Private Placement Variable Universal Life Insurance (PPVUL)

Private Placement Variable Universal Life Insurance (PPVUL) — A Better Way, for Some…
A life insurance policy that is U.S.-tax compliant, offered by an established carrier, presents a conservative and cost effective investment opportunity. Life insurance as a financial product has a long history in the U.S. as a tax-advantaged investment vehicle. Certain carriers who have […]

September 25, 2007 | Filed Under asset protection | Share your thoughts... 

Your Taxes: Keeping Your Wealth to Yourself

“In this article we briefly review some of the basic princples of wealth preservation from the tax perspective.
When it comes to investing, your goal is to maximize the after-tax returns while deducting any losses and borrowing costs. And, since you can’t take your wealth with you into the next world, another long-term goal is to […]

September 11, 2007 | Filed Under asset protection | Share your thoughts... 

  • Sun Tzu - The Art of War

    Chapter 4, ‘Tactics’: Great Generals always set their defenses first, placing themselves beyond the possibility of defeat, and waited for the opportunity to defeat their enemy.

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