For Independent Financial Advisors
and asset relocation
IT'S AN ALTERNATIVE TO A BROKERAGE ACCOUNT
ULIPs and PPLIs allow transfer of exchange assets to an insurance account as well as full-fledged securities trading.
IT'S AN ALTERNATIVE TO A TRUST
Unlike a trust, ULIPs and PPLIs are not recognized as CICs for tax purposes, but have all the advantages of a trust.
IT'S AN ALTERNATIVE TO THE CIC
With ULIPs and PPLIs, taxation arises only at the end of the policy. In the CIC, income is taxed on an annual basis.
IS A WAY TO RELOCATE ASSETS
ULIP and PPLI helps protect the investor from sanction pressure due to the legal envelope of the life insurance policy.
Access to top foreign instruments
"The Financial Advisor's Guide"
Explore our unique insurance solutions in our brochure.
It provides information on how insurance products can provide privacy and protection from third party claims, including sanctions, optimize taxes and tax base, as well as effectively transfer inheritance and reduce related costs.
Download the brochure and learn how to ensure your client’s financial stability and asset protection.