TAX ELIMINATION – PRIVATE PLACEMENT FINANCIAL STRUCTURES
Uncommon Value
Our unique tax-elimination financial structures, when properly owned,
transform ordinary income and capital gains into tax-free income without
any reporting requirements. With a unique investment goal in mind, a
client’s trusted financial adviser can continue to manage an investment
strategy inside the structure and take advantage of the tax-exempt benefit.
Select Advantages:
Liquid and illiquid assets inside grow and compound income-tax-free
Ability to accommodate illiquid assets is unique to certain structures
Can be designed to last over multi-decades and generations
Ability to access the internal structure values tax-free
Elimination of any type of tax that can be levied on growth or income
Elimination of phantom income
Elimination of K-1 reporting
Creditor protection
Multiple offshore and onshore structures
These financial structures are unregistered and only offered privately to
accredited investors or qualified purchasers. The asset value of a policy is
directly linked to the investment performance, and therefore, not
guaranteed. As long as the structure is U.S. tax code compliant under
Section 7702, the owner will not be taxed on the investment growth or
income inside the policy.
Find out how these financial structures can impact your legacy today.
Contact:
Peter Steger, CLU, ChFC, REBC
Co-founder, President, Business Development, Insurance Analytics
312.402.8150
John Behr,
Founder, Business Development
312.375.1499
Liz Keenan,
Founder, Private Life Solutions, Inc.®
908.461.0959