Estate Plans

For accredited investors or high income earners (100k+ per year)

For high net-worth people we may offer you fully underwritten and reinsured privately placement insurance, retirement plans, estate and business products, that may be 100% costumed designed to fit your personal, business & family office needs.

These registered tax-favored products and vehicles, are designed for maximum returns on your portfolio, equity & estate assets.

  • Qualified & Nonqualified Retirement Plans
  • Self-Directed IRAs
  • Advanced Retirement Funding
  • Equity Locked-In & Liquidation options
  • Locked-In Royalties (Protection)
  • Charitable Retirement & Estate Plans

No More Phase-Out income challenges due to tax agency or discrimination regulations.

These wealthy Elite privately placed products and vehicles
are available to American & Multi-National citizens