OUR STRATEGY

Our strategies are designed to use safe, tax-efficient methods for long term investments. We focus on the following objectives in designing insurance-based solutions for clients:

• The creation of segregated, separate accounts to hold assets which are immune from creditors.

• The selection of the highest rated insurance companies to issue the highest level of death benefits and to guarantee payment of claims on death.

• The elimination of expensive sales loads and administrative costs which diminish investment returns.

• The efficient management of the underwriting process.

• The preservation of confidentiality and compliance with international disclosure rules.

 

 

 

 

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