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Perception |
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Reality |
• |
Congress
will eliminate Gift & Estate taxes soon |
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NO |
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Life
insurance is an expense not a reallocation of assets |
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Life
insurance is not competitive with other asset returns |
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NO |
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Life
insurance eliminates the risk of a fire sale of your
assets |
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YES |
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Life
insurance can increase your lifetime gift tax exemption
up to $25 Million |
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YES |
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Life
insurance in the United States exceeeds $19 Trillion |
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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 |
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Meeting
Clients’ Expectations for 30 years
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