Part I of our eBook series, Dynastic Wealth, focuses on the asset protection capabilities of a properly drafted trust.
Part II of our eBook series, Dynastic Wealth, focuses on the unrivaled tax-optimization capabilities of Private Placement Life Insurance (PPLI).
Private Placement Life Insurance (PPLI) is an income and estate tax-free investment environment, in which you enjoy flexibility with regard to your tax planning and investments. Our Asset Armour technique Combines PPLI or PPVA with our Defender Trust .
The Defender Trust is our proprietary asset protection trust which includes the Hybrid technique providing the protection of a foreign trust with the accessibility and reporting of a domestic trust. The Hybrid technique is just one of many tools within the trust to defend your legacy.