Resources

We have prepared a number of brochures and articles on a variety of topics for your review. Please click on the topic of interest:

Wealth Accumulation & Retirement Planning

Protected Equity Plan : a principal protected and tax advantaged income generation vehicle

Estate Planning

Cash for LIfe : for individuals who need and can afford insurance but have their capital committed elsewhere
Life Insurance as an Alternative Asset : enhance family wealth through tax advantaged asset that is not correlated to the stock and real estate markets

International Planning Issues

Protected Equity Plans for the Non-Citizen : a principal protected and tax advantaged income generation vehicle
Estate Planning Non-Resident Alien : Understanding the Estate Planning and Financial Planning Issues of the Non-Resident Alien
Estate Planning Non-Citizen Spouse : Understanding the Estate Planning and Financial Planning Issues of the Non-Citizen Spouse

Insurance Planning

Insurance Review Program : 85% of the time, we can increase coverage by 40% or reduce cost by 40% for the same benefit
Premium Financing : for individuals who need and can afford insurance but have their capital committed elsewhere
Life Settlements : get cash for your insurance policies today
Life Insurance as an Alternative Asset : enhance family wealth through tax advantaged asset that is not correlated to the stock and real estate markets