Our Industry Partners
Our Solutions
We specialize in creating tailored solutions that reduce taxation, enable tax-free investments with compounding growth, enhance living benefits, provide asset protection from creditors, and maximize your financial security.
Sky Gem SolutionsPPLI is structured to provide tax-deferred growth on the cash value, just like a traditional whole life insurance policy. The investment gains inside the policy grow without being taxed annually, allowing for compounding growth over time. Upon the policyholder's death, the death benefit is paid out to beneficiaries income tax-free.
Our Child Legacy Plan is designed for families with children under 8. This plan leverages an Indexed Universal Life policy to buy million dollar policies with very little capital by understanding when to fund your child's future. Use the funds for major life events like college, weddings, or buying a first home.
Premium finance life insurance allows high net worth individuals to use borrowed funds to pay premiums, preserving their capital for other investments. This strategy that only requires 10% down payment from policy holders, on loan capital to fund the recurring premiums and offers liquidity, tax efficiency, and significant estate planning advantages.
About Us
For over 30 years, we have been dedicated to empowering individuals through sophisticated wealth management and insurance planning, challenging conventional methods to deliver exceptional results.
Our approach combines deep industry expertise with innovative strategies, ensuring that every solution is tailored to meet the unique goals of our clients. By fostering long-term relationships built on trust, transparency, and performance, we help individuals, families, and businesses secure their financial future with confidence.
Hey there, parents! Have you ever thought about what would happen to your kids if something unexpected happened to you? It’s a tough thing to think about, but it’s super important. That’s where the Child Legacy Plan comes in. It’s like a superhero for your family’s future!
Retirement planning can be a daunting task, filled with uncertainties and complexities. But what if there was a way to simplify the process and secure your future with just three payments? Enter the Employee Retain Sustain (ERS) retirement plan, a revolutionary approach that’s making waves in the world of retirement savings.
Imagine a world where your investments grow without the burden of taxes, your assets are protected from creditors, and your wealth seamlessly transfers to your heirs without hefty estate taxes. Sounds too good to be true? Welcome to the world of Private Placement Life Insurance (PPLI). This specialized insurance product is designed for high-net-worth individuals who want to maximize their wealth, protect their assets, and ensure a smooth transfer of their legacy. In this article, we’ll explore the benefits of PPLI and how it can transform your financial future.
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