+ 7 (495) 684-04-00

For Independent Financial Advisors

Protection Solutions
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

Structured Products

Excellent opportunity to diversify investments

Health Insurance

International health insurance programs

Investment account

Investment account

Savings Programs for Relocants

International Solutions for Expats

Private
webinars
for consultants

How
to pass
compliance

Download brochure
"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.

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Сайт для начинающих консультантов

Training

Our unique course provides all the knowledge, skills and abilities you need to get started as a financial advisor.

Mentoring and development

Taking the first steps in a new endeavor is always easier with the guidance of a more experienced mentor. We are ready to assist in going through all the steps of the financial advisor business.

Back office

We'll take care of all the paperwork - all you'll have to do is find clients.

Community

Even very good theory cannot replace the practical skills and sharing of personal experiences that will be available to you in the forms of interactive virtual or face-to-face interaction offered.

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