Calculator is designed to help you think about the possibilities that are specific to your situation. There are many important advantages for you when these two useful financial tools are combined. Plug in your variables and see some possibilities.
It is very important to view this first, before the animated examples. What is Annuity / Life Arbitrage? What is an immediate annuity? What is the role of Life Insurance? How do we guarantee and maximize income and pass wealth income and estate tax free?
Male, 75 years old, with $100,000 - wants a good income, wants to preserve his principle and limit the risk, but also wants to arrange favorable tax treatment when he passes on his wealth to his beneficiaries. Shows how he can also decide to maximize his estate for his beneficiaries.
emale, age 80, with $100,000 IRA. She wants to maximize her IRA income on a guaranteed basis while satisfying her minimum distribution requirements. She also would like to pass something on to her beneficiaries tax-free at her death.
Male, age 80, has a $100,000 deferred annuity with a cost basis of $50,000. Examples are shown to maximize a guaranteed income stream for his needs or leverage the annuity by tripling its value to his heirs tax-free and guaranteed.
Female age 75, maximizing the value of her late husband’s trust for her children. This approach leads to better than 3 to 1 leverage with no market risk. What if her needs change and she needs income from the trust? This shows the flexibility of the arbitrage concept.
Each tool, annuities and life insurance has it's own real benefits. Here is a candid explanation of how the tools can be combined to produce even more value for you.
