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